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Clay Gillespie, CFP, CLUR.J. Kelly, AEP, MSFSJuli Y. McNeely, CFP, CLUNelson Kenneth Wood
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
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Author(s):

Clay Gillespie, CFP, CLU

Clay Gillespie, CFP, CLU

Second Vice President

R.J. Kelly, AEP, MSFS

R.J. Kelly, AEP, MSFS

Juli Y. McNeely, CFP, CLU

Nelson Kenneth Wood