Broker Check
25 May
Accessing AdviceWorks: How to Guide for your Client Portal - 6:30p EST

Description

  • Looking for a holistic view of all your accounts? 
  • Need to access Cetera statements or tax documents? 
  • Want a simple way to store and send documents?
  • Want to track progress towards various investments goals?
Your new client portal can do all these things and more.  Join us on May 25th at 12:30p or 6:30 EST to learn more about how to access these features through your portal.  

Guest Speaker : Mike Gulker, AIFA with Cetera Business Specialist Team

Date and Time

Tue, May 25, 2021

6:30p - 7:30p EST

Location

ZOOM

Note

Registration will close 1 hour prior to event. Event is expected to last between 30-45 minutes.

PT1H

Event Registration