Retirement Income Roundtable

Monday, June 17, 3:30pm - Tuesday, June 18, 12:00pm (EDT)

Time shown in-05:00 America, New York

Retirement Income Roundtable (for product managers & CIO from the other three groups) at the P&I Offices in conjunction with their June 20th Retirement Income Program for plan sponsors (separate registration required)

The RPA Roundtables & Think Tanks bring together senior home office leaders that service retirement plan advisors from record keepers, broker dealers and aggregators as well as product managers and CIOs focused on retirement income.

With new laws & regulations, the convergence of wealth, retirement & benefits at the workplace, and the explosion of the small plan market resulting in more wealth advisors to be more engaged, the DC industry is going through radical change.

With an open forum and no preset agenda, the Roundtables delve deeper into what’s critical to these leaders and provide valuable insights into what the future might hold. There are post program coverage on WealthManagement.com’s RPA edge, 401kTV, and now P&I making the RPA Roundtable series one of the most important industry forums with the opportunity to spend six hours, plus dinner with people that may not attend industry events, as well as a way to get your brand and message out to hundreds of thousands of advisors and tens of thousands of plan sponsors through digital and video coverage.

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Add to Calendar 2024/06/17 15:30:00 2024/06/18 12:00:00 America/New_York Retirement Income Roundtable Retirement Income Roundtable (for product managers & CIO from the other three groups) at the P&I Offices in conjunction with their June 20th Retirement Income Program for plan sponsors (separate registration required)

The RPA Roundtables & Think Tanks bring together senior home office leaders that service retirement plan advisors from record keepers, broker dealers and aggregators as well as product managers and CIOs focused on retirement income.

With new laws & regulations, the convergence of wealth, retirement & benefits at the workplace, and the explosion of the small plan market resulting in more wealth advisors to be more engaged, the DC industry is going through radical change.

With an open forum and no preset agenda, the Roundtables delve deeper into what’s critical to these leaders and provide valuable insights into what the future might hold. There are post program coverage on WealthManagement.com’s RPA edge, 401kTV, and now P&I making the RPA Roundtable series one of the most important industry forums with the opportunity to spend six hours, plus dinner with people that may not attend industry events, as well as a way to get your brand and message out to hundreds of thousands of advisors and tens of thousands of plan sponsors through digital and video coverage. 685 3rd Avenue, New York, 10017, NY, USA false MM/DD/YYYY 10080 OPAQUE axfTuUhCOzMxOlTVWmMF255481

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685 3rd Avenue, New York, 10017, NY, USA

Fred Barstein, registrar@trauniversity.com

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