Broker Check
28 Jan
VDM Wealth Portal Tutorial on Zoom!

Description

Vista Del Mar Wealth Management is committed to making sure that you are as much a part of your finances as we are. With our firm going almost exclusively online, this can be a little intimidating, but don't worry - we're here to help! 

Join Mahalene and Amanda on January 28, 2020 as we navigate you through the world of your personal VDM Wealth Portal!

We'll meet via Zoom (link below), and show you:
  • how to access your portal,
  • where and how to edit the information on the portal,
  • and where to find and access your Vault (the place where your statements, tax forms, and other important documents will be housed)

Our Zoom meeting will start at 6:30PM; we'll go over the importance of using the portal and run through a how-to with a mock client example.  We'll do a Q&A session at the end.

Dress code: Zoom casual.  We look forward to seeing you there!

Link to meeting: https://us02web.zoom.us/j/8861469334?pwd=TTg5bks5bVF1d1BZcyttWkpoVWVJQT09

Date and Time

Thu, Jan 28, 2021

6:30p - 7:30p PST

Location

Zoom

2021-01-28T18:30:00.0000000
2021-01-28T19:30:00.0000000
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