Thursday, 27-August-2009

Fairly quiet day, because Boss was out first half of the day. HK called in sick this morning, so the minute I walk in Boss is asking for things for her appointment. She just assumed i knew what was needed demanding the paperwork. I quickly had to get the paperwork to switch the UGMA to an Individual Account. The client making the switch is actually in his mid-30s. Little late to be making the switch?