March 12-14, 2023 | Investment Adviser Compliance Conference | Speaker: Michelle L. Jacko, CSCP, CEO
We are proud to announce that CEO Michelle L. Jacko will be speaking at the 2023 Investment Adviser Compliance Conference, from March 12-14, 2023.
Michelle will be presenting on “Considerations for Retail Clients, Including Senior Investors,” on Monday, March 13th along with co-panelists Scot Draeger, President & General Counsel at R.M. Davis, Inc., and Shannon Geyer, Director of Compliance & Finance at Compton Wealth Advisory Group, LLC.
The session will discuss, among other things, tackling contractual and operational steps to prepare for any concerns with senior or diminished capacity clients.