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Bloomberg Industry Group
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My Benefits, LLC
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Pension Investors Corp of Orlando Inc
(Telecommute / Altamonte Springs FL)

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(Delray Beach FL)

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View More National Tax-Deferred Savings Association [NTSA] Webcasts and Conferences

Certified Retirement Education Specialist (CRES): Attracting New Clients in The Midst of a Pandemic

National Tax-Deferred Savings Association [NTSA]

June 17, 2020
Recorded Online

Do you need a proven turnkey system to attract new clients?  How about better access to your school districts? You are in the right place.  

Join us and learn how to work with your school business officials to implement a financial literacy program, gain better access to your school districts and create business opportunities to attract new clients.

And if you are already CRES certified, learn about the new tools in our toolkit, like a second presentation and a professionally done commercial to be sent to Decision Makers.

Learning Objectives:

  • Educate K-12 Employees on Financial Literacy topics
  • Deliver financial literacy education which can help create business opportunities and attract new clients
  • Gain better access to your school districts in order to increase 403(b) participation


  • Tamara Indianer, CRES, Regional Vice President, Lincoln Investment
  • Adam Pearce, CRES, Lincoln Investment

More Information, How to Register

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