IRonMaN
Level 15
04-06-2023
02:33 PM
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The grandson is oblivious to the situation?
If I had concerns I about the client's welfare I would talk to the grandson if you don't know any of the other family members. I had a client that I had concerns about a few years ago. The financial planner that the client dealt with also had concerns about her. He talked to the client's kids who lived out of town and they were convinced she was just fine. Finally a sister stepped in and helped out with the situation.
Slava Ukraini!