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SCHEDULE A MEETING
Meet with Wendy Payne
Meet with Sterling & Wendy
Meet with Sterling
Meet with Darren Colananni
Meet with Mark McKaig
Meet with Jacob Gurock
Portfolio Review
Estate Planning
Prospect Intro Call
Portfolio Review
Quick Call
Client Check-In
Introductory Meeting
Financial Planning Meeting
Portfolio Review
Prospect Intro Call
Initial Client Consultation
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