Randall Miller Presents on Contemporary Issues with Investment Advisor Involvement in Client Estate Plan

Randall Miller presented on Contemporary Issues with Investment Advisor Involvement in Client Estate Plan on March 24, 2015 at Wescom Financial Services. The presentation addressed ways to avoid violations of FINRA Rules as a result of involvement in customer’s estate planning and legal basis for financial professional’s fiduciary duties.

If you are interested in scheduling this presentation, please contact Randy Miller at randy@millerlawapc.com.