Purpose of meeting Today is to review accounts in full and discuss investment objectives & goals to make certain that any changes needed are addressed. We have reviewed the quarterly statements for the previous 12 months and the last Risk Tolerance Questionnaire completed by the client(s). The following items were reviewed during this meeting: Any significant w/d outside of standard income needs The client’s investment objectives and goals relating to their managed accounts Any changes needed are mentioned below in the tasks Any changes in the client’s time horizon are mentioned below in tasks Any changes to the risk tolerance discussed at this meeting will be mentioned below The client understands how the portfolio is being managed and by who, they are comfortable with the manager’s investment philosophy unless noted below in notes The client understands the risk inherent with the managed accounts that we oversee as RR The client is satisfied with the service and communication related to the portfolios The client understands how the market conditions have affected the performance of the portfolio.