Skip Main Navigation
Page Content

Save This Event

Event Saved

Client Orientation 10-31-17

Syverson Strege and Company | Sherpa Investment Management

Tuesday, October 31, 2017 from 11:45 AM to 1:00 PM (CDT)

Client Orientation 10-31-17

Ticket Information

Type End Quantity
Registered Guest Oct 31, 2017 Free  

Share Client Orientation 10-31-17

Event Details

Client Orientation - not just for NEW clients

Join us on October 31st to learn about the investment philosophy we use to design our client portfolios.

 

In addition, we will guide you with:

  • Logging into your client web portal
  • Viewing your monthly investment statements
  • Viewing your quarterly performance reports

DATE:
Tuesday, October 31, 2017

TIME:
11:4 AM - 12 Noon - Registration & Lunch served
12:00 Noon - 1:00 PM - Presentation

LOCATION:
Syverson Strege and Company | Sherpa Investment Investment
4125 Westown Parkway, Suite 104
West Des Moines, IA 50266

Have questions about Client Orientation 10-31-17? Contact Syverson Strege and Company | Sherpa Investment Management

Save This Event

Event Saved

When & Where


Syverson Strege and Company | Sherpa Investment Management
4125 Westown Parkway
Suite 104
West Des Moines, IA 50266

Tuesday, October 31, 2017 from 11:45 AM to 1:00 PM (CDT)


  Add to my calendar

Organizer

Syverson Strege and Company | Sherpa Investment Management

We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Discover our commitment to your goals as we provide clarity amongst the endless options and help you find the financial answers you seek.

  Contact the Organizer

Interested in hosting your own event?

Join millions of people on Eventbrite.

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.