About This Event

The Compliance Roundtable meeting is an in-person event designed to promote the sharing of best practices and strategies related to compliance and regulatory concerns surrounding insurance, annuities, and structured products. This meeting provides an interactive forum for participants to discuss strategies and initiatives related to program and sales practices and to changing legal and regulatory requirements.

Attendees include compliance and supervisory executives from banks, wirehouses, and both national, regional, and independent broker-dealers, along with other industry experts, such as representatives from insurance and investment firms, service providers, marketing organizations, and related companies.

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:September 16, 2026 at 6:00 PM 

    End: September 17, 2026 at 3:00 PM 

    Eastern Time

    Where

    The Ritz-Carlton, Amelia Island

    4750 Amelia Island Parkway, Amelia Island, Florida, 32034, USA

    Contact

    Saltzman Associates

     704-243-4512
    events@saltzmanassociates.com

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