Reviews written by bills513

Excellent and scary - I have no idea now what to plan for retirement - except plan to pray

He covered many points about the contracts costs and strategies of moving from 1 bd to another.

He covered many points about the contracts costs and strategies of moving from 1 bd to another.

Timley, our firm is working on the form ADV2

very good - no company trains on email, but it is the primary intra-company communication system and usually haunts firmns in legal discovery

Very informative. I especially liked how the link to the slides could be copied and pasted. Never been able to do that before.

From it, please generate the tip sheet.

Very timely. This is complicated and scary topic