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Tech Webinar #1 – Client Website and Portal Review

Tech Webinar #1 – Client Website and Portal Review

Presented By: Ryan Rink, CFP®, EA

Take a live tour of your eMoney website and Charles Schwab account. Learn tips and tricks of how to better use the features provided, along with other Shakespeare technology techniques and offerings.

Join us via Zoom on September 14th at 1:00pm CT:

https://us02web.zoom.us/j/86877495052?pwd=VO9metIT-AhPFbAJFoPp6LGjehYxAs.1

Meeting ID: 868 7749 5052
Passcode: 713639

 

 




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