Your Adviser may invite you to attend a Smart Money online guest speaker that pertains to your situation.
Invite required from your Adviser; your Adviser will notify you the date and time as well as activate your stream enabling you to watch the speaker.
To watch; login to your account, go to the WorkShop tab and tap on the Live Stream tab. As soon as the presentation begins you will be able to view the event.
No downloads, no signups, no emails, no links to follow just tap and watch.
Want a Face to Face meeting but do not have the time to drive to the destination or meet from long distances?
Go to your messages tab and send your Adviser a message that you would like to have a Video Conference Call.
You can use any mobile devise or pc that has a web-cam.
When you are ready for your meeting simple login, tap on the WorkShop tab and tap on the Video Chat button. You will be connected. You can add up to eight people to join you helping to get everyone involved up-to-date.
Your Advisers can Screen Share showing you documents as well as walk you through the system.