Bob Veres Inside information: Coping with the new normal
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Bob Veres Inside information: Coping with the new normal

7 months ago · 1 MB Download

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In March’s’s edition of Inside Information, Bob goes in depth on:

  • Coping with the new normal: The 2022 PFP Summit offered some very specific practice management insights and (as Congress once again mulls tax changes) a checklist of issues to cover with clients.

  • Clause for concern: Include a non-solicitation clause in your employment agreement and be prepared to spend the money to enforce it.

  • Medical cost calculator: Traditional Medicare offers much more cost certainty than Medicare Advantage. Healthier clients may

Download the   Inside Information March 2022

File name: insideinfo-mar2022.pdf

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