Meeting Details

Schedule/Additional Infoexpand_more
NTSA Webcast: NTSA Retirement Education Program-OD
1.00 ASPPA
February 7, 2019 To February 7, 2020
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speakers:  Tamara Indianer, CFP®, AIF®, Regional Vice President, New England, Lincoln Investment Planning; William J. Fisher, Director of Business Development, PenServ Plan Services; Paul R. Prete, AIF, Director of Retirement Plans, Foresters Financial Services; and Adam W. Pearce, CFP®, Retirement Professional, Lincoln Investment Planning


Experience Level for Attendees:  Intermediate


Target Audience:  TPAs, administrators, advisors


Keywords:  Retirement planning, 403(b), Certified Retirement Education Specialist


IRS Program Number:  CZTXU-Q-00990-18-O


Description:  NTSA is launching a national initiative to improve retirement literacy for public educators, aimed at advancing retirement security and 403(b) participation rates in America’s schools. Come be one of the first to learn about this exciting new program that includes:  plan sponsor education resources, advisor solutions for overcoming school access, an advisor certification and registration program, and classroom retirement educational resources.  Our panel, led by NTSA Immediate Past President Tamara Indianer, will preview the program in its entirety and present case studies on how this initiative is making a difference where it matters most.

Recorded webcasts are available for one year after their live air date.

  • List Price: $99.00
  • Member Price: $59.00
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