4/16/2025 – Compliance: Industry Calendar, and updates to the Compliance Minute & Solo/Admin Call. Business: Plan for Ignite, Cambridge Technology updates, and the Equitable Planning Academy. Presentation: Innovate recap. Peri Notes: Click here to download the PDF Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Apr 2 views You may also like 49:42 1/22/2025: Compliance – Paperwork Status Monitor, Trusted Contact updates, and Proof of Services Delivered. Business – Checking your Qualified Compensation report. 1 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 45:47 1/16/2025: Compliance – Staff email requirements and updated tax forms. Business – Innovate updates and the latest Dashboard updates. A presentation by Neuberger Berman. 1 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 48:04 1/9/2025: First Connections Call of 2025. A quick recap of 2024 and noteworthy 2025 items. 1 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan «123Page 3 of 3
