Advanced Planning Training, Facts Part 1 Peri 2views You may also like 7/7/2021: Upcoming important planning webinar, compliance reminders on CMAP prefix conversion, and a discussion on cryptocurrency 2views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul 6/30/2021: Firm Element reminders, updates to the WP/CMAP account creation tool, and a presentation by Baron Capital. 1views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun 6/16/2021:Important update on the CMAP fee consistency program, new lending option through NFS, and a presentation by Horizon Investments. 1views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun 6/09/2021:Health Insurance by FSI update, ongoing compliance reminder about fee consistency, and a presentation by AssetMark 1views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun 6/02/2021: DWA portfolio change announcement, updates on fee consistency, and a presentation by iM Global Partner 1views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun 5/26/2021: Important CMAP/WP reminder, CAAP updates, and a presentation by Advisors Capital Management 1views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 May 5/19/2021:Compliance reminders, Product updates from DWA and CIR, and a presentation by Greenbacker Capital 1views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 May 5/12/2021:Big compliance reminders, change in WealthPort/CMAP interim billing, and a presentation by Bluerock 3views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 May 5/05/2021: ESG investing help, Setting important calendar reminders, and a presentation from Griffin Capital 2views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 May 4/28/2021: Interval fund update, WealthPort models recommendation, WealthPort/CMAP fee billing reminder, and a presentation by EveryIncome 2views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Apr «1…3132333435»Page 33 of 35
