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EDUCATION MMR 2 1 1 1 2 1 1 2 1 1 13
TRAK 1 1 1 1 1 1 1 1 1 2 11
Participant Action Consolidate Asset Allocation 2 12 2 4 1 1 8 2 7 1 2 2 3 17 47
Save More 1 2 5 7 3 2 2 2 4 1 2 1 3 2 5 1 2 1 1 2 1 33
Sign-up 9 3 2 1 2 17
Session 1 1 1 16
2020 Educational Meeting Results
Individual One-on-one Attendees 2 1 1 3 1 2 1 2
In-person Group Meeting Attendees 19 3 2 6 1 11 14 17 0 2 120
Location s m a e LMS S M L O B E Teams LMS LMS s m a e Teams LMS S M L s m a e s m a e s m a e
Date 12/1 T 12/2 12/3 12/7 N 12/8 12/9 12/10 12/11 T 12/15 12/16 12/17 12/21 T 12/22 T 12/28 T 13
