First Step: Virtual SWATS CST Onboarding Session – April 27
April 27 @ 6:00 PM – 7:30 PM EDT
Online Video Conference on Zoom
About This Session
Welcome! You’ve pledged to invest in your community’s future. This virtual session is your first step to activate your stewardship and set up your investment portal account. We’ll walk through the investment portal step by step, answer your questions in real time, and connect you with other Stewards.
A quick note: This is a soft launch—thank you for being part of the learning process as we work out the kinks. You’ll create an account, sign your agreement, and leave ready to fund your investment. We may hit some technical hiccups, so please bear with us!
Already created your portal account and signed your investment agreement but still need some support? Come to a “Final Closing Session” instead.
Who Should Attend
- New Stewards who have pledged but haven’t completed portal setup.
- Anyone wanting virtual support to finalize enrollment.
- Those who are more familiar navigating online account setup on their own device.
- Family, friends, and neighbors are welcome to join.
Agenda
- Arrival, Welcome and CST Introduction
- Portal Walkthrough & Investment Process
- Live technical support and Q&A
- Upcoming Events & Next Steps
What to Have Ready
- A reliable internet connection.
- A computer or laptop (preferred) or tablet or smartphone.
- 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.