Conference Materials

2023

Client Notifications: The Flight Safety Cards of Our Industry

Monday, May 1, 2023 2:15 PM - 3:15 PM

Speaker

Deidre Waltz

Session Description

Welcome aboard. Please review the safety information on the card located in the seat pocket in front of you, even if you are a frequent flyer, as each aircraft is different. We strongly suggest you read it before take-off. We wish you all an enjoyable flight. Now that we’ve established a relationship, what other disclosures and notifications should our client’s review? Similar to the airline industry, banks and trust companies ask their clients to review notices and disclosures. We will review the different types of disclosures and notices to better understand why they are important and why our clients should review them, even if they are frequent investors.

Session Material

Session Material