|1:00 – 4:30 p.m.||Optional Pre-Conference Deep-Dives
|Legs and Regs
An in-depth look at all of the regulatory and legislative changes affecting 403(b), 457(b) and (f), 401(a) governmental/church plans as well as IRAs.
If any of these are actually issued by the end of this year, this session will cover them!
Susan D. Diehl, CPC, QPA, ERPA; President, PenServ Plan Services, Inc.
|A Fiduciary Does What? Advising on IRA Rollovers Under the DOL Fiduciary Rule
Do you ever recommend that a client rollover a retirement account to an IRA? If so you’re acting as fiduciary that is about to engage in a prohibited transaction. Sounds scary, right? This session is designed to help advisers navigate the IRA rollover conversation with clarity and confidence.
Chris DeGrassi, CPFA; Chief of Retirement Education, American Retirement Association
|4:45 – 5:30 p.m.||New Attendee Orientation
Meet your NTSA Leadership Council and NTSA Elite Advisors. Understand the NTSA Summit with its Steering Committee.
|5:30 – 6:30 p.m.||Welcome Reception
Join us for the official beginning of the conference with a Welcome Reception to kick off the 2018 NTSA Summit! Attendees can meet and mingle with other conference participants and event sponsors. Join your peers for an excellent opportunity to kick off the conference!
|7:00 – 8:00 a.m.||Continental Breakfast with Sponsors|
|8:00 – 9:05 a.m.||General Session 1: Opening Keynote Speaker – Failure Is Not An Option
Apollo 13 astronaut and motivational speaker Fred Haise discusses and defines teamwork as it applies to his audiences. This respected American icon displays how competence, perseverance, and leadership combine to assure ultimate victory under any circumstances. Whether you are facing a crisis situation or a regular day in the office, Haise's dynamic presentations explain the tools necessary to cope with a variety of situations, emphasizing the importance of control in communication and individual responsibility. For a man who began his career at the dawn of the technological age, success as a unit is intertwined with focused leadership, trust and values, motivation, and the ability to understand that there is no achievement without risk.
Fred Haise, Apollo 13 Astronaut and Recipient of the Presidential Medal of Freedom
|9:05 – 9:55 a.m.||General Session 2: From the Hill to Houston – A Washington Update
Join us for an in-depth discussion of pressing issues which are of great concern to retirement and other plans. Take this opportunity to become in-the-know on recent legal and regulatory developments and discover what may be lurking on the legislative horizon.
Brian H. Graff, Esq., APM; Chief Executive Officer, American Retirement Association
|9:55 – 10:45 a.m.||Networking Break with Sponsors|
|10:45 – 11:35 a.m.||General Session 3: HSA as Part of the Retirement Planning Process
HSA's combined with HDHPs are becoming one of the most common health arrangements being adopted by employers. They are increasingly being used not only to offset current health care costs but also as a retirement savings vehicle, in addition, HSAs need investment, education, and administrative help. Attendees will learn: What to tell clients about HSAs, Basics of HSA and HDHPs and how to utile this knowledge to create new business opportunities.
Greg Fowler, QPA, ERPA; Senior Vice President Retirement, National Benefit Services, LLC
|11:35 a.m. – 1:00 p.m.||NTSA Elite Advisors Award Luncheon|
|1:00 – 1:50 p.m.||CONCURRENT WORKSHOPS|
|Workshop 1: Technical Content TBD|
|Workshop 2: The 90 Day Dash
The 90-Day Dash™ program gives you a time-tested process to help you reach your business goals and secure qualified new relationships. It is designed to strategically eliminate the “noise” from client acquisition and highlight your unique brand and value. The program is easy to learn and implement using four simple steps. If you execute the program on schedule with creativity, you can expect 40 percent of your target prospects to convert to clients during the 90 day time frame.
|2:00 – 2:50 p.m.||CONCURRENT WORKSHOPS|
|Workshop 3: Technical Content TBD|
|Workshop 4: Social Security for Advisors
Andy Hardwick, Public Affairs Specialist, Social Security Administration, Dallas Region
|2:50 – 3:30 p.m.||Networking Break with Sponsors|
|3:30 – 4:20 p.m.||CONCURRENT WORKSHOPS|
|Workshop 5: Technical Content TBD|
|Workshop 6: Behavioral Finance|
|5:00 – 6:30 p.m.||Presidents Reception with Sponsors|
|7:00 – 8:00 a.m.||Continental Breakfast with Sponsors
|8:00 – 9:00 a.m.||General Session 4: NTSA Business Meeting
Come celebrate the achievements of NTSA! Adam W. Pearce, NTSA President, will provide a year in review. The Bob Schiller Lifetime Achievement Award will also be presented.
|9:00 – 9:50 a.m.||General Session 5: The Evolution of the 403(b) Market – State Advocacy Issues
Join us for an in-depth discussion with NTSA Executive Director Brent Neese regarding the evolving 403(b) marketplace including: open provider access, auto enroll, fee disclosure, Advisor standards of care, and State pension reform.
Brent P. Neese, Executive Director, NTSA
|9:50 – 10:40 a.m.||General Session 6: 2018 Economic & Market Outlook
Talley Léger is an equity strategist from OppenheimerFunds, Inc. and co-author of the revised second edition of the book From Bear to Bull with ETFs, a four-star Amazon Best Seller. He has been a guest columnist for the Big Picture and Data Watch on Bloomberg Briefs, as well as a contributing author to Seeking Alpha. Talley has been quoted widely in the Associated Press, Bloomberg, Business Week, Dow Jones Newswires, and the Wall Street Journal. He has appeared on Bloomberg TV, Business News Network TV, CNBC, and The Street, and has spoken on Bloomberg Radio.
Talley Léger, Equity Strategist, OppenheimerFunds, Inc.
|10:40 – 11:20 a.m.||Networking Break with Sponsors|
|11:20 a.m. – 12:10 p.m.||General Session 7: School District Perspective and Ideas for Collaboration
Access to school districts has become more restricted. This panel will discuss the issues and propose a solution for working together with the administration and the competition to educate public school employees on their 403(b) plans and help to bring the districts into IRS compliance.
Tamara Indianer, Regional Vice President, Lincoln Investment
|12:10 – 12:30 p.m.||Closing Remarks|
|12:30 p.m.||Conference Adjourns|