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Professional Development

Wowcasts, a series of enlightening discussions with members from both NTSA and ARA, offering an insider's perspective on the intricacies of practice management, are back. You can access Wowcast 2.0, as well as the rich repository of knowledge contained in the approximately 50 episodes of Wowcast 1... READ MORE
Greetings fellow NTSA members, and Happy New Year! I wanted to send this note to welcome everyone to 2024 and get started on our new initiatives for this calendar year. I am Toni Whaley, your NTSA President for 2024. It is my privilege and pleasure to serve and continue to move the needle forward... READ MORE
As we transition from 2023 to 2024, it is easy to look ahead and plan and prepare for the future, especially with things like an amazing NTSA Summit in sunny San Diego in February, as well as navigating the implementation of SECURE 2.0, more retirement legislation on the horizon, the ins and outs... READ MORE
November was a very quiet month. It started with a family vacation and ended with a wonderful week of thanksgiving. I am personally thankful for all of you who do so much for the educators across this great nation. Thank you for putting in the time and effort to ensure that educators have the best... READ MORE
How does one perform the high-wire act of balancing professional boundaries with clients while still managing a business? That was one of the matters addressed during a session of the 2023 TPA Growth Summit inside the 2023 ASPPA Annual Conference, writes Joey Santos-Jones in MarketBeat.    READ MORE
Registration is open for the 2024 NTSA Summit! The conference—Feb. 25-27 in San Diego, CA—is the only industry event designed for 403(b) and 457(b) professionals. But that’s not all! It will include: Tailored general sessions, workshops, and up to 12 continuing education (CE) credits A... READ MORE
The NTSA 2024 Elite Advisor Awards nominations are open—but for just one day more! Nominate NTSA Financial Advisors with these attributes: best of the best innovative, unique, profound, successful educated, experienced, community-minded professionals specific, outstanding, unique... READ MORE
What topics do you want to learn about at the NTSA Summit?   Don’t miss your chance to help us shape the agenda for the 2024 NTSA Summit—Feb. 25-27 in San Diego! What industry developments, trends, opportunities, and challenges do you want to learn about or share? Use our interactive online voting... READ MORE
As most of the state legislative sessions have adjourned, the amount of bills the NTSA reviews daily has decreased. This has given us an opportunity to reenergize projects that were put on the back burner during the intense legislative calendar.  But First: Illinois Success! We have wonderful... READ MORE
The answer to the RFP (request for proposal) challenge is clear: “Step Up! Make it Happen! You Can’t Not …” no matter what your function, if you are a true, growing professional in this grand, meaningful retirement industry. Five diverse, experienced professionals at the NTSA 2023 Summit shared... READ MORE
Jeff Acheson, the high-profile advisor, teacher, coach, mentor, thought leader, industry pundit, etc., with Advanced Strategies Group in a Feb. 28 session of  the NTSA 2023 Summit delivered an inspirational and, at times, intense presentation on the Japanese concept of Ikigai, or one’s “reason for... READ MORE
“We spend so much time chasing the next ‘yes,’ but we’re communicators at our core,” Phil Kim told the TPA and advisor attendees at the 2023 National Tax-Deferred Savings Association (NTSA) Summit in Tampa on in a Feb. 27 session. “Wouldn’t it be great if we focused on communicating better?”  ... READ MORE
The NTSA Elite Advisor Awards are in the 10th year celebrating the “best of the best” of NTSA member financial advisors. These lifetime achievement awards honor the “best of the best” financial advisors in the NTSA universe. The focus is on those who excel, advocate proactively, lead in profound... READ MORE
The 2023 NTSA Summit — Feb. 26-28, 2023, at the Grand Hyatt Tampa, in Tampa Bay, Florida — is the only industry event designed for 403(b) and 457(b) professionals. But it gets better!   You can expect tailored general sessions and workshops based on advisor feedback we received from the agenda... READ MORE
NTSA congratulates NTSA 2020 Elite Advisor David Wolfe, CRES, for his outstanding, unique accomplishments. Wolfe practices through NTSA Strategic Partner EFS Advisors, Cedar Rapids, MN.  For over 29 years, David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area. He... READ MORE
Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet? Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the... READ MORE
Help us create an agenda for the 2023 NTSA Summit! Using our interactive online voting tool, https://www.allourideas.org/2023ntsa you can send us your ideas for session topics or vote for suggestions already submitted. Here’s how it works: The voting tool will present two session ideas for you... READ MORE
If you’re serious about supporting plans and workers in the non-profit sector you can’t afford to miss out on the inaugural NAPA/NTSA ERISA 403(b) Advisor Conference. This unique conference is the only industry event designed specifically for expert advisors in the ERISA 403(b) space. Topics... READ MORE
The Certified Retirement Education Specialist (CRES) is a certification through the NTSA that is gaining acceptance at a rapid pace. The three-hour certificate course is designed to promote education of employee’s retirement planning options and improve participation in 403(b)s.  School districts... READ MORE
Tamara L. Indianer, CFP®, AIF®, CRES, Lincoln Investment, represents the best of NTSA, which her father, Paul Indianer began 33 years ago! Both are pillars of their communities and of NTSA. Tamara provides some insight on her service: “Our adopted son was diagnosed with neurofibromatosis (NF). The... READ MORE

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