Calendar of Events
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Please join us for an interactive lunch to: Get Techy!
Learn everything you want to know about Raymond James Client Access:How to control mailings
Sending and receiving documents via Vault
Account Aggregation – linking external accounts
Accessing Retirement Analysis Data
How to access Raymond James Research for equitiesTUESDAY, MAY 14, 2024 11:30 am – 1:30 pm
1745 S. Naperville Road Wheaton, IL (Educational Classroom)SPECIAL GUEST SPEAKERS
Oksana Nelson, Manager, PCG Technology, Raymond James Financial
And
Steve Venetsanopoulos, Vice President, American Funds from Capital GroupSponsored by:
Steve Venetsanopoulos,Vice PresidentKindly confirm your attendance, the name(s) of your guests, along with questions/topics you would like to address regarding using Client Access
By:
May 7, 2024 to Britany Hipp, Branch Associate, at 630-690-5443 or Britany.Hipp@foundationws.com
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Foundation Wealth Strategies, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
Raymond James is not affiliated with and does not endorse the opinions or services of American Funds