Professional Development
Registration is now open for the 2021 NTSA Virtual Summit!
Our premiere event is the nation’s only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. The 2021 NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients...
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In Segment III of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Shane Michael Robinson. They discuss volunteerism and the North Carolina state 403(b).
In Segment II of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy...
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In Segment I of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Michael Goldberg, Senior Vice President of The Equitable. They discuss Goldberg’s background.
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Hello again NTSA members, partners and sponsors. We’re just three weeks away from our Winter Virtual Event—and with a new administration in place, and a new (and largely unanticipated) shift in Congress, this is the perfect time for this crucial update on retirement policy and what we might expect...
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In Segment I of the 22nd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 NTSA Past President Tamara Indianer. They discuss her background, running a regional office and her personal practice.
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In Segment III of the 21st Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2003 NTSA Past President Mike Pollakowski, founder of Reliant Financial Services. They discuss what the NTSA means to him and how it has helped his career.
In Segment II, NTSA Past President...
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NTSA’s Winter Virtual —a complimentary event for NTSA members, Feb. 23–24, 2021—will provide a snapshot of the most pressing issues of the day, to belay your need for critical information until the NTSA Summit in June.
Topics will include:
the state of the retirement industry;
the post-...
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In Segment I of the 21st Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2003 NTSA Past President Mike Pollakowski, founder of Reliant Financial Services. They discuss Pollakowski’s background and business model.
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On Oct. 27, 28 and 29, the Certified Retirement Education Specialist (CRES) Committee held an inaugural series of roundtables on the different challenges arising for the K-12 403(b) marketplace and school community. They examined how successful advisors get their brands out there while access to...
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In Segment II of the 20th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Lyle Uyeda, a financial advisor and Vice President of Chinen and Arinaga Financial Group, Inc. They discuss Uyeda’s business model.
In Segment I, NTSA Past President Randy...
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In Segment I of the 20th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Lyle Uyeda, a financial advisor and Vice President of Chinen and Arinaga Financial Group, Inc. They discuss how he started in the industry and his business backgound.
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Your sales advisors are about to head out to do business. What would you tell them? Following are some responses from heads of practices and experienced advisors regarding their words of wisdom to those in the field.
Knowledge
They emphasized the importance of knowledge. “Be an expert in...
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Since COVID-19 lockdowns began about six months ago, interacting with customers has become more interesting than ever. In MarketBeat, Edward Dressel, President of RetireReady Solutions, writes that he has been listening intently, wanting to know what has helped some advisors continue to succeed in...
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In Segment I of the 19th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor Martin Arinaga, Senior Vice President of Chinen and Arinaga Financial Group, Inc. They discuss his business background and practice.
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Our office has implemented a stay-at-home work environment like most others. As soon as we realized that was the way we would need to be working, we ensured that all reps and staff had what they needed to be fully functional from home—home computers updated with the latest security measures and...
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In Segment III of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her road to community service and fundraising.
In Segment II, NTSA Past...
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In Segment I of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her business background and she provides an overview regarding her firm.
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In Segment III of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. Avallone discusses community involvement.
In Segment I of the 17th Series of the NTSA...
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A one-of-a-kind credential and a comprehensive reference book—both available only through the NTSA—have been updated for 2020.
Tax-Exempt and Governmental Plan Consultant (TGPC) Credential
The NTSA Tax-Exempt and Governmental Plan Consultant (TGPC) credential is the only one of its kind in the...
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Workforce agility is vital to the future success of organizations, but agility gaps are widespread, according to the results of a new survey focused on how companies are rethinking their human capital strategies in response to the COVID-19 pandemic.
Globally, 84% of survey respondents view...
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