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12/7/2023 Bond Buying 101 Presented by AAM

12/7/2023 Bond Buying 101 Presented by AAM

Practice Management

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12/6/2023: Compliance – End of year housekeeping. Product – Annuities to consider in 2024 and DWA fund change. Presentation by Bill Good Marketing 12/13/2023: Compliance: End of year housekeeping and compliant communications. Product: New Cottonwood option and Lord Abbett Webinar. Presentation by Nitrogen Wealth

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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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