This is a 45 minute meeting to learn about the eMoney platform, as well as to set up logins for relevant financial websites. We will be meeting via Zoom and doing screen sharing to get you set up and ready to go.
45 minutes
eMoney Overview (Zoom)
This is a 45 minute meeting to learn about the eMoney platform, as well as to set up logins for relevant financial websites. We will be meeting via Zoom and doing screen sharing to get you set up and ready to go.
45 minutes
Zoom Meetings
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.