Bank & CU Annuity and Retirement Council
By Stathis Partners, LLC.
Date and time
April 29, 2020 · 12pm - April 30, 2020 · 11am EDT
Location
Hard Rock Hotel
5800 Universal Boulevard Orlando, FL 32819Description
A forum for program leaders and product managers where discussions will focus on product management and best-practices in providing investment and retirement guidance. This roundtable will feature case-studies, client discovery strategies, annuity product evolution and investor needs, Reg BI implementation and more.
Come join your peers for two productive days of interaction at the Hard Rock on Orlando!