Ok fine, I will admit it…I was wrong.
I have been known for saying “I have only been wrong once in my life, but that was only when I thought I was mistaken.” But last week I read an article titled: “To Err Is Human—To Correct, Divine.” Those of you who know me understand that I make mistake after mistake, but that it is through my mistakes that I find success. In fact, when I am in my home in Utah, I have a quote from Michael Jordan in a large frame that states that all of his success came from his failures.
All of this, just to say that I was wrong, and I am happy I was. Last month I started my article by saying that we were going to enter into a government shut down. In the 11th hour, both sides came together to finalize a 45-day spending bill to avoid a government shutdown. We won’t mention what has taken place since, but for a moment, we came together to keep things running.
On the Road Again
This is what happens when I write during a presentation by a wonderful motivational speaker at the GWN Conference in Fort Lauderdale, FL. (Thank you, GWN, for the invite.)
October has come and gone. It has been a month full of opportunities and growth, and we are looking forward to the upcoming state legislative season. I also experienced the end of the high school football season for my son, with some excellent games and growth which were fun to watch (although, I greatly miss coaching).
The month started in Washington, D.C. at the 2nd annual ERISA 403(b) Advisor Conference. A lot of articles were written about the many sessions at the conference. In the end, we had a great turnout, and it was wonderful to hear the great discussions surrounding that portion of our market. There are a lot of changes—and a lot to learn. Please go to our website to find the articles that were written regarding these conference sessions.
From D.C., we went to the Lincoln Wealth Management Forum in Philadelphia. We had a great time learning and meeting with everyone at Lincoln Investment. Thank you for the invite and for the opportunity to present about SECURE 2.0 and the things it will affect as we proceed into the implementation phases of one of the largest pieces of legislation in the retirement industry in recent history.
We continued the month with a CRES Advisor Certification program in Hawaii with National Benefit Services. It is always a great opportunity to meet with current and future CRES advisors across the country. This program continues to see great growth and we are excited to continue to provide a program that focuses on non-biased education with a code of conduct and standard of ethics that allows school districts to trust in what we are building across the country for educator retirement education.
After Hawaii, many of us were able to get together at the ASBO International conference in National Harbor, MD. There we discussed CRES as well as the effects of SECURE 2.0 on the industry. I am grateful for our friends at ASBO International for their support and companionship in the industry. We were also able to get a large group together to watch Utah beat USC…again (sorry, I had to throw that in here).
To finish up the month, I am spending time at the GWN conference in Fort Lauderdale, FL. Happy to be with GWN Securities as well as a number of our Strategic Partners as we meet with advisors and encourage them to take advantage of all that the NTSA has to offer, including our upcoming NTSA Summit in San Diego in February 2024.
NTSA Summit
Speaking of the upcoming summit, we are still ahead of schedule on registrants. Rooms and registrations are going fast as we are all excited to gather in one of America’s finest cities to work together to learn and grow with one another. If you have not booked your spot, do so soon. We are excited to get together and make this conference one for the ages. Please register by using this link.
Busy, Busy, Busy
November looks to be a busy month on Capitol Hill as we continue to work on a number of retirement bills that have been or are being presented—including one concerning collective investment trusts (CITs) in 403(b)s.
Thanks!
I enjoyed seeing so many of you in October. Thank you for stopping by and saying hello at the many opportunities that presented themselves. Thank you for all your hard work and for supporting the educators across the country!
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