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7.13.19

Investment Management in 2019 Instructions:

Course Files:
Powerpoint Presentation: 

Suplemental Files:

For Seminar Participants:

PLEASE NOTE THIS IS A NEW LOCATION:

Cornerstone Clubs - Warrington
847 Easton Rd. 
Warrington, PA, 18976

  • There is parking in the front and in the back of the building. Follow the signs to the conference room in the lower level of the building.
  • The program runs from 9:00 am to 5:00 pm EST with check-in beginning at 8:40 am. The program includes light snacks/coffee and lunch.
For Webinar Participants:

1. To download and watch the tutorial on how to use our NEW Webinar platform "Zoom", click on the following link: /assets/images/2019/Zoom Webinar Introduction.mov

2. To enter the Zoom virtual room at 8:40 am (EST) (webinar location):
a. Click on the following link: https://zoom.us/j/897959859
b. Enter as a guest: type in your name (Last Name, First Name)
c. Please note, you will need to record 6-8 passwords during the Webinar. At the conclusion of the event, you will need to enter the seminar passwords into question 4 of the course evaluation form below.

3. COMPLETE COURSE EVALUATION FORM AT THE CONCLUSION OF THE EVENT (PLEASE MAKE SURE YOU HIT THE "SUBMIT SURVEY" BUTTON AT THE END):
Create your own user feedback survey

4. To comply with State Board regulations: Please note, you will need to record 6-8 passwords during the Webinar. At the conclusion of the event, you will need to enter the seminar passwords into question 4 of the course evaluation form (you will see this when you click on the course evaluation link). Once we receive your passwords and a completed evaluation survey, a copy of your certificate will be emailed to you in a few days. Please make sure you complete the survey at the conclusion of the event. In addition, you will also be expected to participate in any polls presented during the webcast. Please give me a call if you have any questions or concerns (267-251-3805).