30
Jan
Lunch and Learn - Osaic E-quipt Client Portal Access
Description
E-quipt Client Lunch and Learn
Please join us for a walkthrough of setting up your account view with Osaic Wealth E-Quipt Client Portal
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 Osaic Wealth platform.
Ticket # 7506037
Date and Time
Thu, Jan 30, 2025
12:00p - 1:00p PST
Location
Daniel Wealth Management
234 Broad St.
Sumter
29150