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Advising the Older Client: Tips & Traps April 28, 2017G. Stephen Wiggins RED OAK LEGAL, P.C. 5 0 0 T OW N C E N T E R B L V D., S U IT E B T U S C A L O OS A, À la B A M A 3 5 4 0 6 (205) 7641262

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It is a form designed to provide financial advice and guidance to elderly clients.

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The form must include details of the advisor's qualifications, services provided, fees charged, and any potential conflicts of interest.

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