NTSA Webcast: Back to School

Date/Time:

Available Until, Aug 19, 2022 

 

Description:

This is a virtual Q&A panel event designed to help practitioners and K-12 industry partners consider ways to approach the coming school year. After a year unlike any other, we will tackle issues that affect how the marketplace has changed.  Drawing from a panel with a diverse background, this will be a terrific way to kick off the 2021-22 school year.

 

Speakers:

 

• Chris Wise CFP®, CRES, Principal, Wise Capital Partners in Texas
• Toni Whaley, Financial Planner, Paladin Advisor Group in Maryland
• Jim Kelleher, COO, Carruth Compliance TPA Group in Oregon
• Vincent J. Masciana, Chief Operating Officer, Cheshire Public Schools in Connecticut
• Philip Kim CFP®, ChFC®, CLU®, RICP®, CRES, Managing Director, Signature Wealth Concepts in Arizona

 

Experience Level for Attendees:

All

 

Target Audience: 

All

 

IRS Program Number:  CZTXU-Q-01363-21-O

 

                

 

Registration Deadlines: 

• Live:  08/19/2021
• On-Demand:  08/19/2022

 

CE Credit: 

1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA

 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials.  Recordings are available one week after the live webcast takes place.

 

Webcast Package Pricing

For more details on additional training package offerings, please contact [email protected]

 

Methods of Registration:  To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

 

Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.

 

E-mail:   E-mail your scanned registration form(s) and credit card information to [email protected]

 
Fax:        Fax your scanned registration form(s) and credit card information to 703-516-9308.
Mail:      American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725

For express/overnight deliveries (FedEx/DHL, etc., send to:  American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA  22203

Make checks payable to the American Retirement Association

 

General Information

 

Cancellation Policy

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

 

Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

 

Questions

Registration and General Questions

American Retirement Association Customer Support

703-516-9300

[email protected]