(MOST IMPORTANT) – add this call to your calendar.
Block out 40 minutes in a quiet, private room with no interruptions
Test your internet/phone connection and join 2-3 minutes early
Have your current portfolio details and questions ready (approximate amounts and goals)
Bring a notepad and pen to take notes during the call
Your Membership Director has reserved this time specifically for you.
Add the call to your calendar, and we can’t wait to speak with you.