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Introduction to Affiance Financial's Client Portal
Join Financial Planner Steven Schoenberger for an introduction to Affiance Financial's Client Portal. Steven will share key features and capabilities and answer your Client Portal questions.

Mar 6, 2019 6:30 PM in Central Time (US and Canada)

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Speakers

Steven Schoenberger, JD
Financial Planner
Steven joined Affiance Financial in August, 2015. As part of the Affiance team, he helps clients develop long-term strategic financial plans, maintain investment portfolios, and use retirement plans, life insurance, and other tools to achieve financial independence. Steven aims to work with young families, entrepreneurs, professionals, and business owners to address their planning needs—ranging from budgeting and saving, to risk management, to strategies for protecting and passing assets on to future generations.