NTSA Summit 2020 | National Tax-Deferred Savings Association | 26 January 2020 | Gaylord Rockies Resort & Convention Center, 6700 N Gaylord Rockies Blvd. Aurora, CO 80019

The NTSA Summit is the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials. In 2013, NTSA combined the world class 403(b) Advisor Summit and 403(b) Compliance Summit into the ultimate Summit to enable you to create a conference experience that is as unique as your business.

General sessions and breakouts will provide coaching, motivation and innovative sales ideas as well as in-depth information on retirement issues relating to the not-for-profit and public markets, technical education and legislative updates. Attendees can learn from, and share and interact with recognized authorities and top experts in the financial services and retirement fields.

2020 Speakers

Brian H. Graff, Esq.
APM, Chief Executive Officer, American Retirement Association

Randal Lupi
Sales Force Associate, AXA Advisors

Alexander Solove
Sales Force Associate, AXA Advisors

Emily Oglesby
Advanced Markets Consultant, Voya Financial

Kathy J. Hamlin, QPA, QKA, TGPC
Consultant, Ascensus

Scott A. Hayes, CPFA, TGPC
President & CEO, ISC Group

Mark W. Heisler
Chief Executive Officer, ADMIN Partners LLC

Jack Towarnicky
Executive Director, Plan Sponsor Council of America (PSCA)

John Evans, Jr. Ed. D.
Head Strategist, Janus Henderson Investors

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

Robert J. Toth, Jr.
Law Office of Robert J. Toth, Jr.

Mark W. Heisler
Chief Executive Officer, ADMIN Partners LLC

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

Walter B. Keys
Vice President, Financial Advisor, CAPTRUST Financial Advisors

Robert Young
President, One2One Wealth Strategies, LLC, a PlanMember Financial Center

Daniel Miller
Partner, Conner & Winters, LLP

Ed Salyers, QPA
Accountant, Ed Salyers CPA

Jay Olshansky, Ph.D.
Co-Founder & Chief Science Officer, Lapetus Life Event Solutions

David Lewis
Executive Director, ASBO International

James R. Westrum
Plan Administrator, Wayzata Public Schools

David N. Levine
Principal, Groom Law Group Chartered

Brie P. Williams
Head of Practice Management, State Street Global Advisors

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

Lisa Kueng
Director of Creative Campaigns, Invesco

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

Daniel Miller
Partner, Conner & Winters, LLP

Ed Salyers, QPA
Accountant, Ed Salyers CPA

William Burckart
President & COO, The Investment Integration Project (TIIP)

Robert W. Dannhauser, CFA
Head of Global Private Wealth Management, CFA Institute

Guillaume Mascotto
American Century

Robert M. Kaplan, CPC, QPA
Director of Technical Education, American Retirement Association

Christopher M. DeGrassi
Chief of Retirement Education, American Retirement Association

2020 Sponsors

PLATINUM SPONSOR:
Security Benefit

GOLD SPONSOR:
Lincol Investment

SILVER SPONSOR:
IPX

STRATEGIC PARTNERS:
• ADMIN Partners
• AXA
• EFS Advisors
• Foresters
• FPS
• Global Atlantic Financial Group
• GWN Securities
• Kades-Margolis
• Life Insurance Companies of the Southwest
• Lincoln Investment Planning
• National Benefit Services
• National Life Group
• OFG Financial Services
• The OMNI Group
• OppenheimerFunds
• PenServ Plan Services
• PlanMember Services
• Security Benefit
• The Standard
• TSA Consulting Group
• U.S. Retirement Partners