"How to Set Up and Communicate a Document Retention Policy to Your Clients" Out of Stock
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About the Seminar
What are the implications of failing to create and maintain a firm document retention policy? Join Debbie Bjes of Pearl Insurance for a practical and in-depth look at what you stand to lose if you don't have a document retention policy and how you can create and maintain a policy that can protect both you and your clients.
This seminar qualifies for 1.0 MCLE credit hours.
This is an Intermediate Level Program.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2020, please use this course code: 201266ADO
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2021 , please use this course code : 211126ADO