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