1/18/2023: 2022 Enterprise Year In Review Peri Notes: Click here to download the PDF Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Jan 4 views FacebookTwitterLinkedinPin ItTumblrWhatsApp You may also like 2/1/2023: Compliance updates on Books & Records, FINRA CE requirements, new communication updates, and a presentation by The Pacific Financial Group Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Feb 7 views 1/25/23: Branch Meeting reminder, changes to the fiduciary review process, a new high yield liquid cash account option, and a presentation by First Trust. Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Jan 6 views 1/11/2023: Compliance – Reminder about upcoming correspondence & Adview changes. Product – Equitable contracts added as Fee Friendly. Presentation by Ashford Securities. Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Jan 4 views 1/4/2023: Compliance – Upcoming Correspondence and Adview changes. Product – Forms changes and Secure Act 2.0 Call. Presentation by the Duncan Life Brokerage General Agency. Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Jan 3 views
