9/27/23: Compliance and Product reviews from Ignite. A Presentation by YCharts Notes: Click here to download the PDF
9/13/2023: Compliance – Part 2 of Communications Review with regards to Social Media. Product – How to buy physical precious metals for clients. Presentation on the updated Morningstar Annuity Intelligence Tool Notes: Click here to download the PDF
9/6/2023: Compliance: Communication Review submission demo. Product: Changes to the Franklin Charitable Giving Program. Presentation by DAR Brokerage General Agency. Notes: Click here to download the PDF
