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:

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

How Money Works Podcast

Service Team Seminar Interest Form

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