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 Peri Notes: Click here to download the PDF Compliance: Investment Exchange Disclosure – Annuity Change to Form Name and Usage Guidance Business: Learn About the New Succession Planning QuizCAAP Changes and new Wealthport paperworkA Review of my trip to Fairfield, Iowa Presentation: Federated Hermes: Part of the Innovate Sponsor Series 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun You may also like 47:17 Connections Call 04/01/26 Compliance: Admin & Solo Practitioner Call recording available, Financial Planning Guide; Presentation: Road to Innovate: First Trust with Eric 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr 46:18 03/25/26 Compliance: Admin & Solo Call, Annual Letter Mailing; Business: A Greg Hicks Tech Tip, Pershing Users – One Time Passcode Update; Presentation: Road to Innovate: TruChoice with Chris 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar 45:21 03/18/26 Compliance: Cryptocurrency Training, Admin & Solo Practitioner Call; Business: New Client Resources Addressing Market Volatility and Headlines, Upcoming Community of Women Webinar; Presentation: Road to Innovate: Columbia Threadneedle with Andrew 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar 38:21 03/11/26 Compliance: Exciting Announcement: New Virtual Admin Team Member, Next Admin & Solo Practitioner Call; Business: New CAAP Service Experience Team, Duncan and Cambridge Estate Planning Webinar; Presentation: Road to Innovate: SWBC Investment Services 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar 46:17 03/04/26 Compliance: Death of a Client Guidance, Annuity Guidance; Business: Registered for Innovate? Tell LinkedIn!, FamVault; Presentation: Road to Innovate: Dylan from Jackson 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Mar 48:29 02/25/26 Compliance: Private Investment Form Update, Upcoming Change: 529 Beneficiary Information for Direct Plans, Alternative Investment Tips; Business: Upcoming Webinar – 7 Ideas to Manage RMD Rules, Bundled Technology Support Packages Coming Soon, New Zocks/CLIC Integration; Presentation: Breached: Identity Theft with Steve from Prudential 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Feb 02/18/26 Compliance: Updated Complex Product Concentrations, New DocuSign Experience – Encryption Requirements; Business: Innovate Registration LIVE, Your Digital Strategy; Presentation: Cambridge Private Client Solutions with Jeff and Janey 0views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Feb 48:48 02/11/26 Compliance: Important Reminder Regarding Proposal and Analysis Tools, Forms Requiring Supervision: Updated List; Business: DWA Models Updated, Get Paid – Check Qualified Comp Report; Presentation: Duncan Brokerage General Agency with Robb and Jon 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Feb 58:44 02/04/26 Compliance: Delegation of Signing Authority for Financial Professionals at AssetMark, Complete Outstanding KCU Requirements; Business: New Tax and RMD Handouts, New Accordant Interval Fund approved; Presentation: 4th Quarter Review and 2026 Outlook 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Feb 55:12 01/28/26 Technology Demo Segment: How to Use The Secure Vault; Business: Office Solutions Workshop, Invest in Others Awards; Presentation: Special Advisor Growth Panel with Gary and Jesse 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan «123»Page 2 of 3
