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コンテンツは Janet M. Taylor によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Janet M. Taylor またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
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Stop Procrastinating: Get Your Affairs In Order

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Manage episode 283084832 series 1190963
コンテンツは Janet M. Taylor によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Janet M. Taylor またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Do you change the subject when people talk about Wills and life insurance policies? Have you been procrastinating on getting your personal affairs in order? Tune in as Roslyn D. Morris shares what you need to know about estate planning and getting your affairs in order. Roslyn D. Morris is the managing attorney of the Law Offices of Roslyn D. Morris located in Bala Cynwyd, Montgomery County, PA. Over 25 years of practicing law and serving the community, Ms. Morris has been committed to empowering people in the areas of estate planning, real estate, business, and probate.

Most recently in the last two years, Ms. Morris provides financial services educating her clients: individuals, families and entrepreneurs, how money works and assisting them in becoming properly protected, debt free and financially independent. Ms. Morris has been a guest speaker and co-host for numerous seminars, workshops, and radio talk shows in Philadelphia and the surrounding areas such as: Court Radio Show on Praise 103.9FM, Empowerment Zone on WURD, 990FM, Gospel Highway 11, and WNAP 1110 AM. She now conducts Estate Planning and Financial Wellness Webinars.

Ms. Morris began her legal career as in-house Legal Advisor and Associate Vice President at the Hospitals and Higher Educations Facilities Authority of Philadelphia, a quasi-city agency that syndicates municipal bond transactions. Consequently, she accepted a job offer at the Philadelphia Housing and Development Corporation of Philadelphia (PHDC) as in-house Legal Counsel and later Acting General Counsel. Thereafter, Ms. Morris relocated to Washington, D.C. after accepting the positions of Law Professor, Staff Attorney and Teaching Fellow in the LLM Program at Georgetown University Law School. Currently, she is an adjunct professor at Lancaster Bible College (formerly CUTS).

Ms. Morris earned a B.B.A. from Kent State University with concentrations in Finance and Real Estate, a J.D. from Villanova University School of Law and an LLM from Georgetown University Law School. Ms. Morris is licensed to practice law in the Commonwealth of Pennsylvania and the District of Columbia, and she is licensed as a Life Insurance agent.

Non-Legal Services Disclosure

Pursuant to Pa. R. Professional Conduct Rule 1.6 the Attorney “shall not reveal information relating to the legal representation of a Client unless the Client gives informed consent, except for disclosures that are impliedly authorized to carry out the representation...”

The Financial Services offered by Attorney are Nonlegal Services. These services are not protected under the Attorney-Client Relationship of confidentiality in Pa. R. Professional Conduct Rule 1.6.

Attorney will keep legal Client separate from financial Client. For the Client’s consideration, Attorney will not provide legal and non-legal services to the same Client.

If you need help getting organized to reinvent yourself click the following link to learn how I can help you

Strategize and Organize. Check out my organizing shop on Amazon for this week's product suggestion.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/janetmtaylor/message

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

460 つのエピソード

Artwork
iconシェア
 
Manage episode 283084832 series 1190963
コンテンツは Janet M. Taylor によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Janet M. Taylor またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Do you change the subject when people talk about Wills and life insurance policies? Have you been procrastinating on getting your personal affairs in order? Tune in as Roslyn D. Morris shares what you need to know about estate planning and getting your affairs in order. Roslyn D. Morris is the managing attorney of the Law Offices of Roslyn D. Morris located in Bala Cynwyd, Montgomery County, PA. Over 25 years of practicing law and serving the community, Ms. Morris has been committed to empowering people in the areas of estate planning, real estate, business, and probate.

Most recently in the last two years, Ms. Morris provides financial services educating her clients: individuals, families and entrepreneurs, how money works and assisting them in becoming properly protected, debt free and financially independent. Ms. Morris has been a guest speaker and co-host for numerous seminars, workshops, and radio talk shows in Philadelphia and the surrounding areas such as: Court Radio Show on Praise 103.9FM, Empowerment Zone on WURD, 990FM, Gospel Highway 11, and WNAP 1110 AM. She now conducts Estate Planning and Financial Wellness Webinars.

Ms. Morris began her legal career as in-house Legal Advisor and Associate Vice President at the Hospitals and Higher Educations Facilities Authority of Philadelphia, a quasi-city agency that syndicates municipal bond transactions. Consequently, she accepted a job offer at the Philadelphia Housing and Development Corporation of Philadelphia (PHDC) as in-house Legal Counsel and later Acting General Counsel. Thereafter, Ms. Morris relocated to Washington, D.C. after accepting the positions of Law Professor, Staff Attorney and Teaching Fellow in the LLM Program at Georgetown University Law School. Currently, she is an adjunct professor at Lancaster Bible College (formerly CUTS).

Ms. Morris earned a B.B.A. from Kent State University with concentrations in Finance and Real Estate, a J.D. from Villanova University School of Law and an LLM from Georgetown University Law School. Ms. Morris is licensed to practice law in the Commonwealth of Pennsylvania and the District of Columbia, and she is licensed as a Life Insurance agent.

Non-Legal Services Disclosure

Pursuant to Pa. R. Professional Conduct Rule 1.6 the Attorney “shall not reveal information relating to the legal representation of a Client unless the Client gives informed consent, except for disclosures that are impliedly authorized to carry out the representation...”

The Financial Services offered by Attorney are Nonlegal Services. These services are not protected under the Attorney-Client Relationship of confidentiality in Pa. R. Professional Conduct Rule 1.6.

Attorney will keep legal Client separate from financial Client. For the Client’s consideration, Attorney will not provide legal and non-legal services to the same Client.

If you need help getting organized to reinvent yourself click the following link to learn how I can help you

Strategize and Organize. Check out my organizing shop on Amazon for this week's product suggestion.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/janetmtaylor/message

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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