Back to All Events

Financial Dashboard Classroom

  • NEXT Financial Group, Inc. 6301 Wayzata Boulevard Minneapolis, MN, 55416 United States (map)

FEATURES OF YOUR DASHBOARD:

  • ORGANIZER - Connect all your accounts and information for an organized, consolidated view.
  • FINANCIAL WORKSHOP - See if you're on target to reach your most important financial goals.
  • EDUCATION CENTER - Your own library of videos, articles and resources to increase your financial knowledge.
  • VAULT - Safely store your most important documents for quick & easy access.
  • UPDATED NET WORTH - Your net worth is calculated and updated daily.
  • SPEND TRACKING - Know how much you're spending & where it's going.
  • BUDGETING TOOLS - Set budgets to help you reach your savings goals.
  • INVESTMENTS - Interactive charts & detailed views provide you with increased visibility into your accounts.
  • ALERTS - Be alerted of important changes to your accounts and investments, important dates, and reminders too.

Space is limited.  No cost to attend.  All Consulting Services clients will receive a certificate for a free car wash.  To reserve your seat please call: 952-540-0153 or fill out the form below.

RSVP Form

Name *
Name
Phone *
Phone
Address
Address
Earlier Event: July 12
Financial Dashboard Classroom
Later Event: August 11
Financial Dashboard Classroom