11
Jan
Lunch and Learn: Account View
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, Jan 11, 2024
11:30a - 1:30p PST
Location
Daniel Wealth Management
234 Broad St.