Author: Michael Seid
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2021 Annual Compliance Meeting
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 &…
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