I hope this email finds you well. As many of you know, I transitioned to LPL as my new Broker/Dealer earlier this year. This transition was made with you in mind; to enhance the level of service and resources I can provide for you. I want to take this opportunity to ensure you feel confident and informed moving forward.

I am hosting a special webinar to help you better understand your client statements, navigate your online account, and answer any questions you may have regarding them.

Webinar Details:

Title: Understanding Your Client Statements and Online Login

I’ve set up two convenient dates for you to choose from:

• Thursday, October 3rd at 4:00-4:30 Pm - Zoom Link
• https://us02web.zoom.us/j/82493789554?pwd=my4aBWHiKUtWVRl2Bha1lPschsMjcD.1 ,
•  
• Tuesday, October 8th at 4:00-4:30 - Zoom Link
• https://us02web.zoom.us/j/88509383331?pwd=SUgiHkK2I4oKaYUDIprZvd0KqNbmXe.1
•  

During the webinar, I will walk through the details of your statements and online access. If time allows, there will be time for Q&A, but as always, I welcome your contact individually with questions and will also have a link to schedule a personal time to meet via Zoom.

How to Register: Please click on the link above with for your preferred date to reserve your spot.

I look forward to connecting with you soon and ensuring everything is clear regarding your statements and account access.