Introducing the Affiance Financial Client Portal
Affiance Financial Client Portal Training
Join us for an introduction to our new Client Portal!
During this half-hour webinar, our financial planners will give a virtual tour of the portal, pointing out features and capabilities including:
• Home page highlights
• How to view all of your account values in one place
• A breakdown of the Portfolio page
• How to securely send and receive digital documents
• The answers to your Client Portal questions
Choose the session that works best for you:
Wednesday, March 6 at 6:30 p.m. with Financial Planner Steven Schoenberger, JD
Tuesday, March 12 at 6:30 p.m. with Financial Planner Steve Drost, CFA, CFP®, BFA™
Wednesday, March 13 at Noon with Financial Planner Kyle Berg, CFP®, BFA™
Questions? Contact Marcia Zappa at (952) 253-2572 or firstname.lastname@example.org.