NTSA Webcasts Offer Expert Insights

NTSA is always providing information and insights that will be valuable to its members! Following is information about NTSA webcasts.

 

 

NTSA webcasts are recorded! Following are NTSA webcasts that are available.

 

 

 

Available Until August 27, 2021

 

Speakers:
Darlene Flagg, Moderator, Carey Earle, President, Bluestone Life
Tamara Indianer, Lincoln Investments
José Antonio Diaz, New York Life Insurance Company
Damien Adams, National Life Group

 

Description: In today’s new normal, school districts and teachers have so many things to juggle in the classroom. Things like virtual learning, student and teacher fatigue, diversity and inclusion are all at the top of their minds. Join NTSA’s conversation about “Race and Equality in School Districts” in which NTSA President-elect Darlene Flagg will lead the panel discussion to help schools, educators and advisors frame their discussions for the classroom. Panelists Tamara Indiana of Lincoln Investments, Carey Earle of Bluestone Life, Damien Adams of National Life and José Antonio of New York Life Insurance Company will offer candid thoughts on how to have conversations that focus on gender, ethnicity and sexual orientation on school campuses. 

 

 

 

Available Until August 4, 2021

 

Speaker: David Lewis, Executive Director, ASBO International, Christopher Zingaro, Head of Marketing and Business Development, ABMM Financial

 

Description: COVID-19 has created numerous challenges and changes to our industry and the way we operate. These things have made it more difficult for 403(b) practitioners working with public schools, but this doesn’t mean that we are shut out from what we do for a living. NTSA is excited to have David Lewis, Executive Director of the Association of School Business Officials International (ASBO) join us for a discussion on the impact the pandemic has had on those working in the K-12 marketplace and what we can do to address them.

 

 

Pandemic Pandemonium—Navigating the new COVID-19 Retirement Plan Rules

Available Until July 30, 2021

 

Speaker: Andrew Remo, Director of Legislative Affairs, American Retirement Association

 

Description: Find out what you need to know about the rapid policy developments from Washington D.C. Federal agencies are busy issuing retirement plan administrative guidance in the wake of the COVID-19 pandemic and the CARES Act, as well as working on longer-term projects like SECURE Act implementation, an update of the Fiduciary Rule, and more! Also, hear the latest on what could be on the political horizon as the November elections approach.

 

CRES: Attracting New Clients in the Midst of a Pandemic

 

Available Until June 17, 2021

 

Speaker: Tamara Indianer, CRES and Adam Pearce, CRES

 

Description: This webcast addresses how to work with school business officials to implement a financial literacy program, gain better access to school districts and create business opportunities to attract new clients. If you are already CRES certified, learn about the new tools in our toolkit, such as a second presentation and a professionally done commercial to be sent to decision makers.
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Noncore

 

A Tech-Driven Approach to Advice

 

Available Until June 10, 2021

 

Speaker: Tom Lakatos, VP – Branch Development, Lincoln Investment

 

Description: The pandemic has forced many advisors to implement technology quickly into their practice, whether they were ready or not. In addition, it has also validated that technology is a viable method to deliver financial advice and drive and maintain quality relationships. Join Tom Lakatos, VP-Branch Development as he discusses how to integrate technology in a way that doesn’t sacrifice effectiveness for efficiency. Tom has built a team of NextGen advisors focused on developing an advisory relationship via virtual engagement. Tom has 11 advisors at Lincoln Investment working with over 24,000 clients and 700m+ in AUM. The model is entirely virtual and built around financial planning and Tom will walk you through the way his team operates and share ideas and best practices as you consider your approach.

 

 

 

NTSA Members Access On-Demand Now! (Enter Code: NTSAWEB)
 

Available until Feb. 11, 2021

 

Speaker: Andrew Remo, Director of Legislative Affairs, American Retirement Association

 

Description: On Dec. 20, 2019, President Trump signed the SECURE Act, the most comprehensive retirement savings policy bill in 13 years, into law. Many of the SECURE Act provisions will be effective starting with the 2020 plan year. Find out how the SECURE Act will impact your business with this comprehensive overview of the new law.

 

 

 

NTSA Members Access On-Demand Now! (Enter Code: NTSAWEB)
 

Available until Dec. 10, 2020

 

Speaker: Bob Kaplan, Director of Technical Education, American Retirement Association

 

Description: As an NTSA member you are subject to the Code of Conduct of the Association. This session provides highlights of the code that every member should be familiar with plus some real-life situations that require you to apply those ethical standards. How would you respond? How should you respond? Join us for a look at ethics and how they pop up in all types of situations.

 

 

 

NTSA Members Access On-Demand Now! (Enter Code: NTSAWEB)
 

Available until October 17, 2020

 

Speaker: Brent Neese, Executive Director National Tax-Deferred Savings Association Director of State and Local Government Policy American Retirement Association

 

Description: How does a 457(b) plan work? Who is eligible? How is the 457(b) market different than the 401(k) market? Join us for this informative webcast with Brent Neese, Executive Director of NTSA to learn about the $1 trillion 457(b) market.

 

5 New Ways to Bond with Your Best Clients

 

NTSA Members Access On-Demand Now! (Enter Code: NTSAWEB)

 

Available until Sept. 24, 2020

 

Speaker: Josh Decker CFP, Financial Advisor, EFS Advisors

 

Description:  As the financial advisory business has become more fee based and service oriented, client retention is now paramount. You can use new technologies and innovative strategies so that clients will always look to you as a friend and trusted part of their life. Deep relationships with clients are a major key to practice growth.