TPA Benchmark

Growing Sales in the Second Half of 2022

Retirement Plan Advisors and TPAs

June 9, 2022 – 11:00am – 12:15pm (EDT)

1.5 hours of ASPPA CE Credit will be awarded via / self-reporting for all other CE credits

On behalf of our event partner, CUNA Mutual and our national network of retirement plan TPAs and recordkeepers at, we would like to invite you to attend a special advisor and TPA online event, Thursday, June 9th at 11am EST for a special session on growing sales in the second half of 2022.  

Robert J. Scherzer, AIF, Pensionmark Financial Group LLC, Managing Director will join us to discuss Top Advisor Perspectives on Market Opportunities for TPAs and Advisors in the Second Half of 2022.

Kelsey Mayo, Partner, Poyner Spruill will join us to discuss State Mandated Retirement Plans as a Driver of New Sales Growth in 2022.

Dina Hamad, President, Retirement Plan Solutions and Stacey Scott, Director, CUNA Mutual Group will join us to discuss Prospecting for Success in the 403(b) Marketplace.

In addition to outstanding content, this very special webinar will be used to benefit a charitable cause that supports needy children in the inner city.  We will provide an opportunity to donate a backpack of supplies, for those who would like to do so, to make a difference in the life of a child.

Please email to register for this complimentary online event.



Learn more by clicking here to download flyer

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