Social Studies, 15.11.2019 22:31 shavis123
Ωнαт ιѕ тнє мαιи αяgυмєит тнє вяιтιѕн ℓєαfℓєт υѕєѕ тσ αρρєαℓ тσ gєямαи ѕσℓ∂ιєяѕ
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Social Studies, 21.06.2019 19:30
Which of these best describes the works created by the hudson river school lainters
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Social Studies, 21.06.2019 23:00
Describe how you could move the flashlight above the paper to
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Social Studies, 22.06.2019 10:10
You are a financial planner and you are preparing for a meeting with your new client, anne. what would you be most likely to ask anne to bring to the meeting with her? a. pictures of her children b. her parents c. any will d. sales records for her ex-husband's business
Answers: 1
Social Studies, 22.06.2019 10:10
Tracey is a financial planner who received his cfp designation. tracey does not have any other designations or licenses. although tracey's expertise is investment planning, he is anxious to expand his client base and is willing to assist clients with any area of financial planning. over the last month tracey engaged in the following activities with troy, a new client.a. during the initial meeting, tracey collected personal data about troy including the estate planning documents troy had previously executed.b. during the second meeting, tracey recommended the use of a trust to fulfill some of troy's estate planning goals.c. troy called tracey one afternoon and asked if tracey could explain the probate process to him, which tracey promptly did.d. tracey downloaded a copy of a generic will from the internet, filled in troy's information and gave the document to troy to be executed.of the activities above, which would be considered the unauthorized practice of law?
Answers: 3
Ωнαт ιѕ тнє мαιи αяgυмєит тнє вяιтιѕн ℓєαfℓєт υѕєѕ тσ αρρєαℓ тσ gєямαи ѕσℓ∂ιєяѕ...
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