4/17/2024: Compliance: RegEd Enhancements, Docusign Blank forms. Business Development: 2 Upcoming Webinars and IRS RMD changes. Presentation by CIM Group 5/1/2024:Compliance: T+1 Settlement goes live in May. Business: Enhancements to WealthPort Plan & Propose and two upcoming webinars. Presentation by Duncan Walsh Advisors.