TITLE

Lessons Learned from the Trenches

AUTHOR(S)
Vessenes, Katherine
PUB. DATE
February 1998
SOURCE
Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Comments on several cases related to financial planning. Information on the cases handled by financial advisor Bud Bigelow and attorney David Markum; Lessons to be learned from the cases; Importance of a well-documented file.
ACCESSION #
268945

 

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