Informational Meetings
There are two primary ways to get information and help concerning your Plan account and how to invest in it.
Periodic Group Education Meetings
The investment professionals at Highland Advisory Group will provide group education meetings periodically for participants in the Plan. They will also be available for one-on-one investment counseling meetings with individual participants. You are highly encouraged to attend one of these meetings in order to fully understand the importance of selecting a prudent portfolio.
One-on-One Investment Meetings Between a Plan Participant and an Advisor
Plan participants also have the option to have a one-on-one meeting with an investment advisor during their visits to your Plan. This kind of meeting is designed to help you select the model portfolio that is most appropriate for you. If you would like to schedule a one-on-one meeting with an advisor, please contact tcook@highlandwealth.com PRIOR to your meeting, you MUST download the following questionnaire and complete it: