Transcript:

Mindy Lunn: Music

Welcome to PNC's Retirement 1-on-1 educational program.

PNC and your employer are excited to offer this program to you as an added benefit of your retirement plan.

My name is Mindy Lunn, and I lead the PNC Retirement 1-on-1 program.

I work alongside a team of experienced retirement plan educators who specialize in financial education, all of whom are ready to help you with your retirement savings journey.

So let me take the next few minutes to share with you why you should be thinking about retirement right now, no matter what your age is, what the Retirement 1-on-1 program is all about, and how PNC Retirement 1-on-1 can help you.

Think about the last time you went on vacation. How much time did you spend planning for your trip? Next, how long did it take to save enough money for everything that you wanted to do? Now, imagine if that vacation lasted 20 years or more. You'd probably have to do a lot more planning and saving for it, right?

Well, think of retirement as one of the longest vacations you will ever take. It can be an absolutely wonderful time of your life, but you have to plan for it, and you have to save for it.

And don't worry, we get it. You don't wake up thinking about retirement savings strategy every day. But you know what? We do. It's our job, and that's why we are here to help.

Retirement 1-on-1 is an educational program offered by your employer that allows you the ability to speak with a PNC education consultant anytime throughout the year in a private one-on-one conversation over the phone.

Just as you might work with a travel agent to plan for a vacation, you can think of Retirement 1-on-1 like a retirement plan concierge service. And it all starts with simply setting up an appointment to speak with a member of the PNC Retirement 1-on-1 team at any time throughout the year. Our goal is to help you make informed decisions for your retirement plan.

With that in mind, we are not here to sell you any additional products or services. We're truly just here to help you maximize what is already available through your employer.

The meetings we have with employees are as unique as each person we speak with. We never come to the conversation with our own agenda.

When you schedule an appointment with PNC Retirement 1-on-1, you get a meeting with a dedicated PNC education consultant who knows your retirement plan well and will give you 30 minutes of their undivided attention to discuss what is most important to you at the current stage of your retirement savings journey.

And that may include helping you enroll in your employer's retirement plan, gaining a better understanding of how the retirement plan works and your options within the plan, calculating how much you may need to save for retirement, as well as how your savings could look as income during retirement, talking about the investment

options in your plan so you have the knowledge you need to make informed investment decisions. Or maybe you just want to ask, "Am I good? How does everything look?" And you know what? That's okay too. We'd love the opportunity to review your retirement plan with you and equip you with the information, knowledge, and resources to make sense of it all.

Keep in mind, you are not limited to speaking with a PNC education consultant just once. With Retirement 1-on-1, you have unlimited access to us anytime throughout the year. Another benefit to you is that we will keep notes about the topics and direction we discuss in each appointment so, together, we can continue to build a long-term retirement plan for you.

So let's get to know each other. Saving for retirement is an important aspect of your career, and we're excited to join you. To schedule an appointment, simply utilize the appointment booking link that has been provided by your employer.

Thank you for your time today, and we look forward to speaking with you.