Legal Lessons: Annual Disclosures

September 21, 2017 @ 11:30 am – 1:00 pm
Epsten, APC
10200 Willow Creek Rd. Suite 100
San Diego
CA 92131
Tiffany Christan
Legal Lessons: Annual Disclosures @ Epsten, APC

Join David A. Kline, Esq. and Susan M. Hawks McClintic, Esq at our San Diego office for our first Legal Lesson. Participants will learn about all the disclosures that must be made to the members on an annual basis. Many disclosures have to be included in the Annual Budget Report or Annual Policy Statement that is sent to the members toward the end of each fiscal year. Other disclosures can or should be made at the beginning of the next fiscal year. Learn everything you need to do to comply with these confusing legal requirements.