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. |
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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! |