11/19/25 – Compliance: Mutual Fund Share Class Conversion Fourth Quarter 2025 Iteration, Holiday and Greeting Card Policy Update; Business: Donor Advised Funds Reminder, Holiday Cards in MarketCentral; Presentation: 2026 Business Planning with Larry Q Peri Notes: Click here to download the PDF Compliance: Mutual Fund Share Class Conversion Fourth Quarter 2025 IterationSmarsh Best PracticeHoliday and Greeting Card Policy Update Business: Donor Advised Funds Reminder2025 Charitable Donations Sales IdeaHoliday Cards in MarketCentral Presentation: 2026 Business Planning with Larry Q 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Nov You may also like 51:16 Recording Connections Call 07/09/25 with DAR Planning Department 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jul 51:16 6/25/25 – Recording Connections Call with Athene 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 49:16 6/18/25 – Recording Connections Call with Neuberger Berman 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 47:21 6/11/25 – Compliance: Annuity Disclosure Updates Business: New CLIC Dashboard Enhancements DWA 1st Quarter Updates Cambridge Source Cybersecurity The Importance of Succession Planning Presentation: Ategenos 4views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 36:33 6/4/25 – Compliance: FCCS/NFS: “Click to Agree” eDelivery Email to Clients, Introducing the Something Wonderful Award, Pershing: Abandoned Property Management and Quarterly Transfer, Pershing Ancillary Fees and Ticket Charges, Fee Billing: Monthly Billing Review 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 41:14 5/28/25 – Compliance: Account Roles (Trusted Contact, POA, etc.) Business: Ignite Registration Reminder, CPE’s from Protective, Jackson Launches MLP 3, State of Succession Webinar Presentation: Nationwide 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 May 50:39 5/21/2025 – Compliance: Rightbridge Product Profiler, Trade Review Best Practices, Windows 10 Support Ending Business: Innovate Videos are LIVE, DWA Survey, Presentation by Pacer ETFs 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 May 45:14 5/14/2025 – Compliance: Upcoming BIA Form Revisions / Business: Practice Management 101 – Wealthport, Program Fees and Householding, New NFS/Fidelity Portfolio Quick Check, New Digital Experience Team, Ignite Conference Credits, Cambridge iCapital Alternatives Platforms / Presentation: Federated Hermes 4views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 May 45:14 5/7/2025 – Compliance: Common Email Review Violations / Business: Book of Business Review – Annuities, June State of Succession Webinar, Update on Cambridge Referral Rewards / Presentation: Principal 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 May 43:45 4/30/2025 – Compliance: Understanding Best Interest Analysis Form Section 7: Fees / Business: Ignite Registration is Open, WOVE is Online, GrowthTech Summit, The Importance of a Succession Plan, BNY Annual Conference – INSITE / Presentation: Pershing-BNY Wealth 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Apr «12345»Page 3 of 5
