REMINDER: Advisor as Portfolio Manager – 2020 CE Requirement

On an annual basis, advisors who use ESI’s Flagship Select and/or ESI Directions programs must complete continuing education specific to these programs. This year’s training must be completed by July 31, 2020.

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REMINDER: Advisor as Portfolio Manager – 2020 CE Requirement

Previous PostIRS Issues Guidance on Waiver of 2020 Required Minimum Distributions (RMDs)

Next PostField Notices 2020-25 & 2020-26 Written Supervisory Procedures Updates