AXXCESS WEALTH MANAGEMENT, LLC.
Annual Mandatory Compliance Meeting
Date: Wednesday, June 9th
Time: 1:00pm-3:00pm PST
Location: Virtual
________________________________________
AGENDA ITEMS
I. Introduction
II. Continuing Education
III. Cyber Security & Compliance
IV. Investment Enhancements & Rollouts
V. Channel Marketing
VI. Hub Functionality
VII. Guest Speaker
VIII. Actionable Next Steps & Adjourn
________________________________________
ADDITIONAL INFORMATION & INSTRUCTIONS
Please ensure you have access to the Axxcess Hub prior to 6/9/2021.
Click HERE to create an account if you have not already done so.
If you have not already registered for the meeting, you may do so by clicking HERE.
Click HERE for the Zoom link to join the call or dial in by calling +1 (408) 469-4614 & enter access code: 1051925156#
Leave a Reply