Best Practices – Opening and Closing Client Files, Beyond the Basics

July 13, 2017
Julia Swain
AAML PA Chapter Summer Meeting

Julia developed and co-presented "Best Practices – Opening and Closing Client Files, Beyond the Basics" at the annual AAML PA Chapter Summer Meeting. Julia’s co-presenters were Jeffrey Williams and Sophia Paul. Julia discussed duties to prospective clients, waivers of conflict and document retention policies.