Season 5 · Episode 22
Do you have a Trusted Contact Person?
July 17, 202423m 49s
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Show Notes
Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.