To: All Employees

From: Jacob Siebert, CEO

Subject: Annual Update on Company Progress

22 February 2020

1. Our company has had significant growth this past year. We have great pleasure as a team knowing that we have exceeded our growth expectations for 2019.
2. Compared to target growth of 150 new clients, we reached 225 new clients. Our assets under management grew $18 million this year from new clients. Total assets under management have finally reached $100 million, due to exceptional investment growth and client recruitment.
3. Client retention has stayed at 96%, while there is still room for improvement, we have consistently stayed far above the national average for a financial advising firm. Our business will continue holding our primary market of military and veteran families, while we continue expansion into our secondary market of medical doctors.
4. With growth strong, loyal customer bases, and superior returns last year we are in a strong position to continue our success. Keep up the excellent progress and do not hesitate to ever reach out to me or the rest of management for any issues.

Jacob Siebert

Founder and CEO of Veteran’s Financial Advising

To: All Employees

From: Jacob Siebert

Subject: Hurricane and Inclement Weather Policy

1 February 2020

1. In times of inclement weather such as a hurricane, employee safety becomes the top priority. If the weather provides a serious risk to employee safety, then work within the office will be canceled. Employees are encouraged to monitor the news on potentially dangerous weather such as hurricanes, and are encouraged to heed all official announcements from government centers on the issue.
2. Management will notify all employees on when the weather emergency has passed and it is deemed safe to commute again. If there are still dangerous conditions at that time it will be the employee’s responsibility to notify their supervisor so alternative courses of action can be made.
3. While work is canceled during a hurricane, provided you are in a safe location, employees should stay up to date on communications between clients and coworkers. Teleworking is authorized and encouraged while in emergency weather situations, so the impact on work functions are minimized.
4. If you have any questions or concerns, please do not hesitate to contact me at jasiebe@g.clemson.edu or by stopping in my office.

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