Broker Check
04 May
Navigating Advice Works - Client Portal

Description

Thanks for setting up your AdviceWorks account! This powerful tool will help us collaborate securely, even on the go, as we share account information, leverage strategy and budgeting tools, and more. Each quarter we will focus on a different feature offered by this amazing tool.

Please join us for the first meeting on May 4th, 2023. We are offering this first

session at 6:00 P.M. EST for your convenience. You will receive an invitation email at the beginning of this year's quarter.

Date and Time

Thu, May 04, 2023

6:00p - 6:30p EST

Location

Zoom Meeting

PT30M

Event Registration

Will you be able to attend this event?