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(Presentation) Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data

  • Isaac Mamaysky
  • Feb 4
  • 1 min read

It's always a pleasure to present for the Financial Experts Network. This presentation explores key legal considerations surrounding the movement of client data when transitioning from one firm to another.



 
 

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Contact Isaac: 212.531.5050 | imamaysky@potomaclaw.com

Mailing Address: 222 Purchase Street No. 158 | Rye, NY | 10580

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