Michelle Jacko to Speak for 2023 Investment Adviser Compliance Conference

March 12-14, 2023 | Investment Adviser Compliance Conference | Speaker: Michelle L. Jacko, Managing Partner

We are proud to announce that Managing Partner Michelle 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.

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