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The CDA & In-Plan Annuity Virtual Roundtable is a virtual meeting focused on new and emerging trends in these guaranteed retirement income products. We take a deeper dive into these options, how they work, and discuss important considerations for firms and advisors.

This virtual meeting takes place over a two hour session.

Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, insurance companies, and other industry experts.

CDA & In-Plan Annuity Virtual Roundtable

  • Projected Date of Event

    February 8, 2024

  • Pricing Details

    $5,250 - Includes the attendance of two representatives from each sponsoring firm.

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