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Q1 2022 Educational Meeting Results EDUCATION

In-person Individual Participant Action
Group One-on-one
Date Location
Meeting Session
Asset
Attendees Attendees Sign-up Save Allocation Consolidate TRAK MMR
More
3/1 NEBO Teams 29 1 20 4 7
3/2 Teams 2 2 1 1
3/3 Teams 3 1 2 2 1
3/7 Teams 1 1
3/9 Teams 1 1 1 1 1
3/10 Teams 3 1 1
3/15 NEBO 455 21 3 14 4 3
3/16 Teams 6 3 5 2 2
3/17 Teams 5 2 3 3 3
3/21 Teams 2 1 2 2 2
3/23 Teams 3 1 2 1 1 2
3/24 Teams 1 1 1
3/29 Teams 28 6 13 2 5 3
3/30 Teams 4 1 3 2 1
13 87 26 47 18 19 20 16 17

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.