Client Orientation 5.16.23

Syverson Strege

Join us for our in-person or virtual client orientation.

We are offering an in-person (and virtual) Client Orientation Workshop for new and established clients. The workshop will be held at the Syverson Strege office or via Zoom on Tuesday, May 16, 2023, from 3 - 4:30 PM.The workshop will cover the areas: <ul><li>How to read statements</li><li>T﻿ax forms</li><li>Client portal/online access </li><li>APS (Annual Planning Session) process </li><li>Recordkeeping/shredding documents </li><li>Handling charitable gifts from your IRA </li></ul>If you come in-person, please bring your devices so you can practice logging in to your client portal. If you join virtually, you will have ample opportunity to ask questions and interact with the financial planners.We hope to see you there! Thanks!

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Client Orientation 5.16.23

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Client Orientation 5.16.23

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