Resources from 11/5 RM Hive Meeting

Good start to our RM Hive, thanks again John. Attached is the “Fragile Decade” Workbook that I mentioned. If there’s a different place within the CLA Circle site that these resources should be posted, please let me know.

Also, we talked briefly about the American Senior EquitySelect program. Here are the guidelines. Still wrapping my head around it.