EPISODE · Jul 17, 2024 · 23 MIN
Do you have a Trusted Contact Person?
from On the Money with Dynamic · host Dynamic
Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.
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Do you have a Trusted Contact Person?
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