Screen Design Examples Gloria Gery Gery Associates 108 South Trail, Tolland MA 01034 (413) 258-4693...
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Screen Design Examples Gloria Gery Gery Associates 108 South Trail, Tolland MA 01034 (413) 258-4693 [email protected]
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Transcript of Screen Design Examples Gloria Gery Gery Associates 108 South Trail, Tolland MA 01034 (413) 258-4693...
Screen Design
Examples
Gloria GeryGery Associates
108 South Trail, Tolland MA 01034(413) 258-4693
How should I invest a lump sum? How can I make periodic payments? How can I reallocate my investments?Manage client’s expiring optionsSwap bondsTransfer outside assets to PaineWebberOpen a new accountMove client accounts to another broker
ProcessesQuestionsInvestmentsSituationsProblemsEventsI want to
Major Tasks and Events Menu
EventsList
Death Birth of a child MarriageDivorceRetirementChildren finish School
ProcessesQuestionsInvestmentsSituationsProblemsEventsI want to
Planning InvestmentsActionsOther Services
Get Social Security number Update or create a willAdd child as a beneficiaryAdd child as existing account co-ownerUpdate profileSend letter of congratulations
EventsList
Major Tasks and Events Menu.
More Displays X is for incomplete checks
Menu on left reveals right menu when selected
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