July 21, 2020

*All times listed are Eastern Daylight Time

Join via telephone:

(312) 626-6799 US

Meeting ID: 894 3071 1368

Virtual Quarterly

10:00am – 11:00am

Tom Love Welcome 

11:00am – 11:30am

If Talk with Matt Love

11:30pm – 12:30pm

Guest Speaker: Sandy Schussel - Financial & Insurance Professional Coach

12:30pm – 1:00pm


1:00pm – 2:00pm

Guest Speaker: Turner Thompson - Financial Architects

2:00pm – 2:30pm

Importance of the Client Survey - Bo Segers

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2:30pm – 3:00pm

1% Hole with Bryan Bloom

3:00pm – 3:15pm


3:15pm – 3:45pm

Taxes Now vs Taxes Later with Will Slepcevich

3:45pm – 4:30pm

Update on Breakaway League Projects

4:30pm – 5:00pm

Closing with Tom Love

For more information contact us at  or (800) 200-5683

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