NTSA Summit 2023 | National Tax-Deferred Savings Association | 26 February 2023 | Grand Hyatt Tampa Bay, 2900 Bayport Dr, Tampa, FL 33607, USA

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. Sessions and workshops provide coaching, motivation, and innovative sales ideas, as well as in-depth information on retirement issues relating to the nonprofit and public markets, technical education, and legislative updates. Attendees can learn, share, and interact with top experts in the financial services and retirement fields.

General sessions and breakouts will provide coaching, motivative 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.

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.

Attendees can learn, share, and interact with recognized authorities and top experts in the financial services and retirement industry.

2023 Speakers

Nathan Glassey
Executive Director, NTSA

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

Andy Remo
Director of Federal & State Legislative Affairs in Government Affairs

Brad Hope, AIF, PPC
Managing Partner, US Omni & TSACG Compliance Services

Tamara Indianer, CRES, AIF, CFP
Regional Vice President, Northeast, Lincoln Investment

David Lewis
Executive Director, ASBO International

Landon Warmund, CRES, CFP®, CSLP
Reliant Financial Services

Jody Detillier, CPFA, TGPC, CRES, ChFC, RICP, CLTC, LUTCF
CEO and Financial Advisor, Detillier Financial Advisors LLC

Jim Kelleher, CPFA, ERPA
Chief Operating Officer, Carruth Compliance Consulting, Inc.

Danny Miller
Attorney, Conner & Winters Employee Benefits Practice Group

Teresa Ward, CRPC
Senior Director, Retirement Programs, Invesco

Chuck Adam
Founding Partner & Managing Director, Meritage Wealth Insurance Advisors

Tom Granger, CPC, CPFA, CRES, CLU, REBC
Second Vice President, Sales Director, Security Benefit

Landon Warmund, CRES, CFP, CSLP
Financial Planner, Reliant Financial Services

Sue Diehl, QKA, CPC, ERPA, TGPC, BCF
President, PenServ Plan Services, Inc.

Edie Russo
Consultant, Equitable

Toni Whaley
Financial Planner, Paladin Advisor Group/PlanMember Securities

General Sharon Dunbar
Vice President of Cross-Company Business Initiatives, General Dynamics Missions Systems

Phil Kim, CFP, CRES, ChFC, CLU, RICP
Managing Director Signature Wealth Concepts

Jennifer Brittingham
Senior Vice President, Retail Services, PlanMember Securities Corporation

Daren Holverson, TGPC, CRES
Senior Director of Non-ERISA Operations, National Benefit Services LLC

Lee Kroening, CRES, CFP, AIF
Managing PartnerThe Legend Group

Robert Ard
Executive Director, National Markets, TSA Consulting Group, Inc.

Mark Heisler
CEO, ADMIN Partners LLC

Kent Schutte, TGPC, CRES
President and CEO, EFS Advisors

Don Wiley
National Director, Security Benefit

Erik Jenkins
LCSW, Clinical Social Work/Therapist

John Laurito, CFP, ChFC, CRPC
CEO, Laurito Group

Jennifer Prosise, MBA, CFP, CRES
Financial Advisor, Lincoln Investment

Jose Alfaro
Manager/Supervisor Consulting Services, PenServ Plan Services, Inc.

Kaitlin James
TGPC, Lincoln Investment

Virginia Harriett, CRES, CFP, AIF
Senior Financial PlannerHarriett Financial Group

Scott K. Leak, CFP
Senior Consultant and Director, Business Development, FP Transitions

Chris Wise, CFP, CRES
Principal, Wise Capital Partners

Ed Saylers, CPA, QPA, ERPA
Owner, Ed Salyers CPA

Jeff Acheson, CPFA, NQPA, CPWA, CFP, CPFATM, AIF, CEPA
Certified Private Wealth Advisor, Advanced Strategies Group

Tom Lakatos
Senior Vice President, Lincoln Investment

2023 Sponsors

PLATINUM SPONSOR:
• Security Benefit

GOLD SPONSORS:
• Enterprise Iron
• Lincoln Investment
• Morgan Stanley Investment Management