Fall Compliance Workshop
Michelle L. Jacko presented at the Investment Adviser Association (IAA) Fall Compliance Workshop on November 29, 2016.… Read More
Michelle L. Jacko presented at the Investment Adviser Association (IAA) Fall Compliance Workshop on November 29, 2016.… Read More
Michelle L. Jacko presented on Life Stages of Your Business at the Financial Services Network (FSN) Conference on October 5-6, 2016 in San Mateo, CA.… Read More
Michelle L. Jacko presented on Aging Clients and the Investment Advisory Practice at the Investment Adviser Association (IAA) Webinar on January, 28, 2016.… Read More
Michelle L. Jacko presented on Cybersecurity at Schwab Impact on November 10, 2015 in Boston, MA.… Read More
Michelle L. Jacko presented on Compliance Risk Management at the National Society of Compliance Professionals’ (NSCP) National Meeting on November 1, 2015.… Read More
Michelle L. Jacko presented on Succession Planning at NRS on October 14, 2015 in San Diego, CA.… Read More
Michelle L. Jacko presented on Private Placement Memorandum for the EB5 Webinar on August 12, 2015.… Read More
Michelle L. Jacko presented on Compliance Considerations for Advisers to Mutual Funds and Institutional Clients for the Core Compliance & Legal Services Webinar on May 19, 2015.… Read More
Michelle L. Jacko presented on Aligning Disclosures with Business Practices at the National Society of Compliance Professionals’ (NSCP) Regional Meeting on March 12, 2015 in Anaheim, CA.… Read More
Michelle L. Jacko presented on Compliance Issues for Advisers with Individual Clients at the Investment Adviser Association (IAA) Compliance Conference on March 4-5, 2015 in Arlington, VA.… Read More