NTSA Summit 2022 | National Tax-Deferred Savings Association | 6 February 2022 | Renaissance Phoenix Downtown, 100 N 1st St. Phoenix, AZ 85004
Venue
Renaissance Phoenix Downtown
Renaissance Phoenix Downtown, 100 N 1st St. Phoenix, AZ 85004
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| Event Date | Sun Feb 6 EST - Tue Feb 8 EST (almost 3 years ago) |
| Location |
Renaissance Phoenix Downtown
100 N 1st St. Phoenix, AZ 85004 |
| Region | Americas |
Details
This 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.
Speakers
2022 Speakers
Brian H. Graff, Esq., APM
Chief Executive Officer, American Retirement Association
Mark Luckinbill
Executive Director, NTSA
Kendra Bragg, QKC, QKA
Senior Relationship Manager, Newport Retirement Services
Chris Janeway
PlanMember
Brent P. Neese, CRES
Senior Vice President, Retirement Services, PlanMember Services
Jeff Campbell, CFP®, AIF®, CRES
Lincoln Investment
Susan D. Diehl, QPA, CPC, ERPA, BCF™
President, PenServ Plan Services, Inc.
Jennifer Prosise, MBA, CFP®, CRES
The Voyager Group ltd., Lincoln Investment
Christopher Wise, CFP®, CRES
Principal, Wise Capital Partners
Jim Kelleher, ERPA
Carruth Compliance Consulting
Nathan Glassey, TGPA
QKA National Benefit Services
Nevin Adams, Esq.
Chief Content Officer, American Retirement Association
Kent M. Schutte, CFP®, ChFC, CLU, TGPC, CRES, NTSA
2018 Elite Advisor, President/CEO, EFS Advisors
Lisa M. Tursi, AIF®, CRES, NTSA
2021 Elite Advisor, Lincoln Investment
Landon Warmund, CFP®
Reliant Financial
Sandy Warmund
Reliant Financial
Nancy Billings, CPFA, TGPC
Vice President of Compliance, Tax Deferred Solutions
Robert Young, CRES, NTSA
2019 Elite Advisor, President, One2One Wealth Strategies, PlanMember
Ed Salyers, QPA
Danny Miller
Attorney, Conner & Winters Employee Benefits Practice Group
John Adzema, QPA, QKC, QKA, TGPC
President, National Associates, Inc
Teresa M. Ward, CPRC ®
Senior Director, Retirement Programs, Invesco
Tamara Indianer, CRES, AIF®, CFP®
Regional Vice President, Northeast, Lincoln Investment
Philip Kim, CRES
Divisional Vice President, Signature Wealth Concepts
Jennifer Koenig
Wealth Manager, Investment Adviser Representative, Cetera Investors
Mahes Prasad
Private Wealth Advisor Managing Director, US Bank/em>
David N. Levine
Principal, Groom Law Group, Chartered
Jordan Lawrence, CFA, CAIA
Vice President, Senior ETF Strategist, State Street Global Advisors
John Laurito CFP, ChFC, CRPC
Author of Tomorrow’s Leader—How the best leaders become better in a fast-changing world
Bonnie Treichel, JD
Chief Solutions Officer, Endeavor Retirement
Sponsors & Partners
2022 Sponsors
PLATINUM SPONSOR:
• Security Benefit
GOLD SPONSORS:
• Lincoln Investment
• Nationwide
SILVER SPONSOR:
• Transamerica