Recording Weekly Connections Call 07/16/25 with Duncan Advisor Resources (DAR) Life BGA

Notes: Click here to download the PDF

Compliance:
Account Periodics
Emails on off-channel communication training

Business:
Wealthport Trading for FIWS Users
Defining Your Market
Creating a Better Internship Experience Webinar
Reclassification of Certain Interval/Tender Funds

Presentation:
DAR Life BGA: Robb Stottlemyer, Jonathan Theys, Bill Adams, Michael Frenville, Brennan Bauman and Jake Geiger

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