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10/19/2022: MyRepChat

10/19/2022: MyRepChat

Practice Management

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SPECIAL: Digital Office Training

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Practice Management

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10/19/2022: Compliance – SEC Market Rule and Reminders about Texting Product – Upcoming Branch Meeting Sponsors Presentation by MyRepChat 10/26/22: Compliance – Upcoming deadlines and form changes. Product – IRS Notice and RightBRIDGE updates. Presentation from Samantha Russell of FMG

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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Advisor Resources and its subsidiaries are separate entities.

This communication is strictly intended for individuals in all 50 states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Diversification and asset allocation strategies do not assure profit or protect against losses.

“Cambridge Approval #226235.”

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