Muriel Moscovich of CPA Claims will be presenting how to put practices in place to protect your business. […]
Read More… from CFDS Webinar: Complaints and Protecting Your Practice
Muriel Moscovich of CPA Claims will be presenting how to put practices in place to protect your business. […]
Read More… from CFDS Webinar: Complaints and Protecting Your Practice
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 […]
Read More… from How advisors can support healthier divorces
Gail Belchior & Linda Cartier presented at the […]
Read More… from The Impact of Separation & Divorce on Business & Employees