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Step Four
Building the House
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Theme:
Mobilize Your Resources and Start Acting on your IPS - Money responds to disciplined action.
Description:
This is action time. We will...
- Open custodial accounts at TD Ameritrade
- Transfer assets into new custodial accounts
- Reposition assets in accordance with the IPS
- Establish your access to account information
Educational Resources:
Action Item:
- Introduction to other people like yourself who might enjoy meeting us
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