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Q2 2022 Educational Meeting Results EDUCATION

In-person Individual Participant Action
Group One-on-one
Date Location
Meeting Session
Attendees Attendees Save Asset
Sign-up
More Allocation Consolidate TRAK MMR
4/7 Teams 1 3 2 3 1 1

4/12 NEBO /Teams 21 3 12 4 3 2
4/13 Teams 3 2 2 1 2

4/14 Teams 4 3 3 1 1
4/18 SMSO / Teams 3 3 3 3 1 2 1
4/19 Teams 2 2 1 1 1

4/20 Teams 3 2

4/21 Teams 6
4/25 Teams 1
4/26 455 / Teams 15 3 12 2 3 2 2 2

4/27 Teams 4 1 2 1 3 2
4/28 Teams 5 2 3 1 2 2

12 40 40 27 18 20 11 18 8

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.