NTSA members receive complimentary registration for NTSA webcasts.
This webcast will now include an important update on what’s changed, what’s clarified, and what plans must do now to prepare. The IRS has finalized regulations on catch-up contributions, and plans must comply effective January 1, 2026. With growing concerns over future tax rates and evolving retirement needs, more educators are considering the long-term benefits of Roth conversions. This timely webcast will equip financial advisors working with schoolteachers to evaluate when and how converting traditional IRAs or 401(k)s to Roth accounts can make the most sense. We’ll explore tax considerations, strategic timing, and planning techniques to help clients maximize retirement income through tax-free growth. Don’t miss this opportunity to sharpen your guidance and support your clients’ financial futures.
About the Speakers
John Bannan, CRES, Bannan Financial Group
Dedicating more than 35 years to a career in financial services, John shares his vast knowledge and experience in the industry. John does this through the education he provides his clients while building their investment strategies and helping them plan for various goals like, retirement and college for their children. Having held various positions and roles with financial services firms, it was not until he began working with advisors and their clients that John found his passion in the industry was helping people. Whether working with clients on saving for retirement, funding higher education or protection planning, John’s approach is simple; help people create a balance between today and retirement. Professional Background John began his career in 1982 working on the trading desk of a large institutional securities clearing firm. After spending many years learning the various aspects of financial services, John ultimately found himself at MetLife. While there, he worked with the top 10% of a sales force of more than 13,000, assisting them in developing strategies for their clients. In 2008, John joined an independent registered investment advisory firm where he began building his wealth management practice as a financial advisor. He was introduced to the 403(b) market in 2014, quickly recognizing that he could help those people who work in and serve the communities around him. Today, the public school retirement planning market remains his forte as he continues to build his practice with Bannan Financial Group. John was born and raised in Northern New Jersey where he still lives today with his 5 children. He graduated from Dominican College with a Bachelor of Science Degree in Business Management. John is an avid runner and has competed in and completed 10 marathons. He has actively volunteered his time in his community and church.
Kelsey Mayo, Chief of Retirement Policy & Regulatory Affairs, American Retirement Association
Kelsey Mayo is ARA's Chief of Retirement Policy & Regulatory Affairs. Prior to joining ARA, she was an ERISA attorney routinely representing clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation, including many plan sponsors and service providers. Kelsey is passionate about the retirement industry and enjoys helping professionals decipher the most complex areas of this field.
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.