Legal, compliance and financial planning often go hand-in-hand. That’s why we’re diving into these topics during our next chapter meeting, 7:30-10 a.m. on Tuesday, June 19.
Hour 1: Served with a Subpoena, Now What?
In the first hour, we’ll hear from
Sonja Eayrs of Barnes & Thornburg LLP and
Kim Ruckdaschel-Haley of Ballard Spahr LLP about the steps to take if you’re served with a subpoena.
Hour 2: Compliance Panel Discussion
In the second hour, Professional Committee Chair Brian Edstrom will lead a discussion on compliance featuring three panelists who survived a state and federal audit:
Melissa Glennie of Capital Management Associates,
Jim Lund of NorthRock Partners,and
Bill Wixon of Wixon Advisors.
Optional session: Helping clients manage student loans
Immediately following the June 19 meeting, we invite you to stick around for a one-hour pro bono workshop at 10:15 a.m. led by presenter Melanie Hardie. This workshop will walk you through ways to help clients understand the ins and outs of student loans and how they can best be managed.
