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The Fading Client Quandary

The Fading Client Quandary: What Can the Financial Planner Do When a Client May Not Be Mentally Competent?

May 31, 2016
2:15 P.M. – 3:15 P.M.

FPA NorCal Conference
The Palace Hotel, San Francisco, CA
Speaker: David W. Baer, JD of HARTOG, BAER & HAND

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