ID

7effb068-e6cb-4343-a664-7d06ecec1d85

2023-02-13

DONE Investigate Adverse Action - Copy Cut Off 2.0 issue

CLOSED: Tue Feb 14, 202302:33

:LOGBOOK:

CLOCK: Mon Feb 13, 202314:50--Mon Feb 13, 202315:58 => 1:08

CLOCK: Mon Feb 13, 202310:49--Mon Feb 13, 202313:45 => 2:56

:END:

Mon Feb 13, 2023

Shortcut 162592 - Adverse Action Copy Cutoff Issue

DONE Meeting with Johanna Barrett per Perry Visit

CLOSED: Mon Feb 13, 202315:58

https://us05web.zoom.us/j/3289782946?pwd=V1RJMUtHRVZPOTlvV1k2eXVId0lVZz09

- Note taken on Tue Feb 7, 202310:31

Johanna wants to talk about the Castine Merchant's Association help with

hosting a tall ship summer

Mon Feb 13, 202315:00

DONE Collect 401K account statements and fill out info for Lisa

CLOSED: Mon Feb 13, 202314:49

ID

8ce6f439-8725-4513-bf88-4d0c85d85b97

:LOGBOOK:

CLOCK: Mon Feb 13, 202313:00--Mon Feb 13, 202313:45 => 0:45

:END:

Mon Feb 13, 2023

[[notmuch:id:DM4PR16MB52435D0BD0F10B4C5618FD82A7D09@DM4PR16MB5243.namprd16.prod.outlook.com][Email from Lisa Cremonini: CRS Form and Information needed to start the financial planning process]]