CEO Roundtable

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 events@financialservices.org.