Grab your pencils and take your seats, because class is in session! Our first class of this semester is all about the RPAG portal and how to use some of our most popular resources to increase your efficiency and lessen the time you spend on monotonous tasks. Our resident portal expert, Alexis Patenaude, will be taking you step by step through these processes.
Included in this session will be:
- How to use the Meeting Minutes
- How to find Resources in the Resource Center
- How to create an FIR report
- How to instantly access scorecards on your plan cards
Questions are not only allowed but they are encouraged! This will be a live presentation where you will have the ability to get your questions answered by someone who works in the RPAG portal every single day. Take advantage of this opportunity by registering now!
September 18, 2024 at 10:00 AM PST / 1:00 PM EST
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Alexis Patenaude is an Advisor Service Associate at RPAG. She is passionate about enhancing experiences in the world of financial technology. Utilizing expertise in customer support and financial analysis at RPAG she is committed to delivering innovative solutions and exceptional service in the realm of finance and technology. |
Looking for more information?
Contact the RPAG Support Team support@rpag.com, to learn more about RPAG, get help with our platform, or anything else!
