Final Steps: Virtual “Closing” Session – March 30
March 30 @ 12:30 PM – 1:30 PM EDT
Online Video Conference on Zoom
About This Session
You’ve completed your onboarding session and signed your shareholder agreement—thank you! You’re so close. This Final Steps: Virtual “Closing” Call is designed to help you cross the finish line: funding your investment and becoming a fully-fledged CST Steward.
In this small-group session (max 6 participants), we’ll provide dedicated support for any lingering questions, walk through the final funding steps, and celebrate this milestone together. Leave this call with your investment funded and your stewardship officially activated.
Just getting started? If you haven’t yet attended an onboarding session or signed your agreement, please RSVP for a First Step: Virtual Onboarding Session instead.
A quick note: These calls are part of a soft launch—thank you for your patience as we fine-tune the process. We’re here to support you every step of the way.
Who Should Attend
- Stewards who have completed an onboarding session.
- Stewards who have signed their shareholder agreement and are ready to fund their investment.
- Anyone needing final support or clarification before funding their first investment.
Agenda
- Welcome & Check-In
- How to complete your investment walkthrough
- Troubleshooting
- Open Q&A
- Celebration & What’s Next
What to Have Ready
- A reliable internet connection.
- A computer or laptop (preferred) or tablet or smartphone.
- Your username and password for your investment portal account
- Your bank login information, routing and account numbers
- Your questions!
Logistics
Platform: Zoom. The meeting link will be sent via email and calendar invitation after registration.
Registration: Required. Please RSVP via the link below to receive the secure Zoom link and help us prepare.