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Clay Gillespie, CFP, CLU
R.J. Kelly, AEP, MSFS
Juli Y. McNeely, CFP, CLU
Nelson Kenneth Wood
Apr 22, 2021
Why study groups need agendas
To get the most out of study group meetings, Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood believe in the power of an agenda. Having a set agenda keeps everyone on track and makes sure you respect members' time.
Study groups
Author(s):
Clay Gillespie, CFP, CLU
Second Vice President
R.J. Kelly, AEP, MSFS
Juli Y. McNeely, CFP, CLU
Nelson Kenneth Wood