From: To: Subject: Date: Richard Karla Re: TD Amedlrade Tuesday. January 22. 2019 5:09:35 PM sorry i missed you today lets talk tomorrow thanks Richard Kahn HBRK Associates lnc. 575 Lexington Avenue 4th Floor New York, NY 10022 On Jan 15, 2019, at 4:54 PM. Rich, wrote: Thank you for taking the time to speak to me today and helping me understand your financial needs. As your Senior Financial Consultant, my primary focus is to understand your goals and guide you through available investment solutions that could best help you pursue them. And as your financial needs change over time, I'm here to help you navigate and adjust your plans accordingly. As we discussed, my priority is to offer you more personalized service and support, including: • One-on-One Support: I'm here to get to know what's important to you and support you with ongoing portfolio reviews, defining and tracking your financial goals, and check-ins to help you get the most out of your experience at TD Ameritrade. • Personalized Guidance: Once I understand your goals, objectives, and investing style, CONFIDENTIAL SDNY_GM_000 12360 EFTA_00 I 23008 EFTA01268417