ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Do you have a Trusted Contact Person?"
Episode Synopsis
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.
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