Agenda items will include a sales performance update (Q2 &Q3), Q2 financials and Q3 forecast, product roadmap and modernization update, and a Radnor office update.

Feel free to submit your questions in advance using this form and we’ll do our best to incorporate your questions into the agenda and/or answer them live.

Zoom link: https://emoneyadvisor.zoom.us/j/94181607877?pwd=Vm90a0dmNkQ3MTg3VVltaStLT2pvUT09