[Ggcs-presentations] What can we help you with?

Debbie Leight Mansfield debbie at made-easy.net
Sat Apr 7 10:09:35 MDT 2018


Hi All,
   Can anyone help the client below?
Thanks!
Debbie

On Mon, Mar 12, 2018 at 3:57 PM, Debbie Leight Mansfield <
debbie at made-easy.net> wrote:

> Hi All,
>    The client below is located in Sacramento and our folks don't travel
> that far. Does anyone know anyone who can help with the below?
> D
>
> <http://www.made-easy.net>
> Debbie Leight Mansfield
> Computers Made Easy
> www.made-easy.net
> (415) 475-1930
> Download my contact file here <http://made-easy.net/DebbieLeight.vcf>!
> <http://www.linkedin.com/in/debbieleight/>
>
> ---------- Forwarded message ----------
> From: May Lor <may.lor at hansonmcclain.com>
> Date: Mon, Mar 12, 2018 at 2:19 PM
> Subject: RE: What can we help you with?
> To: Debbie Leight Mansfield <debbie at made-easy.net>
>
>
> Hi Debbie,
>
>
>
> Thank you so much for responding to our inquiry. Here’s a quick overview
> of what we are looking to do for our clients. I appreciate any assistance
> you can provide in our search for a speaker/instructor.
>
>
>
> We are a financial services firm who help baby boomers plan for and
> transition into retirement. Most of our clients are retired and we’d like
> to provide “value added” services. One event that we are hoping to put
> together for our clients is a technology 101 workshop. It would include,
> but not limited, to the topics listed below. The workshop would include a
> presentation and a follow Q&A session. We’d like to have someone who is
> comfortable speaking to an audience, patient, and has a lot of knowledge
> related to the topics below. The timeframe we’ve set to have this event
> held would be in a month, in April.
>
>
>
> •             Online security:  what to do to protect against scams and
> phishing, unsecure vs. secure internet access points, avoiding malware/virus
>
> •             Keeping online access to financial accounts secure, and
> conducting a demo of our Client View to include electronic statements and
> secure communication
>
> •             Social media (i.e. Facebook, Twitter): privacy, navigation,
> and engagement
>
> •             Entertainment/Media:  Downloading and subscribing to podcasts
>
> •             Utilizing and organizing digital devices:  iPhones, iPads,
> Galaxy, eReaders
>
> •             Online resources:  checking credit scores and history,
> creating a MySocialSecurity account, and banking bill pay
>
> •             Becoming familiar with smart fitness devices:  fitbit,
> Garmin, etc…
>
> •             Social interaction:  Skype, Facetime, Facebook video calling
>
>
>
> Thank you!
>
> May
>
>
>
> *From:* Debbie Leight Mansfield [mailto:debbie at made-easy.net]
> *Sent:* Friday, March 9, 2018 3:30 PM
> *To:* May Lor <may.lor at hansonmcclain.com>
> *Subject:* What can we help you with?
>
>
>
>
>
>
> <http://www.made-easy.net>
>
> Debbie Leight Mansfield
>
> Computers Made Easy
>
> www.made-easy.net
>
> (415) 475-1930
>
> Download my contact file here <http://made-easy.net/DebbieLeight.vcf>!
>
> <http://www.linkedin.com/in/debbieleight/>
>
>
> * <https://www.hansonmcclain.com/>* *May Lor *
>
> *Director of Special Projects may.lor at hansonmcclain.com
> <may.lor at hansonmcclain.com> *
> direct: (916) 482-2196
> main: (800) 482-2196
> fax: (888) 394-2939
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>
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