Screen Design Examples Gloria Gery Gery Associates 108 South Trail, Tolland MA 01034 (413) 258-4693

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Presentation transcript:

Screen Design Examples Gloria Gery Gery Associates 108 South Trail, Tolland MA (413)

Death Birth of a child Marriage Divorce Retirement Children finish School Processes Questions Investments Situations Problems Events I want to Planning Investments Actions Other Services Get Social Security number Update or create a will Add child as a beneficiary Add child as existing account co-owner Update profile Send letter of congratulations EventsList Major Tasks and Events Menu.

More Displays X is for incomplete checks

Menu on left reveals right menu when selected