Our staff will be presenting in the areas of:
- Orion Client Portal
- Sharefile interface within Orion
- Running portfolio reports within Orion
- Scheduling meetings online with advisors within Orion
- Retrieving TD Ameritrade statements within Orion
We will be serving a some fun beverages and some yummy baked goods. We hope you can join us!
If you have a smartphone, tablet, or laptop please bring it with you!
If this is something that would interest you but the date is not convenient, please let us know, as we are considering hosting another event if there is ample interest.
When-Friday, April 8, 2016 from 8:00 AM to 11:00 AM (MDT) – Add to Calendar
Where-KFG Office – 1010 9th Street Suite 1, Rapid City, SD 57701 – View Map
Please RSVP by March 25th