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Good morning All,

This will be a meeting to review the investments for the Upland Schools investment accounts at Telemus. Looking forward to catching up soon.

Thanks,
ADAM PAWLOSKI, CFP®
FINANCIAL LIFE Advisor

Two Towne Square, Suite 800
Southfield, MI 48076
Phone 248-827-0126
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Telemus Capital is a division of Kovitz Investment Group Partners, LLC (“Kovitz”). Kovitz is an investment adviser registered with the Securities and Exchange Commission. SEC registration does not constitute an endorsement of Telemus by the SEC nor does it indicate that Telemus has attained a particular level of skill or ability. The Forbes Top RIA ranking referred to above is based on 12/31/2021 numbers. Telemus Capital achieved this award while they were Telemus Capital, LLC, prior to the acquisition by Kovitz. The basis of the award did not change due to the acquisition by Kovitz and is still material to Telemus Capital. While Telemus did not pay any fee to be included in the Forbes ranking, it did pay a fee for the use of marketing material regarding the Forbes award. This electronic transmission (and any attached document) contains confidential information from Telemus Capital, and is for the sole use of the individual or entity to whom it is addressed and may be privileged, confidential or exempt from disclosure under law. If you are not the intended recipient of this email, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any other dissemination, distribution or copying of this transmission is strictly prohibited. If you receive this message in error please notify Telemus Capital at compliance@telemus.com, and destroy the attached message (and all attached documents) immediately. Thank you for your cooperation. Any advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor as a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

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Confirmed Invitee Information
Name: Upland Terteling
Company: Upland Hills School
Phone Number: +12486932878

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