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Tag: Conflicts

ABA CLE Course 1 PM EST Nov. 16, 2022 How to Recognize and Avoid Conflicts of Interest Before Referring a Financial Adviser to Clients

Press Release

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, […]

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