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

date-line

Friday, May 1, 2020

your agenda

May 1

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

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Join the Zoom Webinar
Date: May 1, 2020
Time: 8 a.m. - 12 p.m.
Visit This Link

Meeting ID: 581 946 249

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who's on the call?

your AE team

2nd Step

tour our office

3rd Step

implementation plan

Prepared For
Gregg Dolinski

Action & Accountability Guide