Description
If you were with us for our January market update webinar, you might have heard that our goal is to have a client educational webinar every 6-8 weeks. It is part of our goal of enhancing our offering to clients. I wanted to share that we have our next webinar scheduled for Monay, March 4th at 5pm. In case you aren’t using it already, Cetera’s online client portal, Adviceworks, is one of the industry’s best. We will be doing a walk through of the website. Some areas of focus will be how to check balances, document storage, account histories as well as some of things you may not see unless you look for it. Please join us by registering using the link below. We hope to see you there!
https://cetera.zoom.us/webinar/register/WN_Kg3SqEDKSYCStsT84RrmDQ
Date and Time
Mon, Mar 04, 2024
5:00p - 6:00p EST