Jeff,
Your details for your exclusive 1 on 1
visit @ AE.

But first, a quick video about your upcoming visit.

arrow-visit
date-line

Thursday, May 14th, 2020

your agenda

May 14

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

zoom-logo

Join the Zoom Webinar
Date: May 14, 2020
Time: 1:00 p.m.
Visit This Link

Meeting ID: 943 1466 1933

Dial in by Phone: 888 475 4499

starbucks-logo

What drink would you like?

Fill out this short form, it's the least we could do:

  • This field is hidden when viewing the form

who's on the call?

your AE team

2nd Step

tour our office

3rd Step

implementation plan

Prepared For
Jeff Holmes

Action & Accountability Guide