Presented by: Michele Cartwright, CTA, VTA, ACC of Destinations by Design
It’s every advisor’s worst nightmare: getting sued despite doing everything right! Join Michele Cartwright, CTA, ACC, VTA, president and owner, Destinations by Design, LLC, as she shares insight from her own legal adventures. Michele will discuss building an agency with a strong foundation, including exploring business structures, properly implementing authorizations and waivers, documenting everything, and more. This is the perfect webinar for the new advisor AND the experienced advisor in need of a business tune up.
