Top

Power of attorney by Dan Richards, Ellen Bessner

FinalytixBest Practice Power of attorney by Dan Richards, Ellen Bessner

Power of attorney by Dan Richards, Ellen Bessner

Selling Book Dan Richards

Power of attorney: What advisors need to know

Interview of Dan Richards, Ellen Bessner | June 20, 2016

In part two of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights,
discuss what to do when clients’ adult children have power of attorney.
No Comments

Leave a Comment