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 49:41 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 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan 42:12 01/14/26 Compliance: Online 2025 1099 Forms, Knowledge Center University; Business: Final Reminder – Perhsing Money Changes, Advanced Planning Webinar; Presentation: Anatomy of a Recession with Matt and Victor 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan 56:46 01/07/26 DAR Enterprise Year in Review – What worked in 2025 and what needs help in 2026 with DAR team members Larry, Thomas, Catherine (CJ), Dennis and Adam. 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan «123Page 3 of 3
