Wynn 2012-01-17T15:28:23+00:00

Additional Materials and Items

Materials for Marketing Section

* Interview of Jeffrey G. Marsocci by Glen Pier–http://www.box.com/s/bc1khck9anzteicqzmmq

* Slides Marketing

* The Anti-Probate Revolution https://www.createspace.com/3450745

* Estate Planning for Domestic Partners https://www.createspace.com/3387961

* The IRA Trust https://www.createspace.com/3408198

Materials for Compliance Section

* Slides Compliance

* Compliance Guide from Financial Social Media ComplianceGuide

* SEC: Social Media and Fraud Social Media and Fraud – SEC

* Investment Adviser Use of Social Media Investment Adviser Use of Social Media – SEC