Appointments
Your scheduled reviews and consultations with the team.
Quarterly portfolio review
- With
- Manalee Verneker
- When
- 28 Sept, 10:00 am
- Mode
- video
- Status
- scheduled
Annual retirement plan review
- With
- Manalee Verneker
- When
- 2 Nov, 05:30 am
- Mode
- in person
- Status
- scheduled
Portfolio check-in
- With
- Manalee Verneker
- When
- 12 Sept, 11:00 am
- Mode
- video
- Status
- done
Quarterly review
- With
- Manalee Verneker
- When
- 10 Jun, 09:00 am
- Mode
- call
- Status
- done