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TPA Events

Please join us to learn more

If you are a TPA owner and interested in learning more about ways we can help you, we invite you to join our next TPA Owners Sales and Marketing Forum.  Save the date information is included below – and we invite you to register below.

Upcoming Events

At, we are focused on helping our members GROW and better manage their practices, by providing multiple opportunities each month, to learn and grow from industry experts and one another.  From monthly sales and marketing forums, to owner-only practice management round-tables, to legislatives updates, from industry employee benefits specialists – you’ll join a community that is focused on GROWTH and COMMUNITY. 

Partnering and Prospecting in 2021: Charting the Path Forward Courtesy of Lincoln Financial

Join us for a Special TPA Online Event Wednesday, May 26, 2021 – 1pm – 2:15pm (EDT) 1.5 hours of ASPPA CE Credit Space is …

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Growing Retirement Plan Sales In 2021

Retirement Plan Advisors To Benefit Charity of Cru Inner City Thursday, April 8, 2021 – 11:00am – 12:15pm (EDT) 1.5 hours of Fi360 CE Credit …

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Please mark your calendars for our upcoming TPA owner sales and marketing forums!  All TPA owners are invited to join us – this is an open forum, and a great way for you to learn more about!

Wednesday, May 26th 11am EST: Partnering and Prospecting in 2021: Charting the Path Forward

Wednesday June 16 2021 11am EST:  Identifying New Distribution Opportunities in the RIA Marketplace

Wednesday July 21st 2021 11am EST:  A Comprehensive Marketing Plan for Growing Your Advisor Network – Getting Started

Wednesday September 22nd 2021 11am EST: Fall 2021 Kick-Off Event, Planning for a Strong Fall Sell Season, Tips from the Pros

Mark Your Calendars

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