2015 Portfolio Review and Planning Meeting
2015 is here! It is time! Please click here to schedule your 2015 Portfolio Review and Planning Meeting! This may be the most important meeting you will have with Legacy this year! As Jerry questions in his article: What’s your plan? Have you completed all the items of your action plan? Do you need to update you action plan? Is it time, having completed all the items of your action plan, to establish another? Are your originally established plans going wrong? Is it time to regroup? What might the implications be if you have no plan? This is YOUR opportunity to review your plan to be sure you are making progress in achieving what is important to you!