video1.0<iframe src="https://www.loom.com/embed/e0a82c681a664e0fbe38e373414fcbc5" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/e0a82c681a664e0fbe38e373414fcbc5-4444c50d9a60e465.gif70.635I'm excited for our upcoming annual review meeting, which is one of my favorite times of the year to dive deeper into your financial situation. During our time together, we'll review your account performance, discuss any changes in your financial situation, and ensure that your goals align with your long-term plans. I've included a general agenda for our meeting, and I encourage you to let me know if there's anything specific you'd like to address. Please share any additional topics ahead of time so I can be well-prepared and make the most of our meeting. Looking forward to connecting!