
11
March
Efficient Use of the Client Portal Webinar
Description
Financial Journey Partners clients are encouraged to join us online as we address your specific questions and requests to enhance your efficient use of your Client Portal.
Topics will include:
► Budgeting
Topics will include:
► Budgeting
- Adding subcategories
- Creating rules for categorizing transactions
- Sharing documents securely with your Tax Preparer and Estate Attorney
- Using the Help Feature
Gain Efficiency Using Your Personal Financial Portal
Download our Efficient Use of the Client Portal Webinar flyer!
Join us online: Thursday, March 11, at 1:00 PM Pacific.
If you need assistance registering, contact Arielle at arielle@financialjourney.com or 408-963-2889.Date and Time
Thu, Mar 11, 2021
1:00p - 2:30p PST
Location
Financial Journey Partners Webinar
Note
Visit us online for this webinar. Contact arielle@financialjourney.com should you have any trouble connecting.