11/17/21: Document Control with Hannah Newsom and Ysabella Ramirez

• The slides can be found here.

• Document Control Queue: What it looks like and how we prioritize orders

• E-Recording vs. Mailing in House

• Service: Walzing and personal service by sheriff or by process server

• Document status defined: sent to recorder, sent for personal service, completed vs recorded

10/21/21: Financial Planning Session with Ryan Frailich

• Ryan is the founder of Deliberate Finances and hosted a customized session for Levelsetters.

• If your bank account is about to experience a "more than usual" transaction at the beginning of November, this recording is for you!

• You can contact Ryan here.

8/4/21: Ya Love to Learn It: SHOW ME THE MONEY!

• Here at Levelset, we're all about showing them the money, but it's totally fine to want to learn more about how to (say it with me now) SHOW ME THE MONEY!

• This is a recording of our exciting session on the investing basics: risk, reward, diversification, oh my!

• You can contact our speakers at corey.souliotis@nm.com or Bijan.ahmad@nm.com

3/17/21: March #ladies-of-levelset Guest Speaker

• Karla is Levelset's first female Board Member.

• She's been a leader, CEO, and co-founder in the fintech space for over 10 years.

• She joined us for Wednesday lunch to discuss her career path, and share some of the advice she has as a woman in leadership.

12/1/20: December #ladies-of-levelset Guest Speaker

• Lamaan is a Cairo based health and life coach

• She previously worked for a cosmetic start-up in L.A. where she was the only female employee

• She has since returned to Cairo where she started her own youtube channel and podcast, Cut the Crap.

9/18/20: with Bradford

• 401k FAQs

• Betterment Intro Experience

• Difference between traditional 401k and Roth 401k

• See the #401k_onboarding channel for more details

9/9/20: September #ladies-of-levelset Guest Speaker

• Fellow Bravo watchers may recognize her from her guest appearances on the show Vanderpump Rules, but she is also a stand-up comedian, actress, screen-writer and podcaster. Her podcast, "Be Here for Awhile" tackles a variety of topics ranging from dating and pop culture to race relations in America, mental health and wellness, and finding strength during hard times.

• Rachael joined us to talk about what it's like being a female comedian in the male dominated entertainment industry and how she handles misogynistic comments from fellow entertainers and even on her own social media platforms.

• You can find Rachael online, or listen to her podcast "Be Here For A While." Important Note: Rachael is a comedian. Her stand-up routine contains adult content, but for the purposes of this meeting the content presented will be completely professional and relevant.

8/21/20: Ryan Frailich

Personal finances don't need to be painful. In this session, we'll cover how to think holistically about your finances, especially given the uncertainty during the pandemic. We'll talk about how to plan for everything from the next month to preparing for the next few decades. The first 30 minutes are a presentation, and the last 30 minutes are helpful Q&A. Some resources:

• The article Ryan mentioned on markets, and why, over time, they tend to increase.

• The portal to find a fee-only planner who works on a subscription basis. People can go there and search by specialty, location, etc.

• Ryan's email is ryan@deliberatefinances.com if you'd like to follow up with any questions.

• In this wellness lunch and learn, we did a deep dive into nutrition and wellness with Emily Van Eck! The topic is how to stay mindfully healthy at home, and Emily discusses body experiencing (how to let hunger and fullness be your guide), mindful eating, joyful movement, breaking up the sitting routine, and the facts and myths about healthy eating.

• The lunch and learn is a 45 minute workshop / presentation, followed by a 15 minute Q&A, and Emily provided us with a one batch cooking recipe and moving activity.

• More Info About Emily: www.emilyvaneck.com

• This session will provide tools to establish boundaries with work/life balance, especially as we continue to work remotely.

• We'll take a look at defining mindful boundaries, with an emphasis on avoiding burnout and transitioning from home to work (and back again) when it is all in the same place - and for some folks, in the midst of family.

• Join this 25 minute recorded session where Lisa takes us through a guided meditation.

• Click here for more about Lisa and Being Well Yoga.