9/9/2021: Financial Planning paperwork reminder, new updates to WealthPort Plan & Propose, and a presentation by Federated Hermes Peri Notes: Click here to download the PDF Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Sep 2 views FacebookTwitterLinkedinPin ItTumblrWhatsApp You may also like 4/20/2022:Trusted Contact and Trading Authority, New Approved QZ REIT, and a presentation by Lord Abbett 17 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr 4/13/2022: Updates on the Alternative Investments changes, a PSA about Beneficiary IRA Annuities, and a presentation from Russell Investments 17 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr 4/6/2022: Updates to BIA form and AI disclosure now available and a presentation by Horizon 15 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr 3/23/2022: Compliance reminders on Alternatives and Vulnerable clients, an upcoming Cambridge events this summer, and a sneak preview of the Annual Branch Meeting 14 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 3/16/2022: Hearsay for texting, a review of sponsors for the upcoming Branch Meeting, and a presentation by Asset Map 17 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 3/9/2022: Important compliance reminders (proxy voting, Alternative’s and Variable/RILA Annuities), Fee-Based Annuities, and a presentation from Franklin Templeton 12 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 3/2/22: Reminder about Financial Planning changes, Cryptocurrency update, and a presentation by SEI 12 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 2/23/2022: Changes to Group HSA paperwork requirements, updates to Alternative Investments, and a presentation by Dunham & Associates 11 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Feb 2/16/2022: Electronic signature requirements reminder, A new spotlight series is coming soon, and a presentation by Orion/Brinker Capital 10 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Feb 2/9/2022: Expanded WealthPort Custodian Option, Pacific Oak closures, and a presentation from The Capital Group/American Funds 10 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Feb «1234…8»Page 2 of 8
