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In the first episode for Lifespan Live season three, Lifespan Financial Planning General and Compliance Manager Eugene Serravalle, is joined by Pierre Moussa, Senior Compliance and Assurance Specialist to discuss the various ways that plan vetting can benefit both advisers and their clients.
By Eugene ArdinoIn the first episode for Lifespan Live season three, Lifespan Financial Planning General and Compliance Manager Eugene Serravalle, is joined by Pierre Moussa, Senior Compliance and Assurance Specialist to discuss the various ways that plan vetting can benefit both advisers and their clients.