9/18/2024:Compliance: OBA and paperwork submission reminders. Business: Upcoming webinars and work with Cambridge. Presentation by Cambridge on CIRstatements. Peri Notes: Click here to download the PDF Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 3 views You may also like 2/21/24:Compliance – NY CyberSecurity Regulation, Adview deadline approaching. Product – Resources for Client account registration, Bitcoin ETF updates. Presentation by Griffin Capital 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb 2/14/2024: Compliance – Mutual Fund Conversions and Credit Card Payment changes. Product – New Financial Planning Engagement form update Presentation by TruChoice 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb 2/7/24: Compliance – PreciseFP Advertising Review and RegEd Cryptocurrency guide. Product – CAAP and form updates. Presentation by Duncan Walsh Advisors. 4 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb 1/31/2024: Compliance – Communication Review Module. Product – New Annuity Academy at Cambridge and changes to Cambridge recommended list. Presentation by Precise FP 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jan 1/24/2024: Compliance – Tax Mailing Dates and updated on Form CRS for websites. Presentation by Asset-Map 4 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jan 1/17/2024: Compliance: BitCoin updates and form CRS requirements Product: RILA and FIA best practices and doing more Financial Planning. Presentation by Ascensus 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jan 1/10/2024: DAR Enterprise Year In Review 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jan «1…345Page 5 of 5
