Please list your name and 3 possible times you will be available
We will confirm by e-mail with one of your times and a link to your personal webinar.
The screen share session only last about 15 minutes where we will review your submitted score versus how your assets are currently being invested.
Roy will also show you the stress tests of how your portfolio would perform in various market conditions.
If you would prefer an in home visit instead, please call or e-mail Roy for a date.
- Thank you!