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Rapacki + Co PA myWealth discussion.

Rapacki + Co PA myWealth discussion.

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Transcript

  • 1. website
  • 2. You’ve arrived
  • 3. Does the math for you Auto Auto Populates Calculates Auto Auto Auto CalculatesPopulates Calculates
  • 4. Get set upOnce &Done
  • 5. Store Important Documents Once & Done
  • 6. It’s this easy Collect basic online account information Enter once Store in the vault Monitor and adjust Make informed decisions
  • 7. myWealth Data Collection Form
  • 8. Data Entry & Scanning Services Reduced rate for Data Entry & Scanning Services Secure disposal
  • 9. Q&AGive us a call @952-945-5011 We’re happy to help!