weekly activity (1)

WEEKLY ACTIVITY April/2022 Miriam Nascimento

4\\4 MONDAY Help a client Match last year Trad IRA for her $6000 PAC $100 Her husband $6000 PAC $100 02 kids coverdell $50 PAC 1 goals & dream PAC $100 1 emergency account PAC $100

4\\5 TUESDAY Training Christin 1 KT 1 guest in the OPP

4\\6 WEDNESDAY Training Edneia 1 KT 1 FNA gather info 1 life app $220,32 1 PLPP 1 invite for friday 1 policy deliver 2 will questionary fill 5 new referral

4\\7 THURSDAY Training Edneia 1 FNA carry back 1 life app $95,96 1 PLPP 2 referral

4\\7 THURSDAY Training Lilian 1 FNA carry back 1 life app $72,39 1 PLPP

4\\7 THURSDAY Training Christin 1 KT 1 FNA info gather 1 invite

4\\8 FRIDAY IRA 2021 ($2400 & $5800) Pendings ( medical & interview schedule) Guest & KT schedule Scheduling guest

see you at the top!