TEL.(303) 470-1209

Technology workshops



Share |
Technology workshops

October 24, 2018 - November 2, 2018

8:00a - 5:00p US Mountain Standard Time

Kummer Financial Strategies LLC

Kummer Financial Strategies LLC

8871 Ridgeline Blvd Ste 100

Littleton ,  80129
Map

2018-10-24T08:00:00.0000000
2018-11-02T17:00:00.0000000
P9DT9H

Organizer:

Kummer Financial Strategies LLC [email protected]

Presenter:

KFS Team

Event details:

 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. 


Event Registration



Thank you!

Error processing your request. Please try again at a later time.