Client Orientation Workshops
Syverson Strege is offering a Client Orientation Workshop for all clients, whether new or established, who want to learn more about being a Syverson Strege client.
You’ll learn about the Client Orientation Manual, recordkeeping tips, how to read your financial statements, how to use the Client Portal, the qualified charitable distributions (QCD) process, how to use DocuSign, and more. We’ll ask you to bring your devices (laptop, phone, iPad, etc.) so we can carefully walk you through the technical aspects of being a financial planning client with Syverson Strege.
The Client Orientation Workshop (for clients only) will be held at the Syverson Strege office and offered on different dates in order to accommodate your schedules. Due to the coronavirus outbreak, the original dates in March, April, and May are postponed and will be rescheduled.
Note: The Giving Club on Tuesday, March 24 has been postponed and will be rescheduled.
The Giving Club…where we come together to share values, resources, and have fun!
Every generous person has a desire to make a difference, leave lasting change in the world, and put others’ needs before their own. Offered four times per year, the Giving Club provides the perfect opportunity to bring together generous people with outstanding charities in an informative and fun atmosphere.
For more information and to register, click here.
Information coming soon.