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CE Credits and November 30, 2023 Deadline
Client Fee Dashboard – Selection Feature Disabled on December 1, 2023
Morningstar Advisor Workstation – Last Chance to Subscribe or Renew for 2024
FHSA – Now Offered by CIG and Mackenzie
Year-End Procedure Reminder – Administrative Bulletin and Important Dates to Remember
PureFees System Maintenance and Improvements Made to the Tool
Upcoming Virtual Water Cooler Chat – December 7, 2023
The Chronicles of our Cyber-Experts – Password Best Practices