Thank you

Please check your inbox for a calendar invite with:

• Link to join the video conference;

• Information we need from you prior to your meeting; and

• Details regarding your meeting.

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Please complete your information and send us your income information at least 48 hours before your scheduled meeting.

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This ensures we can prepare thoroughly for the meeting and allows you to gain the maximum value from your time with us.

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Without this information in a timely manner, we may need to reschedule your meeting.