Join us at Compass Financial Services on November 13th for an educational webinar 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.

When you register for this event, you will receive a link to join the event as well as a recording after the event to watch at your leisure.