Hi {ATTENDEE_FIRST_NAME},

Your Follow-Up Appointment with EnlightnU Wealth is confirmed for {EVENT_DATE_ddd, MMM D, YYYY h:mma} - {EVENT_END_TIME} ({TIMEZONE}) with {ORGANIZER}.

This conversation is intended to build on what we discussed previously and continue moving your planning forward at a comfortable pace.

During the call, we may review:

Any updates or questions since your last meeting
Strategies or recommendations we discussed previously
Additional planning opportunities or concerns
Next steps based on your goals and priorities

There is no need to prepare anything formal unless specifically requested by your advisor. The purpose of the meeting is simply to continue the conversation and make sure you feel informed and confident about the path ahead.

You can click the link below to join the call on {EVENT_DATE}:

{LOCATION}

{MEETING_URL}

We look forward to speaking with you again.

Best,

The EnlightnU Team
913-392-9022