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Fiduciary Responsibilities And Risks

Editor's Notes

  1. Slides 8-10 in response to “I’m not a fiduciary”
  2. Slides 11-14 in response to “our broker handles all that stuff.”
  3. Slides 15-18 in response to “What do you mean, personal liability?”I’ll talk through Sanctions and they are summarized on slide 14
  4. With Bob’s entry begin overall presentation
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