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Q1 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
NEBO
6/7 27 21 3 7
Teams
6/8 Teams 5 6 2 4 4 3 3 5
6/9 Teams 3 1 2 1 1 3
6/13 Teams 3 2 1 2 2 1 2 3
6/14 Teams 2 1 2 2
6/15 Teams 3 1 2 1 2
6/16 Teams 2 2 1 1 3 1 2 2
6/21 455 / Teams 19 2 14 2 1 3 2
6/22 Teams 4 1 3 1 3 1
6/23 Teams 4 1 2 1 3 1
6/27 Teams 1 1 1
6/29 Teams 1 1 1 1
6/30 Teams 7 1 1 1 1 7
13 66 28 39 19 23 19 23 22
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.

