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Q2 2022 Educational Meeting Results EDUCATION

In-person Individual Participant Action
Group One-on-one
Date Location
Meeting Session
Asset
Save
Attendees Attendees Sign-up More Allocation Consolidate TRAK MMR
5/2 Teams 1 1 1 1 1
5/4 Teams 2 1 2 1 1

5/5 Teams 3 2 1 2 2 3
5/9 Teams 2 2 2

5/10 NEBO/ Teams 45 4 32 3 12 3 1
5/11 Teams 2 1 2 1

5/16 Teams 2 1 1 2 1
5/17 Teams 1
5/19 Teams 3 1 1 4 1 3

5/23 Teams 2 2 2 1
5/24 455 / Teams 22 2 16 2 4 2

5/25 Teams 7 1 4 3 3 4
5/26 Teams 3 2 1 1 2 1

13 73 29 48 8 26 22 19 18

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.