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Start the year off right with an exclusive NTSA webcast designed to prepare you for 2025 and beyond. Join NTSA Executive Director, Nate Glassey, as he outlines the legislative priorities, emerging industry trends, and key opportunities and challenges facing the 403(b) market in the year ahead. Following Nate’s insights, 2025 NTSA President, Brent Neese, will share how NTSA will support you throughout the year with education, resources, and updates to keep you informed and equipped for success. Don’t miss this opportunity to gain valuable foresight into the year ahead and learn how NTSA will continue to be your partner in navigating the evolving retirement landscape.
About the Speakers
Nathan Glassey serves as the Executive Director for the National Tax-deferred Savings Association (NTSA). Glassey joined the NTSA after nearly two decades of experience in the non-profit sector at National Benefit Services, LLC, most recently as Vice President, Non-ERISA Retirement Services. He currently serves on the NTSA Leadership Council. “Nate’s extensive experience and his previous contributions as a member of NTSA’s Leadership Council will allow him to hit the ground running,” noted Brian H. Graff, Esq., APM, ARA Chief Executive Officer. “The past two years have been extraordinarily challenging for workers and employers in the non-profit sector, and we look forward to Nate’s leadership in the months ahead.” “I’ve dedicated my career to the support and enhancement of retirement security for non-ERISA plans, and have been a passionate member and volunteer of NTSA for many years,” said Glassey. “I am committed to the mission of the organization, excited about the future, and honored to have an opportunity to serve in a leadership role here.”
2024 NTSA President and 2024 Marquis Who's Who Honoree, Toni E. Whaley is Co-Founder and CEO of Paladin Advisor Group, A PlanMember Financial Center. She has been a financial planner for over 20 years. Together with her husband Mike, she has grown Paladin Advisor Group to nine associate financial professionals, servicing several counties in the greater Baltimore and Washington DC area. Paladin services over 3,500 clients and manages over $290 million in client assets. Toni currently holds series 6, 65, 63 and life and health licenses; and a CRES – Certified Retired Education Specialist designation. As a financial professional, Toni focuses on helping those who make it their mission to serve others. Her clients include education professionals and their spouses, Federal employees, and employees of for-profit and non-profit organizations as well as Small Business. Helping people discover who they are, who they want to become and plan for their future is a major focus for Toni. Toni belongs to the Howard County Chamber of Commerce, the National Association of Professional Women, the Financial Services Institute, and the Howard County Estate Planning Council. Paladin Advisor Group is listed as an A+ accredited company with the Better Business Bureau. Toni is a topical speaker on subjects such as personal financial fitness, understanding how money works in our economy and personal responsibility. Toni is well-versed in pension and benefit features, retirement income planning, and senior benefits topics such as Medicare and Social Security.
Brent Neese leads PlanMember Retirement Services focusing on institutional sales efforts. Before joining PlanMember, Brent served as Executive Director of the National Tax-Deferred Savings Association (NTSA), the only non-profit association serving the needs of 403(b) and 457(b) plan retirement practitioners. Before that he was Senior Vice President of Government Markets for Empower Retirement where he was responsible for more than 350 associates across the United States serving nearly 2.6 million clients. Brent also spent twelve years with AIG VALIC as a financial advisor and regional manager, served the National Association of Governmental Defined Contribution Administrators (NAGDCA) Industry committee, and was an associate member of the National Association of State Retirement Administrators. He has served on the boards of directors for several broker-dealers, third party administrators, mutual fund, and insurance companies. Brent Neese holds his Bachelor of Science in Business Administration from Jacksonville University in Florida.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.