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

date-line

Wednesday, October 7, 2020

your agenda

October 7

12:30 PM Join Zoom Webinar
12:30 - 12:45 PM Meet Your Advisors Excel Team
12:45 - 1:30 PM  AE History & Video, Jake & Mark
1:30 - 1:45 PM Break
1:45 - 2:30 PM The AE Experience & Creative, Mark & Charles
2:30 - 2:45 PM Break
2:45 - 3:15 PM Case Design Presentation, Drew & Nick
3:15 - 3:30 PM Break
3:30 - 4:30 PM Personalized Strategy Session, Jeremiah & Mark

1st step

the zoom call details

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Join the Zoom Webinar
Date: October 7, 2020
Time: 12:15 - 4:30 p.m. EDT
Visit This Link

Meeting ID: 950 2359 0668

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who's on the call?

your AE team

2nd Step

tour our office

3rd Step

implementation plan

Prepared For

Peter Richon

Action & Accountability Guide