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Vendor Due Diligence Form

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Fidelity URS LOI

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Fidelity Add/Remove LPOA

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DIK Member Instructions - LDS Church

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Calculators Box Folder

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Retirement Savings Rule of Thumb

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Allianz 222 Replacement Decision

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Allianz PIV Analysis

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Stock Ranking & Analysis

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PIA, WEP, & GPO Calculator

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Savings Need Estimator

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Caregiver Retirement Contributions Planner

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Pension LS vs Monthly Req Rate

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Taxable-Social-Security-Sheet 2024 Youtube-Version

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Non-Managed Portfolio Builder

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SS Taxable Amount

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Cash Flow Pro

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Cost Estimator & Allocation Matrix

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Fee Change Request

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Example of a Press Release

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Townsquare - Custom Index Strategy Reference Sheet

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7 Prosperity Projects Worksheet

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Preparing to Exit Your Business Presentation

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Capita Website Black QR Code

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Powerpoint Slide Template Ideas (Without Animation)

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Hiring Request Form

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Job Opening Request

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HNW Brand Guide

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HNW Powerpoint Slide Template Ideas

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Investment Ops Processes

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Bene IRA RMD Rules as of 8-2024

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Brand Guide Powerpoint File

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Reimbursement Request

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Education Reimbursement Form

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Powerpoint Slide Template Ideas (With Animation)

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Brand Guide

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Allianz Autho to Transfer Funds Tip Form

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TSP-70 Rollover Download

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ICMA Transfer Form Download

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DMBA - Separation from Employment Withdrawal Request Download

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URS Rollover Form Download

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Exhibit A, C, & U - With Dropdown Lists Download

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Reimbursement Request

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Reimbursement Request

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TownSquare - Bond Ladder Addendum

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TownSquare - Custom Index Strategy Addendum

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TownSquare - Structured Income Note Addendum

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Capita Sleeve Deletion Form

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Other Service Requests

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Procedures for Filing a U5

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Procedures on DBS Reports from Schwab - Capita Employee Accounts

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Procedure for obtaining SLOA Report from SCHW

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Procedures on Sending New Hire Forms in Orion Compliance

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Procedure for Mutual Fund Inter-class Exchange (ICE)

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Procedures on Fee Reimbursements for Departed Clients

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Procedure for Filing a Registration in a New State

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Procedures on ADV Email Automation Report Review

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Procedures for Broadridge Proxy Voting and Class Action Lawsuits

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Procedures on Insurance Licensing for Advisors

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Procedure for State Registration Audit

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Capita Crash Course - Common Q&As

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Pre-prospect Information

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Venerable WD Form

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Tricks to Early Retirement

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Pension Deal or No Deal with Bart Wagstaff

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The Guided Path Season 8: Health Pre 65

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The Guided Path Season 7: Donating Cash Vs. Stocks

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The Guided Path Season 6: Business Structures

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The Guided Path Season 5: Estate Planning

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The Guided Path Season 4: How The Government Calculates Your Taxes

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The Guided Path Season 3: Investing Basics

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The Guided Path Season 2: Social Security Basics Refresher

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The Guided Path Season 1: Organizing Retirement Income

Download Now

Finances for Dummies.... I Mean Millennials

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HSA vs FSA vs HRA

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How HSAs work with Medicare

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How to Maximize your HSA

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Anna Larson

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Lauren Jacobson Headshot

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Ashley Hardy Headshot

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Hayley Pett Headshot

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Avery Ballantyne Headshot

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Jackie Smith Headshot

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Shannon Lundberg Headshot

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Zach Newman Headshot

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Walker Stahle Headshot

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Liz Guerrero Headshot

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Bradyn Haderlie Headshot

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Cristian Avila Headshot

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Danielle Lewis Headshot

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Shayla Lamb Headshot

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Carson Strong Headshot

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Melanie Steere Headshot

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Tyler Schenk Headshot

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Josh Scott Headshot

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Tanner Smith Headshot

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Tyson Williamson Headshot

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Rylie Reynolds Headshot

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Alison Frasca Headshot

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Brock Andersen Headshot

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Access a library of Capita's resources

Vendor Due Diligence Form

Fidelity URS LOI

Fidelity Add/Remove LPOA

DIK Member Instructions - LDS Church

Calculators Box Folder

Retirement Savings Rule of Thumb

Allianz 222 Replacement Decision

Allianz PIV Analysis

Stock Ranking & Analysis

PIA, WEP, & GPO Calculator

Savings Need Estimator

Caregiver Retirement Contributions Planner

Pension LS vs Monthly Req Rate

Taxable-Social-Security-Sheet 2024 Youtube-Version

Non-Managed Portfolio Builder

SS Taxable Amount

Cash Flow Pro

Cost Estimator & Allocation Matrix

Fee Change Request

Example of a Press Release

Townsquare - Custom Index Strategy Reference Sheet

7 Prosperity Projects Worksheet

Preparing to Exit Your Business Presentation

Capita Website Black QR Code

Powerpoint Slide Template Ideas (Without Animation)

Hiring Request Form

Job Opening Request

HNW Brand Guide

HNW Powerpoint Slide Template Ideas

Investment Ops Processes

Bene IRA RMD Rules as of 8-2024

Brand Guide Powerpoint File

Reimbursement Request

Education Reimbursement Form

Powerpoint Slide Template Ideas (With Animation)

Brand Guide

Allianz Autho to Transfer Funds Tip Form

TSP-70 Rollover Download

ICMA Transfer Form Download

DMBA - Separation from Employment Withdrawal Request Download

URS Rollover Form Download

Exhibit A, C, & U - With Dropdown Lists Download

Reimbursement Request

Reimbursement Request

TownSquare - Bond Ladder Addendum

TownSquare - Custom Index Strategy Addendum

TownSquare - Structured Income Note Addendum

Capita Sleeve Deletion Form

Other Service Requests

Procedures for Filing a U5

Procedures on DBS Reports from Schwab - Capita Employee Accounts

Procedure for obtaining SLOA Report from SCHW

Procedures on Sending New Hire Forms in Orion Compliance

Procedure for Mutual Fund Inter-class Exchange (ICE)

Procedures on Fee Reimbursements for Departed Clients

Procedure for Filing a Registration in a New State

Procedures on ADV Email Automation Report Review

Procedures for Broadridge Proxy Voting and Class Action Lawsuits

Procedures on Insurance Licensing for Advisors

Procedure for State Registration Audit

Capita Crash Course - Common Q&As

Pre-prospect Information

Venerable WD Form

Tricks to Early Retirement

Pension Deal or No Deal with Bart Wagstaff

The Guided Path Season 8: Health Pre 65

The Guided Path Season 7: Donating Cash Vs. Stocks

The Guided Path Season 6: Business Structures

The Guided Path Season 5: Estate Planning

The Guided Path Season 4: How The Government Calculates Your Taxes

The Guided Path Season 3: Investing Basics

The Guided Path Season 2: Social Security Basics Refresher

The Guided Path Season 1: Organizing Retirement Income

Finances for Dummies.... I Mean Millennials

HSA vs FSA vs HRA

How HSAs work with Medicare

How to Maximize your HSA

Anna Larson

Lauren Jacobson Headshot