| Due | Action | ||
|---|---|---|---|
| 2026-05-29 | Confirm cap campaign donation from Ameriprise account if necessary |
| Date | Type | Method | Notes |
|---|---|---|---|
| 2026-04-30 | Next Action Complete | โ | Completed: invite to May 8 event |
| 2026-04-28 | Next Action Complete | โ | Completed: Check in with Julian |
| 2026-04-14 | Next Action Complete | โ | Completed: post Easter follow up note; meeting request emailed 3/27 |