The Financial Planning Newsletter Archives
The Emergency Economic Stabilization Act of 2008
Economic Stimulus Act of 2009 Summary
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Volume 7, Issue 4
Volume 7, Issue 3
Volume 7, Issue 2
Volume 7, Issue 1
Volume 4, Issue 6
Current Disclosure Documents and Privacy Policy
The following documents are required annually per SEC and state regulations:
Form ADV Part 2B – Individual Disclosure Brochure for Timothy Robert Wesling
Form ADV Part 2B – Individual Disclosure Brochure for James Michael Doll
Form ADV Part 2A – Corporate Disclosure Brochure for Wesling Financial Planning Services Corp
Privacy Policy and Practices, 2011