Upcoming Webcasts

All participants in our events are expected to abide by our Events Code of Conduct.  Please click here to download a copy. 

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The Case for Collaboration in the 403(b) Marketplace

June 21 at 2 p.m. ET

Speakers:

• Phil Kim, CFP®, ChFC®, CLU®, RICP®, CRES, Founding Member, Managing Director, Signature Wealth Concepts
• Robert Young, CRES, President, One2One Wealth Strategies, LLC
• Adam Pearce, CFP®, CRES, Certified Financial Planner, Lincoln Investment

Description:

Join Phil Kim, Robert Young, and Adam Pearce on a live 45-minute webinar as they discuss the merits of working together in a competitive marketplace. They will share how collaboration led to significant advances in their own individual businesses over a short period of time.

On this webcast you will:

• Understand how collaboration has improved the business of these 3 business practitioners.
• Find ways to increase your opportunities through education. 
• Learn how the CRES program can open the doors to collaboration in your area, and what that could do for your business practice.

 

Continuing Education:

1 ASPPA, 1 NAPA, 1 NTSA

 

Registration:

Comign Soon

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Recorded Webcasts

Recorded webcasts are available to all NTSA members.  To access our library of recorded webcasts, please contact our Webcast Team at [email protected].

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SECURE 2.0 Update

January 25 at 2 p.m. ET

Speakers:

• Kelsey Mayo, Lead Employee Benefits Partner, Poyner Spruill, LLP
• Andrew Remo, Director of Federal and State Legislative Affairs, American Retirement Association

Description:

Kelsey Mayo and Andrew Remo from ARA's Government Affairs Team - who have been involved with reviewing and crafting the legislative language of the SECURE 2.0 bill - will share their insights on the key provisions in the legislation so that you can be ready to discuss with your clients and prospects. SECURE 2.0 is expected to be enacted before the end of the year and there could potentially be up to 90 items in the bill. Don't miss this deep dive to find out what you need to know in SECURE 2.0 that will impact plan design, administration and operations!

On this webcast they will:

• Identify the key provisions in SECURE 2.0 that will impact your business.
• Build a compliance timeline based on effective dates. 
• Crowdsource your questions to highlight potential compliance issues.

 

Continuing Education:

1 ASPPA, 1 NAPA, 1 NTSA

 

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Let’s Get Ethical

Available Until October 26, 2023

Speakers:

• Kelsey Mayo, Lead Employee Benefits Partner, Poyner Spruill, LLP

Description:

Join us as we take an in-depth look at ethics in retirement plans.  Kelsey Mayo will walk us through case studies and the elegant ethical solutions to these case studies throughout the industry. By attending this webcast you will: 

• Gain an in depth look into ethics in Retirement Plans
• Become prepared to handle all situations in an ethical manner
• Enjoy an insight into retirement ethics from Kelsey Mayo

 

Continuing Education:

1 ASPPA Ethics, 1 NAPA Ethics, 1 NTSA Ethics,  1 ERPA Ethics

 

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Retirement Plan Federal Landscape and Key State 403(b) Changes

Available Until October 26, 2023

Speakers:

• Andrew Remo, Director of Federal and State Legislative Affiars, American Retirement Association
• Nate Glassey, Executive Director, National Tax-Deferred Savings Association

Description:

Find out from ARA's Director of Legislative Affairs Andrew Remo how the SECURE 2.0, EARN, and RISE and SHINE Bills will impact the retirement plan landscape and get NTSA's Executive Director Nate Glassey’s 403(b) policy recap from the 2022 state legislative sessions in this action packed federal and state government update. 

On this webcast our speakers will:

• Review the bipartisan retirement bills, with an emphasis on 403(b) rule changes
• Preview the process of getting another federal retirement bill done this year
• Provide a 403(b)-policy recap in the states, and learn where NTSA’s advocacy efforts are focused
• Preview the 2023 state legislative sessions as it relates to the 403(b) marketplace

About the Speaker:

Andrew Remo is the Director of Federal & State Legislative Affairs for the American Retirement Association (ARA), an organization of more than 25,000 members nationwide who provide consulting and administrative services to millions of American workers, savers, and the sponsors of retirement plans. The ARA has two key missions: to educate and inform retirement benefits professionals and to advocate for policies that give every working American the ability to have a comfortable retirement. Before joining the ARA in September 2012, Andrew worked as a staff member for US Senator Benjamin L. Cardin (D-MD) and was responsible for various policy portfolios, including tax and retirement issues. Andrew holds a Master of Arts in Government and a Master of Business Administration from the Johns Hopkins University as well as a Bachelor of Arts in Political Science from the American University.

Continuing Education:

TBD

 

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Current State of Student Loans: Temporary Programs, Planning Opportunities, and More!

Available Until October 4, 2023

Speaker:

Landon Warmund, CFP, CSLP. Financial Advisor with Reliant Financial Services

Description:

Student loans are rapidly changing on a weekly basis with new programs and initiatives coming out. We get it, it’s a lot and hard to keep up with it all! Listen to Certified Student Loan Professional, Landon Warmund as he goes over the current state of student loans. Landon will go over all temporary forgiveness programs, new initiatives coming down the pipeline, and how you can directly incorporate student loan planning into your advising practice to better serve your public education employees.

Learning Objectives:

• Understand the current student loan forgiveness programs that are available.
• Learn how to better incorporate student loan planning into your practice.    
• Know what questions you should be asking your clients about their student loans.

About the Speaker:

Landon is a Certified Financial Planner & Certified Student Loan Professional with Reliant Financial Services based out of Kansas City Missouri. Landon is a graduate from the Kansas State University Personal Financial Planning Program. After graduation, he began working at Reliant and quickly found the massive need for student loan planning within the districts he served. Over his four years within the industry, student loan planning became Landon’s main revenue and new asset generator. To date, student loan planning has led him to obtain new district partnerships, speaking opportunities, and a larger virtual client base nationwide. Around Kansas City, Landon serves as the Direct of NexGen for the Financial Planning Association.

Continuing Education:

TBD

 

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Best Practices for the Summer Months

Available Until June 2, 2023

Speaker:

Philip Kim CFP®, ChFC®, CLU®, RICP®, CRES, Founding Member, Managing Director, Signature Wealth Concepts, LLC

Description:

Join Elite Advisor Phil Kim, former Vice President of the NTSA, and 20 year veteran of the industry, as he provides ideas on how to create activity during the summer months.  This will be a 30-minute LIVE webinar, and you will be able to take away ideas that you can immediately implement in your practice.

Continuing Education:

None