Steven Sullivan
By Steven Sullivan 8/10/2015
The mark of a true professional is the determination to take your practice to the next level. One surefire step toward that goal is membership in NTSA and attendance at its annual NTSA 403(b) Summit. PlanMember Services has been a strategic industry partner of NTSA since 1997, and as part of our...
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By Steven Sullivan 6/25/2014
Relying on the traditional methods for determining a client’s tolerance for risk can be risky in itself, according to Michael Kitces, speaking at the 2014 NTSA 403(b) Summit in Washington, D.C., on June 24. Kitces is a partner and director of research at the Pinnacle Advisory Group. Putting a...
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By Steven Sullivan 6/23/2014
Find your passion, advised Kent Schutte, president of EFS Advisors, and build your business around it. Schutte’s breakout session, “Becoming the Go-To Advisor,” was a Day 2 highlight of the 2014 NTSA 403(b) Summit in Washington. “Our company’s passion is educators,” said Schutte. “They’re...
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By Steven Sullivan 6/23/2014
Kristi Cook, co-author of the 403(b) bible, The Source, launched her leadoff workshop session at this year’s NTSA 403(b) Summit June 22 with an anecdote: Her husband, a college professor, asked her if she thought maybe he could retire and what they might need in retirement. So Cook became the...
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