Group Dinner at Ignite
Team Support
We may not be your therapist but we’re here to help. Feeling anxious or confused and need some guidance? As your liaison, we are here to support, guide and lead you through any challenges you may encounter. Contact an OSJ Team member directly or send an email to Support@PJAdvisorGroup.com. Team emails are monitored daily and will be sent to individuals best suited to assist.
Quote: Every Challenge You Face Today Makes You Stronger Tomorrow. Author: Roy T Bennett
Your OSJ Team,
Steve James, Hannah Dabbs-Mendoza, Brenda Garcia and Melissa Tapken
Compliance Reminders
Annual Compliance Meeting and Compliance Questionnaire
The 2023 Annual Compliance Meeting (ACM) and Annual Compliance Questionnaire (ACQ) are available in RegEd and are due by October 31st.
- The “My Requirements” section on your RegEd Dashboard will list the items that are outstanding
- Click the blue hyperlinks to access the ACM or ACQ
Upcoming Events
Upcoming Webinar – PJ Advisor Group & AssetMark High Net Worth Clients. Thursday 10/15/2023 12PM CT. Keep an eye out for a calendar invite!
2024 PJ Annual Conference – April 21-23 | Tempe Mission Palms | Tempe, AZ – RSVP HERE
2024 Ignite Cambridge – Aug 20-23 | Gaylord Rockies Resort | Aurora, CO
Cambridge Virtual Events – For information on Cambridge’s virtual webinars, please visit this link.
Helpful Resources
- Disclosure Checklist, Chart and Resources – Pjadvisorgroup.com – Please contact the office if you need the password to login
- Terminating a Client – Guide
- Vulnerable Client Documentation Process – Click here
- Diminished Capacity Documentation Process – Click here
- Vulnerable Client Intake Form – Click here