| Join us for a roundtable discussion on legal, regulatory, and strategic developments affecting financial services firms sponsoring or offering clients access to IRAs and other personal retirement accounts. | |||||||||||
| Topics will include: | |||||||||||
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| Proof of vaccination is required to enter our offices. Masks are welcome but optional. |
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| Credit | |||||||||||
| CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval. | |||||||||||
| Questions? | |||||||||||
| Please email Samantha Puleo. | |||||||||||
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| This is an invitation-only event. |
| When |
| Tuesday, February 28, 2023 |
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9:00–9:30 am ET Registration and breakfast |
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9:30 am–2:00 pm ET Roundtable and lunch |
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2:00–3:30 pm ET Open Q&A and networking reception |
| WHERE |
| Morgan Lewis 101 Park Avenue, 39th Floor New York, NY 10178 |
| SPEAKERS |
| Sariyah S. Buchanan |
| Pamela Fedowich |
| Michael Gorman |
| Lindsay B. Jackson |
| Daniel R. Kleinman |
| William J. Marx |
| Caitlin S. Onomastico |
| Michael B. Richman |
| Helen Rizos |
| Natalie R. Wengroff |
| Daniel Wentworth |
| Connect with us |  |
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www.morganlewis.com |