2021

Dividend Interest

Financial Planning

Building Momentum

FOR FINANCIAL PROFESSIONAL USE ONLY: Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms. 4847246

© Advisor Group • 20 E. Thomas Rd., Suite 2000 • Phoenix, AZ 85012 • 866-481-0379 • advisorgroup.com

Target 6.04.2021

Lift Off! Part II of II

Financial Planning

Terminated Rep Code

Lift Off! Part I of II

Registration Types

Overdue Renovation

Summertime Updates

Financial Planning

It’s a Big One!

eDelivery Enhancements

New Account Opening

Holiday Updates

2022

eQuipt for New Accounts

New Account Opening

Client Portal MFA Rollout

Multi-factor Authentication

Information Security

Spring Cleaning

Outage Messaging

Trade Confirm Form

Updates for 5.20.22

Account Opening

Updates for 5.06.22

Account Opening

Things are Heating Up

Account Opening

Mobile Improvements

DEMO SAMPLES

TRAINING SESSIONS

2022

Target 6.04.2021

Lift Off! Part II of II

Dividend Interest

Financial Planning

Building Momentum

Financial Planning

Terminated Rep Code

Lift Off! Part I of II

Registration Types

Overdue Renovation

Summertime Updates

Financial Planning

It’s a Big One!

eDelivery Updates

Spring Cleaning

Outage Messaging

Trade Confirm Form

Things are Heating Up

Account Opening

Mobile Improvements

Updates for 5.20.22

Account Opening

Updates for 5.06.22

Account Opening

Client Portal MFA Rollout

Multi-factor Authentication

Information Security

eQuipt for New Accounts

New Account Opening

2021

New Account Opening

Holiday Updates

FOR FINANCIAL PROFESSIONAL USE ONLY: Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms. 4847246

© Advisor Group • 20 E. Thomas Rd., Suite 2000 • Phoenix, AZ 85012 • 866-481-0379 • advisorgroup.com

DEMO SAMPLES

TRAINING SESSIONS