2/7/24: Compliance – PreciseFP Advertising Review and RegEd Cryptocurrency guide. Product – CAAP and form updates. Presentation by Duncan Walsh Advisors. Notes: Click here to download the PDF
1/31/2024: Compliance – Communication Review Module. Product – New Annuity Academy at Cambridge and changes to Cambridge recommended list. Presentation by Precise FP Notes: Click here to download the PDF
1/24/2024: Compliance – Tax Mailing Dates and updated on Form CRS for websites. Presentation by Asset-Map Notes: Click here to download the PDF
1/17/2024: Compliance: BitCoin updates and form CRS requirements Product: RILA and FIA best practices and doing more Financial Planning. Presentation by Ascensus Notes: Click here to download the PDF