On Tuesday, June 20, 2017, 7pm, Jennifer R. Luitjens, Esq., Partner at Jarrett & Luitjens, PLC will present a webinar for the American Association of Daily Money Managers. The seminar is titled RECORDKEEPING OF CLIENT INFORMATION.
This webinar will explore opportunities on how to better serve clients with note taking and record organization skills. We will review the value of record-keeping, for both the client and money manager, and consider future situations that prove the importance of that documentation.
Participants will gain insights on how good record keeping practices can benefit clients and their families, from historical meeting notes to client document storage. They will also learn common estate planning terminology to help identify legal documents.