Thank you for attending “Schwab Spring 2025 Compliance Update” 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 Spring 2025.
If you have any questions, please feel free to contact Michelle directly at 619.298.2880 or email [email protected]
If you or your team need additional assistance, contact our team today.
Please click the links below to read the articles.
Please click the links below to read the articles.