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Q3 2022 Educational Meeting Results

In-person Individual Participant Action
Group One-on-one
Date Location
Meeting Session
Asset
Save
Attendees Attendees Sign-up More Allocation Consolidate TRAK MMR
7/5 NEBO 26 12 7 5
7/12 LMS -
7/13 Teams 4 2 3 1 2 2
7/14 SamCERA 80 3 11 16 8
LMS/Team
7/14 4 2 5 2 1 2 4
s
7/18 Teams 4 2 3 1 3
7/19 NEBO- 455 12 7 4 5
7/19 LMS 4 1 3 2
7/20 Teams 1 1
7/21 Teams 4 2 4 1 4
7/25 Teams 1 1 1
7/26 Teams 2 1 2 1
7/27 Teams 1 1
7/28 Teams 5 1 3 1 3 2
7/28 LMS 6 3 4 2
12 15 106 24 23 32 41 26 15 8

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.