WEBINAR: Disclosure Documents (Part 1) – Advice documents Finding the Goldilocks balance: making disclosure not too much, not too little, but just right

In this first of a 2-part series, we will focus on key advice disclosure requirements and how to strike the balance between ensuring your legal requirements are met while still making them understandable to the end-user.

Our Senior Associate, Glenjon Aligiannis will explain what these legal requirements are. He will be joined by Paula Draney from Tangelo Consulting and they will discuss how you can bring those requirements to life in a more useful way to for end-user