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May 2025
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Description
Quarterly review of existing client's Multi-Asset Investment Portfolio
Agenda
- Actions Review (of last session)
- Goal Track- Target vs. Actual
- Portfolio Performance
- Events & Changes (Personal, Family, Life, Career, Economic, Environmental, Regulatory or Performance - Planned / Unplanned)
- Portfolio Actions & Rebalancing
- Other items (if any)
- Actions Summary