GROWTH. TRANSFER. LEGACY.
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INVESTMENT ADVISERS: Lavelle Law is hosting a day of free video conferences for investment advisers to discuss their annual review needs. Each session will be a 30-minute Zoom consult with attorney Samantha Bonamassa who specializes in Securities Law. Samantha will discuss your specific questions related to the annual review requirement, questions you have about the upcoming Form ADV Annual Amendment, and answer common FAQs.
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