CFDS Webinar: Complaints and Protecting Your Practice

CFDS Webinar Complaints and Protecting Your Practice Muriel Moscovich CPA Claims

Muriel Moscovich of CPA Claims will be presenting how to put practices in place to protect your business.  […]

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How advisors can support healthier divorces

How advisors can support healthier divorces

For years, family lawyers commonly suggest their clients work with a financial advisor during the legal process.
*this also reduces a lawyers liability from providing financial expertise without holding the required financial designations […]

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