Diana Lee and Larry Pham

What

Diana Lee and Larry Pham

When

12/2/2023, 8:30 AM – 9:00 AM

Where

https://us02web.zoom.us/j/89504044510

Event Name: Virtual Meeting to review Goals and Strategies

During this meeting, I'll ask you basic questions to take care of the Asset Map. Which will give me a better understanding of your situation and see what some of your financial concerns are that I may be able to help with.


You can call/text me at 6264761286

Location: This is a Zoom web conference.

You can join this meeting from your computer, tablet, or smartphone.
https://us02web.zoom.us/j/89504044510

One tap mobile:
+1 309 205 3325,,89504044510#
+1 312 626 6799,,89504044510#

You can also dial in using your phone.
US: +1 309 205 3325, +1 312 626 6799, +1 646 931 3860, +1 929 205 6099, +1 301 715 8592, +1 305 224 1968, +1 719 359 4580, +1 253 205 0468, +1 253 215 8782, +1 346 248 7799, +1 360 209 5623, +1 386 347 5053, +1 507 473 4847, +1 564 217 2000, +1 669 444 9171, +1 669 900 6833, +16892781000
Meeting ID: 895-040-44510

Find your local number: https://us02web.zoom.us/u/kbdGBwvMjN

Please share anything that will help prepare for our meeting.:
we’ll review:

I'll ask you basic questions for the Asset map with will give me a better understanding of your situation

Really think about how much you'll need in retirement

Please have 403b, 457, Social Security and CalSTRS statements to review. Please email to me beforehand and I'll prepare for our meeting

Need to make changes to this event?
Cancel: https://calendly.com/cancellations/3464fb83-4db1-46b9-81cb-be97fde39741
Reschedule: https://calendly.com/reschedulings/3464fb83-4db1-46b9-81cb-be97fde39741