Inside NTSA
In Segment III of the 15th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor David Wolfe, CRES, of Educators Financial Services Advisors. They discuss volunteerism and what the NTSA means to Wolfe.
In Segment I, NTSA Past President Randy Aranowitz...
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Tee up NTSA leadership!
Score a “birdie” for NTSA. Celebrate NTSA’s innovative industry leadership. Nominate a valuable colleague for the NTSA 2021 Leadership Council At-Large Members. Not just a par. On the green with one or two nominations—into the cup with a winner nominee—or, even, a hole...
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The American Retirement Association and ASPPA will hold a joint annual business meeting on Monday, October 26, 2020, from 12:30 p.m. to 1:00 p.m. Eastern during ASPPA2020 – All Access.
The annual business meeting will include addresses by ARA President Kyla Keck, CPC, QPA, QKA, and ASPPA...
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Nominate your NTSA colleagues—or yourself—to serve your valuable, growing, innovative industry organization, NTSA.
ADVOCATE. NETWORK. GROW.
Create Endeavors. Deliver Success. Support Members.
NTSA welcomes up to four new NTSA Leadership Council At-Large Members for 2021. Know anybody...
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New for 2021! We’re recognizing fruitful, innovative pandemic business responses by financial advisors.
Continuing for 2021! Past Elite Advisors, whose award is more than five (5) years ago, and who continue to be innovative, unique and profound in their leadership, practice management,...
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In Segment I of the 14th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Adam Pearce, CFP®, CRES CERTIFIED FINANCIAL PLANNER™, who is a 2016 Elite Advisor and NTSA Past President. Pearce is part of Lincoln Investment’s Phoenix AZ office and provides an overview of his...
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In a June 10 NTSA Webcast, “A Tech-Driven Approach to Advice,” Tom Lakatos, VP—Branch Development, Lincoln Investment, discussed how to integrate technology into a practice in such a way that increasing efficiency does not come at the expense of effectiveness.
Setting the Table
“There’s a...
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NOW ... before time runs out ... Nominations are open for the 2021 Richard Ford Volunteer Service Award. You can find out more here.
This prestigious award recognizes NTSA Volunteers who also give back to their communities through service. Terms and Conditions are here.
Consider all the...
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In Segment I of the 13th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Kathy Cawley, President of the Voyager Group, Ltd. They discuss Cawley’s background and she provides an overview of her business.
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The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer since the start of the NTSA; it honors and promotes NTSA members’ volunteer and service work. In Part III of a special, three-part...
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Attn: NTSA Volunteers
Thanks for your amazing volunteerism that propels NTSA, its missions, its members and their clients forward. Without you we could hardly achieve all the amazing works.
Likewise, we are grateful for your volunteerism in your local communities. We understand that about...
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The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer since the start of the NTSA; it honors and promotes NTSA members’ volunteer and service work. In Part II of a special, three-part...
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Know an NTSA Volunteer who scores with special community service during the COVID pandemic?
Nominate them for the prestigious NTSA Ford Volunteer Service Award.
It's easy for you! And it means a lot for our outstanding, dedicated members.
Just provide:
their contact info, and...
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The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer since the NTSA's establishment ; it honors and promotes NTSA members’ volunteer and service work. In Part I of a special, three-part...
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Know an NTSA member who’s a great community volunteer and a valuable NTSA volunteer?
We know that about 75% of NTSA members are involved in community and governmental service!
Nominate an NTSA member today for the prestigious Richard Ford Volunteer Service Award.
It’s easy. Just give us...
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The ARA, in a May 18 joint letter with the Investment Company Institute (ICI) to William Evans, Attorney-Advisor at Treasury’s Office of Benefits Tax Counsel, has reiterated several points discussed during a March 24 teleconference concerning in-kind distribution of custodial accounts upon...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In a special, two-part WOWcast series that starts on May 7—Cyber Selling and Servicing—a panel of exceptional individuals share their expertise and...
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The NTSA is offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership...
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