Meeting Agenda
The meeting agenda will be emailed to your inbox to print or share.
Attending Rep. #1
Please Select
avery@clearstrategyteam.com
brianna@clearstrategyteam.com
devin@clearstrategyteam.com
dom@clearstrategyteam.com
elijah@clearstrategyteam.com
eric@clearstrategyteam.com
jharris@clearstrategyteam.com
mark@clearstrategyteam.com
mary@clearstrategyteam.com
nick@clearstrategyteam.com
paul@clearstrategyteam.com
tj@clearstrategyteam.com
todd@clearstrategyteam.com
tracy@clearstrategyteam.com
Attending Rep. #2
Please Select
brianna@clearstrategyteam.com
devin@clearstrategyteam.com
dom@clearstrategyteam.com
elijah@clearstrategyteam.com
eric@clearstrategyteam.com
jharris@clearstrategyteam.com
mark@clearstrategyteam.com
mary@clearstrategyteam.com
nick@clearstrategyteam.com
paul@clearstrategyteam.com
tj@clearstrategyteam.com
todd@clearstrategyteam.com
tracy@clearstrategyteam.com
How many meeting attendees will be present?
*
Please Select
1
2
3
4
Meeting Attendee #1
*
First Name(s)
Last Name
Meeting Attendee #2
First Name(s)
Last Name
Meeting Attendee #3
First Name(s)
Last Name
Meeting Attendee #4
First Name(s)
Last Name
What date is the meeting?
-
Month
-
Day
Year
Date
Focus Items:
Introduction to Clear Strategy
Your Goals and Objectives
Your Current Investment Structure
Upcoming Life Changes / Life Events
Beneficiary Review
Tax Considerations
Health Insurance
Long Term Care Insurance
Wealth Management / Vault
Other Focus Items:
Other Tools and Resources:
Action items:
Recommendations
Next Steps
Our Homework
Your Homework
Welcome Team Outreach
Your Questions and Concerns
Risk Profile
Other Action Items:
Our Team:
Insurance
Financial Planning
Home & Auto
Tax
Estate Planning
Submit
Should be Empty: