Broker Check

Client eMoney Workshop

We are very pleased with the rollout of our new “electronic reporting” system! While many of our clients have been sent their eMoney personal portal, we realize that you may still need some assistance with the program. We held our first training sessions in Portsmouth and Wolfeboro in June and July, 2015 – they were very well received! We continued the training in the Fall of 2015 and will continue to host these training sessions (on the 3rd Tuesday of most months).