Living in Retirement

Planning for Retirement

Workplace Retirement Plans

Tax Sensitive Investment Accounts

Fill the Filing Cabinet Workshop

Orientation Essentials

InfoMinute Seminar

GateOpener Workshop

Best Client Workshop

Now that our Team is meeting in person we presented the Certificate of Mentoring Completion to Brad Kluesner.&nbsp; He completed all of his mentoring steps while we were meeting online. We are so fortunate to have Brad on our Team.

Duluth

Presenting Mentoring Certification Completion to Brad Kluesner!

I like to schedule lunches on Mondays and Fridays when my schedule allows for travel time.&nbsp; I enjoy getting to know people and learn more about their passions.&nbsp; I also enjoy Zoom coffees around 10AM or 3PM.&nbsp; It's feels like a treat to me to pause and engage in a thought provoking conversation.

Strong invitations contain a date, time, and location.
Members who maximize connection have preferences. Share yours. Is your favorite date, time, and location
<ul>
<li>Here, right after our meeting? Why?</li>
<li>For lunch? Why?</li>
<li>With an activity? What?</li>
<li>With a purpose? What?</li>
</ul>

Brad Kluesner

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