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“This discussion is really a cautionary tale for everybody in this room,” Brad Hope, Managing Partner with OMNI & TSACG Compliance Services, said at the outset of a Feb. 27 general session at the 35th NTSA Summit in San Diego. It’s about knowing where the industry is going and remembering... READ MORE
The Feb. 27 closing general session in San Diego at the 35th NTSA Summit aimed to foster better communication and collaboration between advisors and school business officials (SBO). The session, featuring Bernie Heffernon, Divisional Vice President with Equitable, and James Rowan, Executive... READ MORE
Organizers and attendees of the 35th NTSA Summit honored the 2024 NTSA Elite Advisors in San Diego on Monday. Since the Awards’ 2014 inception, 44 NTSA financial advisors have been recognized with this achievement. This year’s Elite Advisors are: Larry Poole, CRES, Robinson and Associates,... READ MORE
Are recession fears overblown? Shashi Mehrotra, the Senior Vice President and Chief Investment Strategist at Lincoln Investment, thinks so and came armed with historical data to prove it at a Feb. 26 session of the 2024 NTSA Summit in San Diego, "The Financial Landscape Ahead: AI, Recessions, and... READ MORE
“In a study of financial services executives, the more adaptable the individual, the greater their effectiveness is shown by revenue and sales growth. It’s no surprise that, in a constantly changing world, the data shows adaptability is an asset in leadership. It’s also at the heart of innovation... READ MORE
Is your approach to retirement planning truly client-centered? That's the (big) question presented during an interactive session on Feb. 26 at the 2024 NTSA Summit in San Diego, where it challenged audience members to rethink and refine their strategies actively. Speakers Kevin McAtamney, National... READ MORE
Long-term, part-time employees (LTPTE) is a high-profile SECURE 2.0 provision sparking client curiosity and generating intense interest. It was also the subject of a Feb. 26 general session at the 35th Annual NTSA Summit in San Diego. Moderator Maggie Younis, National Director of Retirement Plan... READ MORE
“How do you wake up Lady Gaga? Poker Face.” With that groan-inducing dad joke, the 35th Annual NTSA Summit, hosted by the National Tax-Deferred Savings Association, kicked off on Sunday in San Diego, Calif. The opening general session, Legislative Landscapes: Federal & State Legislative... READ MORE
At the 2024 NTSA Summit on Monday, the organization honored Tamara Indianer with the 2024 Bob D. Schiller Award for her nearly three decades of dedication to financial planning, with a particular focus on the retirement sector. Indianer, who has dedicated 24 years to Lincoln Investment, is... READ MORE
At the 2024 NTSA Summit on Sunday, Kris Coffey was honored with the 2024 Richard Ford Volunteer Service Award, recognizing her unwavering dedication and substantial contributions to NTSA and community initiatives.   Nathan Glassey, NTSA's Executive Director, highlighted Coffey's instrumental... READ MORE

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