About This Event
Held semi-annually since 2012, the Annuities meetings are in-person events that are focused on trends, opportunities, issues, and developments related to the sale and use of annuities through registered financial advisors and investment advisers. Channel-specific meetings are held in the first half of the year, followed by a cross-channel meeting in the second half of the year.
Attendees include executives from banks, credit unions, wirehouses, national, regional, and independent broker-dealers/RIAs, along with third-party broker-dealers supporting these channels, as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations, and other related firms.
Thanks to the support of our sponsors, there is No Charge to attend a Saltzman Associates Roundtable.
Complimentary items include accommodations at the host property for the days of the event, all event-related food and beverage, and travel reimbursement.
Special Thanks To Our Sponsors
Event Details
When
Start:
May 20, 2027 at 12:00 PM
End:
May 21, 2027 at 1:00 PM
Eastern Time
Where
The Ritz-Carlton, Charlotte
201 East Trade Street, Charlotte, North Carolina, 28202, USA
Contact
Saltzman Associates
704-243-4512
events@saltzmanassociates.com
THE COUNTDOWN BEGINS
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