Advanced Planning Training, Facts Part 1 Peri 1views You may also like 47:47 3/12/2025: Compliance – Survey coming soon and fingerprinting for all persons. Business – Wove delayed, Morningstar SDBA approved, and FICA is now KEEP. Presentation by T. Rowe Price. 4views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Mar 45:48 3/5/2025: Compliance: Branch Reviews and Upcoming Survey. Business: CAAP updates, Equitable Trail Changes, and a Practice Management Tip. Presentation by Protective. 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Mar 45:26 2/27/2025: Compliance: Increased Phishing attempts, CLIC account Periodic reminders, and 3rd party vendor site on cir2.com. Business: Upcoming webinars, CIRStatements training reminder for wove, and CLIC Dashboard trainings. Presentation by TPFG. 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 44:01 2/19/2025:Compliance: BIA & RightBridge Best Practices. Business: CIRStatements update coming soon. Presentation by Equitable. 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 55:07 2/12/2025: Compliance – Communication Review Expiration notices and Wealthscape app enhancement. Business – Upgrades to CIRStatements and webinar’s coming soon and other Cambridge Tech updates. Presentation by Duncan Walsh Advisors. 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 48:15 2/5/2025: Compliance: Communication Review Expiration Notices. Business: DAR on EncorEstate Webinar and New CIRStatements Preview. Presentation by Jackson National. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 01:02 January Compliance Minute 2025 2views Monthly Compliance Minute,Monthly Compliance Minute – 2025 1:00:03 1/29/2025: Compliance – RegEd Advertising renewal emails. Business – Big CLIC Advisor updates. Presentation from the entire OSJ Team. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 49:42 1/22/2025: Compliance – Paperwork Status Monitor, Trusted Contact updates, and Proof of Services Delivered. Business – Checking your Qualified Compensation report. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 01:23 December Compliance Minute 2024 3views Monthly Compliance Minute,Monthly Compliance Minute – 2024 «12345…31»Page 3 of 31
