Join us at Compass Financial Services on November 13th for an educational seminar designed to help you feel more confident and connected in your financial journey.

Whether you're new to Compass or just want to make the most of the tools available to you, this session will walk you through practical tips for managing your accounts, accessing documents, and engaging with technology.

Led by Compass Advisors, we will cover:

 ✅ How to sign up and navigate Account View
 ✅ Going paperless and accessing tax documents
 ✅ How to read your statements
 ✅ Understanding basic account types
 ✅ How to eSign documents and open secure emails
 ✅ Exploring the Compass website for blogs, events, and scheduling
 ✅ A live demo of AI tools like ChatGPT and Jump AI

This is a great opportunity to ask questions, see tools in action, and learn how to simplify your financial experience.

Lunch will be provided for those who register for the in-person event, so please register for yourself and anyone you plan to bring. When RSVPing, please be sure to indicate how many guests you plan on bringing.

Can't make it in person? RSVP for our virtual presentation instead to receive a full recording of the seminar, even if you can't attend. RSVP here.