Welcome to the Supplemental Hub

You’ve attended the session, but now you want more information…

Thank you for attending “Schwab’s 2024 Compliance Update: Compliance Hot Topics and Updates ” presented by Michelle L. Jacko, CSCP. The discussion shouldn’t stop there. We’ve provided additional materials to help attendees navigate the discussion back with their own organizations.

The Supplemental Hub was designed specifically from the presentation and is catered to help those understand, strategize, and maneuver the SEC’s compliance expectations and hot topics for 2024.

If you have any questions, please feel free to contact Michelle directly at 619.298.2880 or email michelle.jacko@jackolg.com

If you or your team need additional assistance, contact our team today.

Presentation Slides

Supplemental Documents