VIRTUAL SUMMIT WELCOME GUIDE
HOW TO MAKE THE MOST OF YOUR VIRTUAL EVENT
Before the Event
Check for email confirmation & reminders: Once your registration is complete, we will send you an invitation through the video conferencing client (Zoom, GotoWebinar, Microsoft Teams, etc.) Add the event to your calendar, and keep an eye on your inbox for your unique attendance link and any updates to the event!
Create an account and install the necessary video conferencing client: Instructions for Zoom | Instructions for GotoWebinar | Instructions for Microsoft Teams
During the Event
Make the most of your time by limiting distractions and prioritizing a comfortable workspace.
Take notes and participate in polls & activities to keep yourself engaged in the discussion.
Download valuable tools & resources provided by event hosts & speakers.
Don’t be afraid to ask questions! Our expert hosts and speakers are here to offer answers and insight.
After the Event
Collect your CE Credit certificates, delivered via email within 24-48 hours of verified attendance.
Implement what you’ve learned by sharing your knowledge with your team, committee, and participants.
Continue your virtual learning with online courses offered by Fiduciary Education.
Receive a customized plan evaluation from a local expert by enrolling in the Plan Sponsor Connect Portal.