It’s been just about a year since the European Union’s General Data Protection Regulation (GDPR) took effect amidst a flurry of predictions that the global data privacy landscape would dramatically change. So, has it? Well, not quite… yet, anyway.
[… read more]
June
26,
2019
|
09:58
June
26,
2019
|
08:40
Part 3 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]
June
12,
2019
|
08:55
Part 2 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.
[… read more]
May
29,
2019
|
10:37
Part 1 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]
May
15,
2019
|
10:48
Part 7 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enablingthe adviserand client to take the necessary steps, and get the plan moving.
[… read more]
May
01,
2019
|
12:22
Part 6 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]
April
17,
2019
|
10:58
Part 5 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.
[… read more]
April
03,
2019
|
09:34
Part 4 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.
[… read more]
March
25,
2019
|
09:54
Ohio's Medical Marijuana Control Program (MMCP) is open for business. We have certainly come a long way since first reporting on this program in June 2016 and September 2017.
[… read more]
March
21,
2019
|
01:07
This is part 3 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]


