Practice Foundation: Should I Manage Money?

K (1)
Main
10/23/2015
11:50 AM - 12:40 PM
This is one of the most fundamental questions that a beginning practitioner must ask when establishing a practice. As with many key questions, the answer is “it depends!” For those who are on the path of managing money, this session will cover some of the key elements in prudently and profitably providing these services to clients. For those who choose not to manage client assets, practical alternatives will be discussed.

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