Broker Check
07 March
Learn and Learn: Client Access

Description

Please join us for a walkthrough of setting up your account view with Osaic Wealth. 

During this lunch and learn we will be there to assist you and answer any questions you might have. 

Account view gives you access to view your accounts with Daniel Wealth Management through the new Osaic Wealth platform. 



tracking # 6184932

Date and Time

Thu, Mar 07, 2024

11:00a - 1:00p PST

Location

Daniel Wealth Management

234 Broad St.
Sumter 29150
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PT2H

Event Registration