Apr 26, 2020
Ellen Bruno, founder of Compliance Advisor Professionals, LLC, discusses compliance challenges facing advisors particularly now in the time of Coronavirus. Topics discussed include: managing confidential information securely with remote work, compliance considerations of taking PPP funds, Filing Deadline Extensions,...
Apr 19, 2020
Today more than 34,000 have died from the Coronavirus in the US while more than 717,000 have been confirmed to have contracted the virus. If not now, when is a better time to think about your Continuity planning? If something happened to you, how would your business operate in your absence? What about your team...
Apr 11, 2020
This week we enjoy one of our chapter’s many success stories. Marc Freedman of Freedman Financial shares his story and that of his firm. With great candor and detail, Marc shares insights into their financial planning approach, marketing techniques, and team composition. Hear how they have handled communications...