NTSA 30th Anniversary Summit 2019 | National Tax-Deferred Savings Association | 27 January 2019 | The Westin Tampa Waterside, 725 South Harbour Island Blvd. Tampa, FL 33602, USA

Make plans to stay through the end of the day on Tuesday, January 29 and have the opportunity to earn our new NTSA Certified Advisor Certificate at no additional cost! At the conclusion of the conference, NTSA will hold a bootcamp open to all advisors attending the conference. Take advantage of this live training opportunity that seeks to tackle the financial illiteracy epidemic and improve retirement security for our nation’s public educators. Advisors that complete the certificate program are eligible to present the NTSA Retirement Literacy Course in our nation’s schools and are listed on the NTSA registry of certified advisors.

2019 Speakers:

Lisa D. Stubbs
Education Market, Program Manager, Security Benefit

Tamara Indianer
CFP®, AIF®, Regional Vice President, New England, Lincoln Investment, 2019 NTSA Immediate Past President

Kent D. Schutte
TGPC, President/CEO, EFS – Educators Financial Services, Inc.

Danny Miller
JD, Conner & Winters, LLP

Lisa Greenwald
Executive Vice President,
Greenwald & Associates

Susan D. Diehl
QPA, CPC, ERPA, President, PenServ Plan Services, Inc.

Brent P. Neese
Executive Director, National Tax-Deferred Savings Association (NTSA)

Kristine J. Coffey
CPC, CPFA, CPE Associates, Ltd. Southwest and Midwest, 2019 NTSA President

Dr. John Evans
Executive Director, Janus Henderson LabsTM

William J. Fisher
PenServ Plan Services, Inc.

Adam W. Pearce
CFP®, Retirement Professionals

Paul Prete
AIF, Foresters Financial

Facilitator: Tamara Indianer
CFP®, AIF®,
Regional Vice President, New England, Lincoln Investment

Randy Aranowitz
Chair, NTSA 2019 Elite Advisor Award
Judging Committee, 2014 NTSA Elite Advisor,
Kades Margolis / GWN

Joshua R. Decker
CFP®, Vice Chair, NTSA 2019 Elite Advisor Award Judging Committee, 2017 NTSA Elite Advisor, EFS – Educator Financial Services

Eben Burr
Director of Sales and Marketing, Toews Corporation

David R. Blask
CPC, TGPC, Lincoln Investment

Brian H. Graff
Esq., APM, Executive Director/CEO,
American Retirement Association

Dana Blydenburgh
Director of Retirement Services, City of Lakeland, FL

Amy Heyel
CPFA, Retirement Plan Consultant, AndCo

Joseph C. Randazzo
JD, CFP®, Buckeye Deferred Comp, LLC and FNA Wealth Management, Ltd.

Ed Salyers
QPA, Accountant, Ed Salyers CPA

Amy Hubble
PhD, CFA, CFP®, Principal Investment Advisor, Radix Financial (participating virtually)

Tom Lakatos
VP, Branch Development, Lincoln Investment

Jeffrey Tomaneng
CFP®, AIF®, Lincoln Investment

Russ Kliman
Strategic Programs & Innovation, SEI

2019 Sponsors:

PREMIER:
• Security benefit

PRESIDENT:
• Lincoln investment

SUPPORTER:
• Advisors Insurance Brokers
• American Century
• Ameritas
• AXA
• Broadridge Matrix
• ENTERPRISE IRON
• Fiduciary Benchmarks
• Global Atlantic
• IPX
• Janus Henderson
• National Liife Group
• OppenheimerFunds
• Prudential
• RetireReady
• TheStandard