4/17/2024: Compliance: RegEd Enhancements, Docusign Blank forms. Business Development: 2 Upcoming Webinars and IRS RMD changes. Presentation by CIM Group Notes: Click here to download the PDF
4/10/2024: Compliance – Instagram Policy update, IAR CE 2024 update, and Sponsor Company Reimbursements. Business – Money Market Fund list, Personal CFO Program, and adding Cambridge Experts to your website. Presentation by Nationwide. Notes: Click here to download the PDF
4/3/2024: Compliance – IAR CE Requirements for 2024 and Trusted Contacts. Presentation by SEI Notes: Click here to download the PDF