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Benewealth Strategies Inc.

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Introduction Discussion with Daniel

1 hour

Introduction Discussion with Danica

1 hour

15 Minute Chat with Daniel

15 minutes

15 Minute Chat with Debra

15 minutes

15 Minute Chat with Danica

15 minutes

45 Minute Zoom Meeting with Danica

45 minutes

45 Minute Zoom Meeting with Daniel

45 minutes

Financial Planning

Introduction to Financial Planning

1 hour

Group Benefits

Introduction to Group Benefits

30 minutes

Current Client Group Benefits Meeting

1 hour

Insurance

Current Client Review with Danica

1 hour

Current Client Review with Daniel

1 hour

Initial Insurance Discovery Meeting

1 hour

Investments

Investment Discovery Meeting with Daniel

1 hour

Investment Discovery Meeting with Danica

1 hour

Current Client Investment Review with Daniel

1 hour

Current Client Investment Review with Danica

1 hour

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