Hi {ATTENDEE_FIRST_NAME},

Your Advisory session has been confirmed.

We’re glad to have you with us and look forward to being part of your financial journey.

📅 {EVENT_DATE} ,{EVENT_TIME}
📍 Join via {MEETING_URL}

During this 30-minute conversation, we will:

Learn more about your goals and financial priorities.
Share how CUSP Wealth can help you achieve them.
Answer your questions and guide you through the next steps in building and managing your wealth.

No preparation needed: you bring purpose and aspiration – we bring clarity and expertise.

See you soon!

Please note: By joining this session, you consent to the session being recorded for training and quality-assurance purposes, in accordance with our Terms & Condition.

Kind regards,
The CUSP Wealth Team
cuspwealth.com

For more details, please refer to our full disclosure on our website.