Tag: Conflicts of Interest

A Must Read – “A vital resource for lawyers and their clients,” according to Rachel Gordon, executive director of the Institute for Financial Literacy  The American Bar Association publication becomes the record fourth consecutive book by author Julie Jason, “the […]

Faculty: Investment counsel Julie Jason, JD, LLM, Author of an American Bar Association Publication, “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)” November 16, 2022, at 1 PM EST. Register today. Stamford, CT, November 14, […]