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
Fri, Jan 19, 2024
11:30a - 1:30p EST