NTSA Summit 2024 | National Tax-Deferred Savings Association | 25 February 2024 | Sheraton San Diego Hotel & Marina, 1380 Harbor Island Dr, San Diego, CA 92101, USA
Venue
Sheraton San Diego Hotel & Marina
Sheraton San Diego Hotel & Marina, 1380 Harbor Island Dr, San Diego, CA 92101, USA
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| Event Date |
Sun Feb 25 PST - Tue Feb 27 PST (10 months ago)
In your timezone (EST): Sun Feb 25 3:00am - Tue Feb 27 3:00am |
| Location |
Sheraton San Diego Hotel & Marina
1380 Harbor Island Dr, San Diego, CA 92101, USA |
| 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. 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.
Speakers
2024 Speakers
MODERATOR:
Maggie Younis
National Director, Consultant Relations, Retirement Plan Services, Lincoln Financial Group
SPEAKERS:
Will Hansen
Chief Government Affairs Officer, American Retirement Association; Executive Director, PSCA
Nathan Glassey
Executive Director, NTSA
Kelsey Mayo
Director of Regulatory Affairs, American Retirement Association
Sue Diehl
President, PenServ Plan Services, Inc.
Ed Salyers
QPA, Ed Salyers CPA
Jose R. Alfaro
Manager/Supervisor Consulting Services, PenServ Plan Services, Inc.
Jody Detillier
Detillier Financial Advisors LLC
Shashi Mehrotra
Senior Vice President and Chief Investment Strategist, Lincoln Investment
Sam Richter
Speaker, Founder and CEO of SBR Worldwide/Know More and author of the bestselling book, “Take the Cold Out of Cold Calling”
Nathan Glassey
Executive Director, NTSA
Mark W. Heisler
Chief Executive Officer, ADMIN Partners LLC
Jim Kelleher, CPFA®, Carruth Compliance Consulting, Inc.
Jennifer Prosise
CRES®, Financial Advisor, The Voyager Group, Inc.
Teresa Ward
Vice President Marketing, Invesco
Brad Hope
Managing Partner, OMNI & TSACG Compliance Services
Tom Granger
Second Vice President, Qualified Plans, Security Benefit
Don Wiley, CRES
Vice President; National Director of Affinity Relationships, Security Benefit
Nathan Glassey
Executive Director, NTSA
Fred Makonnen
Chief Sales Officer, Head of Group Retirement Sales & Distribution, Equitable
James Rowan
Executive Director, ASBO International
Sponsors & Partners
2024 Sponsors
PLATINUM SPONSOR:
• Security Benefit
GOLD SPONSOR:
• Lincoln Investment
SILVER SPONSOR:
• National Life Group