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AICPA ENGAGE 2018

PFP1819 - Liability Insurance for the Advisor


Jun 11, 2018 3:35pm ‐ Jun 11, 2018 4:25pm


Standard: $49.00

Description

This session will provide best Practices as it pertains to insurance and protecting your financial advisory firm.

Learning Objectives:

• Not all insurance is the same

• Coordinating internal controls with your insurance policy

Speaker(s):

Tags: PFP

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