Getting The Most Out Of Your Client Portal: AdviceWorks

01 Aug

Description

Join us as we help you navigate your online Client portal: AdviceWorks. We will review how to log in,
where to locate accounts and statements. We will also review some enhanced features you may not
know you have access to!

Date and Time

Thu, Aug 01, 2024

6:00p - 6:30p PST

Location

Via Zoom-you will see the zoom link after registering

Details For Attendees

https://cetera.zoom.us/j/91337382143?pwd=xRCAGopk4wX6VxmKqgT7w40yjbCXN7.1

Hi there,

You are invited to a Zoom webinar.
When: Aug 1, 2024 06:00 PM Arizona
Topic: Getting the most out of your Client Portal:  AdviceWorks

Please click the link below to join the webinar:
https://cetera.zoom.us/j/91337382143?pwd=xRCAGopk4wX6VxmKqgT7w40yjbCXN7.1
Passcode: 985642
Or One tap mobile :
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Or Telephone:
    Dial(for higher quality, dial a number based on your current location):
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Webinar ID: 913 3738 2143
    International numbers available: https://cetera.zoom.us/u/adXuZdaYr7

Or an H.323/SIP room system:
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    Meeting ID: 913 3738 2143
    Passcode: 985642
    SIP: 91337382143@zoomcrc.com
    Passcode: 985642
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. 

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