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NTSA Webcasts

Upcoming Webcasts

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


Best Practices for the Summer Months

June 2, 2022   |   2:00 p.m. ET

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


Recorded Webcasts

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


Practice Management & Time Management: What's Next?

Available until March 30, 2023 

Speakers: 

Toni Whaley CEO/Founder Paladin Advisor Group a PlanMember Financial Center

Paul Prete, CRES,  Director of Advisor Relationships, PenServ Plan Services Inc

Description: 

The topic of managing one’s time to become effective in work or leisure has been covered.  But what would the next step beyond the information look like in your business and life.  We have asked a couple peers to come together and share actual ways they have applied time management skills to their work and life.  Join us as we discuss the popular ideas and boil it down to the practical real-life application. 

  • Time Management: Taking it to the next level – HOW to manage business activities effectively  
  • How to self-direct and self-audit activities: Business and Personal
  • How to leave a legacy – pay it forward

Continuing Education: 

1 ASPPA , 1 NAPA Relevant Topics, 1 NTSA

 


Doing Recon on the Dem Budget and Key State 403(b) Changes

Available Until, September 29, 2022 

Speakers: 

Andrew Remo, ARA Director of Federal and State Legislative Affairs

Mark Luckinbill, NTSA Executive Director

Description: 

Find out from ARA's Director of Legislative Affairs Andrew Remo how the Democrat's latest Budget Reconciliation package will impact the retirement plan landscape and get NTSA's Executive Director Mark Luckinbill's 403(b) policy recap from the 2021 state legislative sessions in this action packed federal and state government update.

  • Learn about the latest Budget Reconciliation Package     
  • Understand its implications
  • Hear the 2021 State 403(b) policy recap.

Continuing Education: 

1 ASPPA , 1 NAPA Relevant Topics, 1 NTSA

 


Back to School: Live Panel Discussion

Available Until August 19, 2022

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

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.

Continuing Education: 

1 ASPPA , 1 NAPA Relevant Topics, 1 NTSA

 


Layering on the Benefits for Public Schools…or Have it Your Way!

Availble 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!

Continuing Education:

1 ASPPA , 1 NAPA Relevant Topics , 1 NTSA