Phil,
Your details for your exclusive 1 on 1
visit @ AE.
But first, a quick video about your upcoming visit.
Wednesday, April 22nd, 2020
your agenda
April 22nd
| 7:45 AM | Zoom set up | |
| 8:00 AM | Join Zoom Webinar | |
| 8:00-8:15 | Meet Your Advisors Excel Team | |
| 8:15-9:00 | AE History & Video | |
| 9:00-9:15 | Break | |
| 9:15-10:00 | The AE Experience & Creative | |
| 10:00-10:15 | Break | |
| 10:15-10:45 | Case Design Presentation | |
| 10:45-11:00 | Break | |
| 11:00-12:00 pm | Personalized Strategy Session |
1st step
the zoom call details
Join the Zoom Webinar
Date: April 22, 2020
Time: 8:00 a.m. - 12:00 p.m.
Visit This Link
Meeting ID: 299 298 027
What drink would you like?
Fill out this short form, it's the least we could do:
who's on the call?
your AE team
Here's who will be on the call
Mark Bigler
mark.bigler@advisorsexcel.com
Jake Klima
jake.klima@advisorsexcel.com