The Junxure Consulting and Training team offers regular opportunities to enrich and expand your knowledge and use of Junxure Desktop. Below is a list of the upcoming classes offered. Click the links to register.
For overall supplemental education videos, see Junxure Desktop Educational Videos.
Wed Nov 6 from 2-3pm Eastern
Global mailings happen year-round - we mail newsletters, privacy polices, RMD reminders, and even holiday cards! Why not do it efficiently? From running lists to sticking labels, setting up to dropping off - get ready to send out your mailings and emails through Junxure and reap the benefits of helpful mail merge tools and accurate communication history, all within your Junxure database.
In this class you will learn:
Tue Dec 3 from 2-3pm Eastern
How can Junxure help if your firm is audited? In this class, we will review items commonly requested by the U.S. Securities and Exchange Commission (SEC) and demonstrate how Junxure can help you easily and efficiently gather these items.
In this class, you will learn how: