The NTSA traditionally offers access to a recording of a webcast (including both audio and visual portions of the presentation) approximately one week following the original live webcast presentation. These recordings are available for 1 year after the date of the original live webcast. Below is a list of the currently available recorded webcasts.
NTSA Webcast: Layering on the Benefits for Public Schools… or Have it Your Way!
Available until May 26, 2022
Speaker: Susan D. Diehl, QPA, CPC, ERPA, CBFTM, President PenServ Plan Services, Inc.
Description: Governmental plans are afforded a variety of different plan types to use in different ways. It is important to know which rules are different from 401(k) plans and the unique rules with these plans. Governmental plans have many more options available to them than the average profit employer does and knowing how to use these options is key!
CE Credit: 1 ASPPA , 1 NTSA, 1 NAPA Relevant Topics, 1 ERPA
NTSA Webcast: Financial Advising in a Digital World
Available until April 28, 2022
Speaker: Toni E Whaley, Financial Planner
Description: “Automation…” When some people hear that word, they cringe. Others embrace the vast expanse of processing/reporting in the digital world with ease. In an industry like financial services, where each practice is as unique as the individual who owns/operates it, reactions are just as numerous. Additionally, many of the systems we see today were not affordable or even conceived of when we began our careers. Will “programs” help you serve clients and build practice efficiency? Is the cost to embrace technology worth it? This course is designed to help you begin to answer these and other questions with confidence.
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA
NTSA Webcast: How the DOL Fiduciary Rule Affects Advisors and Other Retirement Plan Parties
Available until Nov. 11, 2021
Speakers:
- Allison Wielobob, General Counsel, American Retirement Association
- Andy Remo, Director of Legislative Affairs, American Retirement Association
- Sue Diehl, QKA, CPC, ERPA, President PenServ Plan Services – moderator
Description: This webinar discusses the DOL “Improving Investment Advice for Workers and Retirees” fiduciary rule and how it affects advisors, RIAs and broker-dealers, including potential compliance issues for the advisor.
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA
NTSA Webcast: Ethics: Never the Wrong Time to do the Right Thing
Available until Dec. 15, 2021
Speaker: Bob Kaplan, CPC, QPA, QKC, QKA, CFP, 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.
CE Credit: 1 ASPPA Ethics, 1 NTSA Ethics, 1 NAPA Ethics, 1 ERPA Ethics, 1 JBEA Ethic
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