Website Walkthrough
About This Webinar
Take a look around our new and improved website. This webinar is provided on-demand to you as a helpful introduction to the new layout, features, and Client Center.

Securities and investment services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and a registered investment advisor. Cetera is separate from any other named entity.
Agenda
  • Main Menu (00:00-01:41)
  • About (01:42-03:32)
  • Services (03:33-04:19)
  • Resources (04:20-05:59)
  • Contact (06:00-06:20)
  • Client Center Comprehensive Walkthrough (06:21-10:37)
This webinar will show you…
  • 1620331303-f4da05b211d1222d
    General Overview
    Section-by-section walkthrough of the Sunrise Wealth Advisors menu.
  • 1620331191-11b966233a101831
    Helpful Resources
    Ever-changing content, categorized by investment topic and filled with articles, videos, and calculators.
  • 1620331014-9c4ad213ce90c477
    Client Center
    Comprehensive overview of all client portal logins and their capabilities. Access to disclosures, sample documents, and best practices.
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