CEO Roundtable

Date: Tuesday, December 19, 2023
Time: 2:00 pm - 3:00 pm

This roundtable discussion will focus on ways to respond in an unprecedented regulatory environment, including way to engage financial advisors and employees about the issues.

Also included will be a comprehensive update on the U.S. Department of Labor independent contractor rule and proposed retirement security rule, as well as standard of care and advocacy priorities for the upcoming year.

C-Suite executives, please save the date. Details are coming to your inbox. If you have questions about this event, please send an email to