The NTSA 403(b) Masters Summit is where the best in the business make a difference, and is the only meeting for professionals in the 403(b) and 457 marketplaces.
This year, the 2017 Masters Summit helps you make the most of the “new frontier” with four unique, progressive modules:
NEW FRONTIER! Fiduciary NOW! Why Not?
The new DOL Fiduciary regulations, despite the complexity of their applications, guide the highest level of ethical behavior for all parties in retirement plan communications and activities. High-level effects of the regulations on TPA, Broker-Dealer and Advisor practices are led by a team of experts. Highlights include opportunities and strategies to reinvent practices and processes for the better, along with why parts of your business are subject to fiduciary standards, while others are not.
NEW FRONTIER! Deconstructing Digital…the WHY
Master in her own right, Sheri Fits leads a class with labs! In today’s online world, a robust marketing effort must embrace all facets of the digital conversation. This means you need a firm understanding of the inter-workings and best practices for all the elements and how the pieces fit together for success. Feeling a bit like a digital dummy? Don’t worry! In this module, you learn how to effectively and efficiently promote, attract and engage with your clients in the digital space.
NEW FRONTIER! Going Forward Investment Strategies
Both secular and cyclical market cycles are a natural phenomenon that rhyme rather than repeat in exact detail. The challenge is that financial markets are not efficient over the short- to intermediate- time frames. Crowds are often wrong at market extremes, which makes for an interesting dialogue on the markets. This module will be led by Masters Summit favorite Sashi Mehratra.
NEW FRONTIER! Working with Decision Makers
What’s the successful process for meeting decision makers and helping districts maximize their existing retirement benefits? There are many ways to organize and work with the myriad of different decision makers in this industry. Hear from real, in-the-field advisers administrators who have experience working together to provide a much needed benefit to their employees.
The modules are designed to provide attendees with a dynamic learning experience and engaging conversations about the critical challenges facing the industry. Each module will include a plenary session along with three diverse Response Sessions for the specific interests of various attendees: Advisors, TPAs, JDs, CPAs, Institutions and Strategic Partners.
Why is the 2017 403(b) Masters Summit So Important?
In the current environment, today’s professionals serving the 403(b) and 457 marketplaces are facing an increasing number of challenges. Recognizing the difficulties today’s industry professionals are facing, the 2017 NTSA 403(b) Masters Summit uses these challenges to create opportunities for attendees to lead their clients and practices to new frontiers.
Benefits of Attending
By attending the 2017 403(b) Masters Summit, attendees have the opportunity to:
- Hear directly from insiders on industry trends that will shape the future of your business
- Attend Social Media Class & Interactive Labs
- Attend moderated and one-on-one conversations with industry leaders
- Earn Continuing Education and more CEU credits
- Unwind with your peers in tranquil, unique, fun Carefree, Arizona