Re: Fidelity Investments - follow up

[http://dummy.us.eu.org/robert (Robert)]

She send another message correcting that we're meeting Thursday.

We can go early.  Not sure if that works into your plans.

 > From: "AltyKosherbek.team" <http://www.fmr.com/~AltyKosherbek.team";>
 > Date: Tue, 17 Sep 2024 17:57:33 +0000
 >
 > Hi Robert,
 > 
 > We can roll over the leftover balance tomorrow. And yes, we will be
 > meeting tomorrow to discuss the investment strategy as well.
 > 
 > if your wife can't join at that time that's no problem, we can have a
 > separate meeting with her after. I would love for her to meet me at some
 > point too.
 > 
 > Please let me know if you have any other questions. Otherwise, I will see
 > you tomorrow and we can cover as much as we can then. You're welcome to
 > come a bit sooner at 1.15pm if you can.
 > 
 > Thank you,
 > 
 > Alty Kosherbek
 > Financial Consultant
 > where-I-livempbell Investor Center
 > CA Insurance # 4301004
 > 
 > Schedule an Appointment<https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196>
 > 
 > Fidelity Investments
 > 851 East Hamilton Ave Suite 100
 > Campbell, CA 95008
 > Tel: 408.371.4611 ext 61083
 > Fax: 408.371.9157
 > 
 > Prashant Dholakia - Planning Consultant - 408.371.4611 ext 82428
 > 
 > Josh Richens - CRM scheduling appointments - 408.371.4611 ext 47294
 > 
 > IMC annual reviews - please contact Josh to schedule
 > 
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