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The CDA 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 RIAs, banks, wirehouses, national, regional, and independent broker-dealer firms, insurance companies, and other industry experts.

CDA Virtual Roundtable

SKU: VR-CDA
$0.00Price
  • Date of Event

    NOVEMBER 13, 2025

  • Pricing Details

    $6000 - Includes the attendance of two representatives from each sponsoring firm.

Add-On Sponsor Opportunities

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