Hosted By: Warner
Shane Hansen, Mary Jo Larson, Linda Paullin-Hebden and Diane Currie of Warner presented 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:
Warner’s panel addressed these and many more questions surrounding this new rule.
Who should attend? This discussion is intended for financial professionals in addition to CCOs.
