[Ggcs-presentations] Fwd: What can we help you with?
Debbie Leight Mansfield
debbie at made-easy.net
Mon Mar 12 16:57:38 MDT 2018
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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