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Please join Shane Hansen, Mary Jo Larson, Linda Paullin-Hebden and Diane Currie of Warner for a webinar focused on the new required rollover disclosures under PTE 2020-02 that begin July 1, 2022. Advisers are struggling with numerous questions and challenges, including:

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Warner’s panel will address these and many more questions surrounding this new rule. To assist in making this a valuable discussion in which we provide helpful guidance, please include questions with your registration by May 17, 2022. If you have additional questions or challenges to raise after you already registered, please email Lori Folkertsma at&nbsp;<a href="mailto:lfolkertsma@wnj.com">lfolkertsma@wnj.com</a>&nbsp;and she will share them with the panel. &nbsp; Who should attend? This discussion is intended for financial professionals in addition to CCOs. &nbsp; To register for this event, click on the link below.

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Funds and Investments

Senior Compliance Consultant

Diane M. Currie

Partner

Shane B. Hansen

Linda Paullin-Hebden

Corporate

Rollovers and the Revived DOL Fiduciary “Rule”

The Warner Norcross + Judd LLP lawyer responsible for the contents of our advertising and this website is managing partner <a href="/people/mark-j-wassink/" aria-label="Mark Wassink">Mark Wassink</a> who can be reached at <a href="mailto:mwassink@wnj.com" aria-label="email Mark Wassink">mwassink@wnj.com</a> or 616.752.2189. Please read our full <a href="/privacy-policy/" aria-label="see privacy policy">privacy policy</a> available on our website.