01/21/26 Compliance: Tax Time Resources, Trusted Contact Changes; Business: CIR Conference Recognition Updates, 2027 Cambridge Recognition Event Qualification Levels, CIRStatements Training; Presentation: Special Advisor Growth Panel with Julie and Rick Peri Notes: Click here to download the PDF Compliance: Best Practices – Receiving PIITax Time ResourcesTrusted Contact Changes Business: CIR Conference Recognition Updates2027 Cambridge Recognition Event Qualification LevelsRevamped Financial Planning PageCIRStatements TrainingTech Now, Next, Later Presentation: Special Advisor Growth Panel with Julie and Rick 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan You may also like 06/24/26 Compliance: Investment Exchange Disclosure – Annuity Change to Form Name and Usage Guidance; Business: Learn About New Succession Planning Quiz, CAAP Changes and New Wealthport Paperwork; Presentation: Federated Hermes: Part of the Innovate Sponsor Series 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun 06/17/26 Compliance: E&O Certificate update, MFA for CIR2.com status – why multiple MFA requirement throughout the day?, Complex Products; Business: IPO Information – who’s allowed?; Presentation: First Eagle 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun 06/10/26 Compliance: Disclosing the Tax Treatment of Municipal Bonds Purchased at a Discount; Business: BizEquity, Zocks 201 Webinar, Business Analytics Webinar; Presentation: Duncan Walsh Advisors NEW Investment Options 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun 54:25 06/03/26 Compliance: Best Interest Analysis Form Tips; Business: Succession Planning Quiz, New Quarterly AI Practice Management Connections Call, Major Updates to FireLight; Presentation: DAR Financial Planning Team 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun 05/27/26 Compliance: DocuSign Transition, Innovate: Compliance Hot Topics; Business: New Quarterly AI Practice Management Connections Call, DWA Investment Options Update; Presentation: Betterment Pt 2 with Thomas 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 May 05/13/26 Compliance: Account Periodic, Fingerprinting Requirements; Business: Security Update on NetXInvestor, Ignite Registration is Open; Presentation: Road to Innovate: CoreBridge 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 May 44:07 05/06/26 Compliance: Demo of the New AI Advertising Tool; Business: Tech Access/Changes: eSignature, MFA, Contrafirm Awareness, CRC, Upcoming Webinars; Presentation: Road to Innovate: The Pacific Financial Group (TPFG) 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 May 37:46 04/29/26 Compliance: Smarsh Monitoring for Teams, Phishing Campaign; Business: Contrafirm Awareness Table, Updates in Indy, Referral Bonus Reminder; Presentation: Road to Innovate: Reflecting on 2025 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr 45:54 04/22/26 Compliance: AI Precheck in RegEd Communications Review; Business: NEW MyRepChat Updates, Financial Planning – CLIC Advisor Updates; Presentation: Road to Innovate: Pacer 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr 04/15/26 Compliance: Updates to E&O coverage, Cambridge focal points; Business: Snappy Kraken Integration Update, CLIC Client Two Factor Authentication, Designation Discounts; Presentation: Road to Innovate: Protective 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr 123»Page 1 of 3
