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