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Fiscal Year 2022 Educational Meeting Results
Group One-on-one Participant Action
Date Location Meeting Session
Attendees Attendees Sign-up Save Asset Consol. TRAK MMR
More Allocation
OCT 15 121 31 45 60 49 35 18 161
NOV 12 59 23 37 22 20 24 16 72
DEC 16 151 30 25 33 42 23 18 165
JAN 14 38 27 33 22 18 14 15 3
FEB 9 46 13 35 14 9 10 12 2
MAR 13 87 26 47 18 19 20 16 17
APR 12 40 40 27 18 20 11 18 8
MAY 13 73 29 48 8 26 22 19 18
JUN 13 66 28 39 23 19 23 19 22
JUL 13 106 24 23 32 41 26 15 8
AUG 22 101 40 17 29 35 30 38 45
SEP 7 44 12 17 3 10 10 11 0
Total 159 932 323 393 271 308 248 215 521
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.

