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