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2020 CEO Update #11, 17 April
CEO update # 11 talks about Best Interest Duty, CFS, SMA's, CEO Virtual meetings, Documents, Paraplanning, Redundancy and Transactions without advice.
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By David HarrisCEO update # 11 talks about Best Interest Duty, CFS, SMA's, CEO Virtual meetings, Documents, Paraplanning, Redundancy and Transactions without advice.