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July 2026: Unlock the Power of AI

July 2026: Unlock the Power of AI

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AI Practice Management Webinars

07/22/26 Compliance: Changes to Product Concentration Guidelines, New MFA Requirements for Electronic Signatures and Understanding Risks and Controls; Business: Client Protection Resources, July 30th Webinar – CIR New Advisor Managed Account Solution, Ignite Conference Credit Email; Presentation: ACM with Ken 07/29/26 Compliance: Cybersecurity & Compliance Considerations: AI; Business: Firelight Annuity Submission Reminder, Updates to Voya Select Advantage Product; Presentation: Homestead Funds with Matt

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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Advisor Resources and its subsidiaries are separate entities.

This communication is strictly intended for individuals in all 50 states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Diversification and asset allocation strategies do not assure profit or protect against losses.

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