It Worked. Your Call is Booked and Confirmed
Please Read Every Word Below and Complete These 4 Steps ASAP!
Check Your Email for Your Zoom Link
Show up in front of a computer so we can share our screen and provide demos
Mark Your Calendar
IMPORTANT: We do NOT reschedule missed appointments and we cancel if you show up on your phone or in your car or somewhere that we cannot do the visual demos needed for the strategy session
If Your Spouse Is A Decision Maker - Share This Training
Your spouse MUST watch the training that you did at some point, even if they can’t attend the discovery meeting if they’re a decision-maker in this process. It will help us hit the ground running when they get involved.
Show Up On Time and Be in Front Of A Computer
We’re excited to help your College Refund Plan!
