First Friday Service Team Seminars
Confused as to all of the systems that Maestro Wealth Advisors uses to keep your investments in tune? Join Service Team members Michael James and Jessica Powell at 10 am EST on the First Friday of every month as we demonstrate these systems and more! If you can’t make it for the live stream, we will be recording them and will have a link available afterwards.
Schedule of Topics:
| Topic | |
|---|---|
| February 3 | eMoney Login & Overview |
| March 3 | eMoney Account Linking |
| April 7 | eMoney Vault (Document Storage) |
| May 4 | NFS Statements |
| June 2 | Establishing Periodic Payments |
| July 7 | eSign Process |
| August 4 | Zoom 101 |
| September 1 | Maestro Wealth Website Overview |
| October 6 | TBD |
| November 3 | TBD |
| December 1 | TBD |
