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Firm Brochure (Part 2A of Form ADV)This brochure provides information about the qualifications and business practices of Callahan Financial Planning Company (Callahan Financial Planning). If you have

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What is business practices of callahan?

The business practices of Callahan refer to the ethical and legal guidelines that the company follows in conducting its operations.

Who is required to file business practices of callahan?

All employees and stakeholders of Callahan are required to adhere to and report on the business practices.

How to fill out business practices of callahan?

Employees can fill out the business practices of Callahan by providing accurate and detailed information about their work ethics and adherence to company policies.

What is the purpose of business practices of callahan?

The purpose of the business practices of Callahan is to ensure transparency, integrity, and compliance with all relevant laws and regulations.

What information must be reported on business practices of callahan?

Employees must report on their adherence to company policies, conflicts of interest, ethical conduct, and any violations of laws or regulations.

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