Description:
Formerly the Fee-Based Annuity, this event has evolved into the Annuity Advisory Solutions Roundtable, reflecting our commitment to expanding the discussion of fee-based advisory services to include considerations surrounding traditional advisory annuity products and contingent deferred annuities (CDAs).
Attendees include executives from RIAs, banks, OIDs, wirehouses, national, regional, and independent broker-dealer/RIA firms as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations, and other related firms.
Advisory Annuity Solutions Roundtable
Pricing Details
- Option A - $16,500 for two sponsor representatives
- Option B - $13,000 for one sponsor representative
Waitlist Option:
If a meeting is SOLD OUT, please select the WAITLIST option under Pricing Options and you will be notified of an opening. There is no charge to be added to the waitlist.
Event Date:
July 28-29, 2026