Madison Estate Council Meeting: Who's Your Client When Everybody is Your Client
Join us as we kickoff our 2018-19 season of the Madison Estate Council! Janet Rae Montgomery of Daluga Boland & Montgomery presents: Who's Your Client When Everybody is Your Client, Ethical Dilemmas for Estate and Business Planners in Representing Family Members. We have applied for 1 ETHICS credit for CLE & CFP Board. We will have other important announcements about the upcoming year at this meeting. We hope you will join us!
5:30 Cocktail Reception
Read more about Janet and her practice here.