Module 1 Content
Module 1 Practical Application
#1: Schedule Zoom for Practical Application Check In Below
#2: Provide Statements for Savings, Investments, Home
Option 1: Email as attachment
Option 2: Fax to 661-829-4153
John and Beth Berry Buckets at end of Module 1
John and Beth Berry Right Capital Financial Planning Input at End of Module 1
**Reminder – Read through The Retirees Guide to Housing Wealth before getting to Module 6