8/2/2023: Compliance – Updates on Missouri ESG and the latest on the Annual Compliance Meeting Product – Reviewing Old Annuities and changes to how clients set up online access at clearing firms. Presentation by Duncan Walsh Advisors. 8/16/2023: Compliance – Fiduciary Review Process. Product – Upcoming webinars and the Cambridge Insurance & Annuity study group. Presentation by Cambridge Real Practice Management.