October 24, 2018 - November 2, 2018
8:00a - 5:00p US Mountain Standard Time
Kummer Financial Strategies LLCKummer Financial Strategies LLC
8871 Ridgeline Blvd Ste 100Littleton , 80129
Organizer:Kummer Financial Strategies LLC [email protected]
The benefits of the new portal include:
- Account aggregation – a single view of your personal, financial and business data in one secure location Instant access to custom financial reports and projections
- Real-time access to your financial picture – with the option for automatic data feeds from your various financial institutions
- Secure digital vault – storage for all of your legal, financial and family documents in one place and accessible from anywhere in the world
The new client portal will replace the current portals on Black Diamond and the online Client Portal/Wealth Center in November 2018, allowing you to visit one place for information and documents. RSVP today for one of the days/times listed. Call (303) 470-1209 or email: [email protected]
Wed Oct 24th 9:00 a.m. | 12:00 p.m. | 6:00 p.m.
Fri Oct 26th 9:00 a.m. | 12:00 p.m. | 3:30 p.m.
Tues Oct 30th 7:30 a.m. | 11:00 p.m. | 3:30 p.m.
Fri Nov 2nd 9:00 a.m. | 12:00 p.m. | 3:30 p.m.