CLIC Client Workshops

Gain access to your entire financial picture with the CLIC® Client portal. The client portal allows you to view progress on your financial goals, track spending, create budgets, view your investments, and securely store all of your important financial documents in the client vault.

Multiple Dates Available: 

• March 28, 2025 | 1-3 p.m.
  • 10 spots available
  • Location: TBD

• April 25, 2025 | 1-3 p.m.
  • 10 spots available
  • Location: TBD

• September 5, 2025 | 1-3 p.m.
  • 10 spots available
  • Location: TBD

• October 3, 2025 | 1-3 p.m.
  • 10 spots available
  • Location: TBD

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