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Envelope-to: rcruz@sapasequipment.com
Delivery-date: Wed, 22 Nov 2023 13:16:28 -0400
Sender: tg@genevacm.com
Date: Wed, 22 Nov 2023 17:15:46 +0000
Mime-Version: 1.0
Subject: Gobble, Gobble!
From: Thomas Geneva =?iso-8859-1?Q?=7C?= Managing Partner =?iso-8859-1?Q?=7C?=
 Financial Advisor <tg@genevacm.com>
To: rcruz@sapasequipment.com
Reply-To: tg@genevacm.com
Message-Id: <20231122171546.f60d99a4297510fe@genevacm.com>
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    <td style=3D"font: 17px/17px Arial, Helvetica, sans-serif; padding:15px=
 30px 15px; text-align:left; line-height:1.4;">Hi Richard,</td>
</tr><tr>
    <td style=3D"font: 17px/17px Arial, Helvetica, sans-serif; padding:15px=
 30px 0; text-align:left; line-height:1.4;"><p style=3D'margin-top:0; margi=
n-bottom:15px;'>I hope you are gearing up for a wonderful Thanksgiving feas=
t with your family!&#160; As you have no idea who I am and therefore, no re=
ason to continue reading this e-mail, I will keep it short and sweet...</p>=
<p style=3D'margin-top:0; margin-bottom:15px;'>My team and I work with owne=
rs/executives to create customized financial strategies for themselves and =
their businesses.&#160; Our key areas of focus are:</p><ul><li>Tax Planning=
 &#38; Efficiency</li><li>Retirement &#38; Succession Planning</li><li>Risk=
 Management (Life, Disability &#38; Long-Term Care Insurance Planning)</li>=
</ul><p style=3D'margin-top:0; margin-bottom:15px;'>With the New Year appro=
aching, I&#8217;d like to offer a complimentary review of the financial pla=
nning you&#8217;ve done thus far.</p><p style=3D'margin-top:0; margin-botto=
m:15px;'>Feel free to send me a few times that work for you or schedule a p=
hone call using my calendar link below:</p><p style=3D'margin-top:0; margin=
-bottom:15px;'><a href=3D"http://email.genevacm.com/c/eJxMjsGKHCEURb-m3BQ16=
NNSa-FiGOikFxNCyA889VkttFZFnYHJ14fpEMj2XM69N2A5Me_1Gp21BqRe2T_0Sr3jTtdIdeSU=
qTmhubR-3RYwIS3KcLlYs-rFqORRWiXiKlg46sAw_tOUMpAS-cVrqRciIRYruV4EIG6KwCbyLDr=
USDEgIycM59pIqTRLufXxDQu5r3n-kcMNW5zghaV2lAf-eTsK9vkLVXrHeTIv8ytW3HPd5-_YRq=
X2gJdcsYaM9_k5vud-NHZzPAGhl7QlCbRSFCF6SbgqTYL7YFl2wEEKASCMWJV-SprHbUMFm1kFT=
zQpvj-GQ3kKR2F3dxvj7JN8nuAywSXgnWq8f3yGE1zG4-tfg53Yxsc1OrBGyY2d7dgblmt0QnLW=
XAvt7fekeMcTO_16y2ehOj6L_gQAAP__hL-J6A" data-mce-href=3D"https://calendly.c=
om/thomasgeneva">https://calendly.com/thomasgeneva</a></p><p style=3D'margi=
n-top:0; margin-bottom:15px;'>I appreciate your time and look forward to sp=
eaking with you soon.</p><p style=3D'margin-top:0; margin-bottom:15px;'>Bes=
t Regards,</p></td>
</tr></table></td></tr></table></td></tr><tr><td height=3D"25" /></tr><tr><=
td class=3D"mob-block" bgcolor=3D"#ffffff" style=3D"padding: 24px 30px;"><t=
able width=3D"100%" cellpadding=3D"0" cellspacing=3D"0"><tr><th class=3D"fl=
ex" width=3D"150" align=3D"left" style=3D"vertical-align: top; padding: 0;"=
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"aligncenter" style=3D"padding: 6px 0 0;"><img src=3D"https://s3.amazonaws.=
com/static.contentres.com/media/PortraitImageFMG/variantSize/9d523bb9-2e15-=
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ight=3D"150" alt=3D"" /></td></tr></table></th><th class=3D"flex" width=3D"=
20" height=3D"20" style=3D"padding: 0;" /><th class=3D"flex" align=3D"left"=
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ng=3D"0" cellspacing=3D"0"><tr><td class=3D"aligncenter" style=3D"font: 16p=
x/25px Arial, Helvetica, sans-serif; color: #333;"><b>Thomas Geneva</b></td=
></tr><tr class=3D"taco"><td class=3D"aligncenter" style=3D"font: 16px/25px=
 Arial, Helvetica, sans-serif; color: #333;"><a href=3D"mailto:tg@genevacm.=
com" target=3D"_blank" style=3D"text-decoration: none; color: #209bb9;">tg@=
genevacm.com</a></td></tr><tr><td class=3D"aligncenter" style=3D"font: 16px=
/25px Arial, Helvetica, sans-serif; color: #333; padding: 0 0 10px;"><a hre=
f=3D"tel:(516) 404-0734">(516) 404-0734</a></td></tr><tr><td class=3D"align=
center" style=3D"font: 16px/25px Arial, Helvetica, sans-serif; color: #333;=
 padding: 0 0 10px;">Geneva Capital Management<br />101 Commercial St - #40=
0 | Plainview | NY | 11803</td></tr><tr><td class=3D"aligncenter" style=3D"=
font: 16px/25px Arial, Helvetica, sans-serif; color: #209bb9; padding: 0 0 =
16px;"><a href=3D"http://email.genevacm.com/c/eJxUzc2K2zAUxfGnsTbGQbqS9bHQY=
hhIm8WUUvoC19KVLRjLrqRJaJ--NFBotz_OnxNwPzGv5Ra9tQakntlfeqPWcKVbpNJzylS90Fza=
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3Kn0P-XvAAAA___0RYTO" target=3D"_blank" style=3D"text-decoration: none; col=
or: #209bb9;">https://www.genevacm.com</a></td></tr><tr><td style=3D"paddin=
g: 0 0 6px;"><table class=3D"table-center" cellpadding=3D"0" cellspacing=3D=
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></td></tr></table></th></tr></table></td></tr><tr><td height=3D"25" /></tr=
><tr><td class=3D"mob-block"><table width=3D"100%" cellpadding=3D"0" cellsp=
acing=3D"0"><tr><td style=3D"font: 10px/13px Arial, Helvetica, sans-serif; =
color: #333; padding-bottom: 11px; border-bottom: 1px solid #CCC"><p><span =
data-sheets-value=3D"{&quot;1&quot;:2,&quot;2&quot;:&quot;Securities and in=
vestment advisory services offered through Osaic Wealth, Inc., member FINRA=
/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or mar=
keting names, products or services referenced here are independent of Osaic=
 Wealth, Inc.=C2=A0 Osaic Wealth, Inc. does not provide tax or legal advice=
=2E=C2=A0 Branch Office Phone:=C2=A0516-702=
-2476This communication is strictl=
y intended for individuals residing in the states of CT, FL, GA, KY, MA, MD=
, NC, NJ, NY, PA, SC, TX, VA, WA. No offers may be made or accepted from an=
y resident outside the specific state(s) referenced.PLEASE NOTE: The inform=
ation being provided is strictly as a courtesy. When you link to any of the=
 web sites provided here, you are leaving this web site. We make no represe=
ntation as to the completeness or accuracy of information provided at these=
 web sites.&quot;}" data-sheets-userformat=3D"{&quot;2&quot;:14593,&quot;3&=
quot;:{&quot;1&quot;:0,&quot;3&quot;:1},&quot;11&quot;:4,&quot;14&quot;:{&q=
uot;1&quot;:3,&quot;3&quot;:1},&quot;15&quot;:&quot;Calibri&quot;,&quot;16&=
quot;:11}" data-sheets-textstyleruns=3D"{&quot;1&quot;:0}=EE=B8=90{&quot;1&=
quot;:60,&quot;2&quot;:{&quot;2&quot;:{&quot;1&quot;:3,&quot;3&quot;:1},&qu=
ot;3&quot;:&quot;Calibri&quot;,&quot;4&quot;:11,&quot;5&quot;:1}}=EE=B8=90{=
&quot;1&quot;:78,&quot;2&quot;:{&quot;2&quot;:{&quot;1&quot;:3,&quot;3&quot=
;:1},&quot;3&quot;:&quot;Calibri&quot;,&quot;4&quot;:11}}=EE=B8=90{&quot;1&=
quot;:99,&quot;2&quot;:{&quot;2&quot;:{&quot;1&quot;:3,&quot;3&quot;:1},&qu=
ot;3&quot;:&quot;Calibri&quot;,&quot;4&quot;:11,&quot;5&quot;:1}}=EE=B8=90{=
&quot;1&quot;:117,&quot;2&quot;:{&quot;2&quot;:{&quot;1&quot;:3,&quot;3&quo=
t;:1},&quot;3&quot;:&quot;Calibri&quot;,&quot;4&quot;:11}}=EE=B8=90{&quot;1=
&quot;:237,&quot;2&quot;:{&quot;2&quot;:{&quot;1&quot;:3,&quot;3&quot;:1},&=
quot;3&quot;:&quot;Calibri&quot;,&quot;4&quot;:11,&quot;5&quot;:1}}=EE=B8=
=90{&quot;1&quot;:275,&quot;2&quot;:{&quot;2&quot;:{&quot;1&quot;:3,&quot;3=
&quot;:1},&quot;3&quot;:&quot;Calibri&quot;,&quot;4&quot;:11}}">Securities =
and investment advisory services offered through <strong>Osaic Wealth, Inc.=
,</strong> member <a href=3D"http://email.genevacm.com/c/eJxMzc1q3DAUxfGnsT=
bGg3Ql62OhRQhMO4uUUvoC19KVLYhlV1JmaJ--dKCQ7Q_O-QfcT8xruUVvrQGpZ_af3qg1XOkWq=
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7MgicaFF-f4bBfwrGzd7_1frZBvgxwHeD6eDwuKZeKl6OuA1zZibX_vkUP1ijp2FmPteJ-i15Iz=
qqvoX78GRRveGKjXx_53Kn0f9d_AwAA__-n9IPm" target=3D"_blank" rel=3D"noopener"=
>FINRA</a>/<a href=3D"http://email.genevacm.com/c/eJxMzstq3DAUBuCnsTbGg3R0X=
2gRAtPOIqWUvsCxdOQRxLIrKQnt05cMFLr94L9E3E8sW72l4JwFaTT7Ry_UO250S1RHyYVaEIZL=
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UhOXcWCmVYbm0Pr7hTuFrmX-UeMeWJnhmuR37g3_ejx37_IUqveM82ef5BStupW7zd2yjUnvgtV=
SsseDr_JTeSz8auwcfHQoTtTLg9ee3lbgwNlvv5KrBsRKAgxQCQFihlblkw5P3qMBbLXimSfHtM=
Rz3Szx29hruY5x9kk8TXCe4fnx8XHo54-Vo2wRXdmIbv28pgLNKena2Y2u431IQkrMWWmxvfybF=
O57Y6ddbOXeq47P5bwAAAP__Bd-DVw" target=3D"_blank" rel=3D"noopener">SIPC</a>=
=2E <strong>Osaic Wealth, Inc.</strong>=
 is separately owned and other entitie=
s and/or marketing names, products or services referenced here are independ=
ent of <strong>Osaic Wealth, Inc.=C2=A0 Osaic Wealth, Inc.</strong> does no=
t provide tax or legal advice.=C2=A0 Branch Office Phone:=C2=A0516-702-2476=
</span></p><p><span data-sheets-value=3D"{&quot;1&quot;:2,&quot;2&quot;:&qu=
ot;Securities and investment advisory services offered through Osaic Wealth=
, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other=
 entities and/or marketing names, products or services referenced here are =
independent of Osaic Wealth, Inc.=C2=A0 Osaic Wealth, Inc. does not provide=
 tax or legal advice.=C2=A0 Branch Office Phone:=C2=A0516-702-2476This comm=
unication is strictly intended for individuals residing in the states of CT=
, FL, GA, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA. No offers may be made=
 or accepted from any resident outside the specific state(s) referenced.PLE=
ASE NOTE: The information being provided is strictly as a courtesy. When yo=
u link to any of the web sites provided here, you are leaving this web site=
=2E We make no representation as to the=
 completeness or accuracy of informati=
on provided at these web sites.&quot;}" data-sheets-userformat=3D"{&quot;2&=
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