11/05/25 – Compliance: Team Oak Virtual Connect Reminder; Business: CLIC Workshop and Indy Launching, Latest on Firelight; Presentation: ACM with Ken Capitalizing on the SDBA Market in 2026 Peri Notes: Click here to download the PDF Compliance: Team Oak Virtual Connect Reminder Business: CLIC Workshop and Indy LaunchingReminder – AI Open Office HoursSigning Up for Personal Practice Management SessionsThe Latest on Firelight Presentation: ACM with Ken: Capitalizing on the SDBA Market in 2026 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Nov You may also like 48:13 09/24/25 – Advanced Tax Strategies with Dunham’s Sal and Ari 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep 45:24 09/17/25 – Grant and Sean from Orion 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep 42:49 09/10/25 – Recording Weekly Connections Call 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep 47:30 09/03/25 – Recording Weekly Connections Call 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep 51:30 08/27/25 – Recording Weekly Connections Call 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug 52:45 08/13/25 – Recording Weekly Connections Call 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug 57:31 08/06/25 – Recording Weekly Connections Call 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Aug 54:45 Recording Weekly Connections Call 07/30/25 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 59:11 Recording Weekly Connections Call 07/24/25 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 51:36 Recording Weekly Connections Call 07/16/25 with Duncan Advisor Resources (DAR) Life BGA 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul «12345»Page 2 of 5
