| Step 2: Investment and Insurance Strategy | | | | In this meeting, a recommended Investment Strategy and Investment Policy Statement will be presented to you (and your family). We will answer your questions and conerns and tailor the strategy further if required. At the end of the meeting, you will be invited to take the documents home to review with your family and/or business partners. Sheldon or Karol will follow up with you within a week after the meeting to respond to any new questions or concerns you may have. | | |
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