Client Orientation Workshops
Syverson Strege will be offering a virtual Client Orientation Workshop for all Syverson Strege clients, whether new or established, who want to learn more about being a client.
The first workshop of 2021 will be on Thursday, April 15 at 1:30 PM.
The workshop will cover the following areas:
1) How to read statements
2) Tax forms
3) Client portal/online access
4) APS (Annual Planning Session) process
5) Recordkeeping/shredding documents
6) Handling charitable gifts from your IRA
The workshop will be virtual, but clients will have ample opportunity to ask questions and interact with Syverson Strege Financial Planners and/or Associate Financial Planners.
Click here to register.