Advanced Planning Training, Facts Part 1 Peri 1 views You may also like 8/14/2024:Compliance – OSJ team announcement, Structured notes, and Presidential election contributions reminder. Business – AI tools webinar recording. Presentation by the Church brothers. 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 8/9/2024: A Special DAR webinar with EncorEstate 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 8/9/2024 DAR Financial Planning Rep Call 2 views Financial Planning 8/8/2024:Compliance: BIA and QPR best practices. Business: Navigating AI tools, Planning your Ignite agenda, and new CLIC Dashboard tab. Presentation by DAR Financial Planning. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 8/1/2024: A Special DAR webinar with FS Investments 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 7/31/2024: Compliance- WY ESG Disclosure, Pershing Tax Statement Charge, and Annuity Exchanges. Business- CLIC submission buttons live. 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jul 7/24/2024: Compliance – Ethereum ETF approvals, FCCS RMD notifications, and next Admin/Solo call. Business – Final RMD regulation, Fee based VUL approved. Interview with Rickey Thomas. 0 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jul 7/17/2024: Compliance – Reminder on where to file important notices in RegEd. Business – CLIC enhancement coming July 31 and upcoming webinars. Presentation by FMG. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jul DAR Admin Solo Call 7/9/2024 3 views Admin & Solo Practitioner Calls 7/10/2024: Compliance: Marginal Tax rate update and Quarterly Admin Call. Business: Upcoming webinars to help your growth. Presentation by Cambridge on CLIC Dashboard. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jul «1…34567…29»Page 5 of 29