2022 Events/Seminars

• Your network can be an excellent source of new perspectives and ideas to help you in your role. Exchanging information on challenges, experiences and goals is a key benefit of networking because it allows you to gain new insights that you may not have otherwise thought of.

  Let knowledgeable and friendly TRA Regional Sales Consultants provide advice, guidance and perspective designed to fit your business and the needs of your advisory team. If you’d like to increase access to new client relationships, identify new sales opportunities and win new business, TRA’s events can facilitate.

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    09/22/2022 - Lunch & Learn - Maryland$aves: What Advisors Need to Know

    Thursday, September 27, 2022 – 11:30 AM  – 1:00 PM EST

    Liberatore’s Ristorante
    9515 Deereco Rd. – Timonium, MD 21093

    In early 2016, the Maryland Small Business Retirement Savings Program and Trust was introduced in the House. Maryland’s Governor, Larry Hogan, described the bill, Maryland$aves, as an initiative to help boost employee retirement savings without placing excessive cost and administrative burden on employers. Fast forward to 2022, and Maryland$aves is now ready for roll-out in September.

    Financial Advisors now have an open window to guide small business owners on Maryland$aves, along with suitable alternatives including 401k. Together with your Lincoln and TRA partners, let’s develop an approach and game plan to win new business clients!

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    10/21/2022 - Stadium Golf @ Nats Park

    Friday, October 21, 2022 – 11:30 AM EST

    Washington Nationals Stadium
    1500 S Capitol St. SE – Washington, DC 20003

    Join your Transamerica and TRA partners for a truly unforgettable golf experience at Nationals Park!

    You may have taken in a Nats ball game, but how about teeing it up from the upper deck with your 7 iron? Imagine yourself hitting golf shots from locations all around the stadium at targets hundreds of feet below you on a 9-hole adventure. Bring your own clubs or use the ones provided along the way.

    Bryon Eggan (Transamerica) and Paul Phan (TRA) will be hosting eats and drinks afterwards to unwind. Hope to see you there with us!

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    09/22/2022 - Lunch & Learn - Maryland$aves: What Advisors Need to Know

    Thursday, September 22, 2022 – 11:30 AM  – 12:30 PM EST

    Seasons 52
    10300 Little Patuxent Parkway – Suite 3150 – Columbia, MD 21044

    In early 2016, the Maryland Small Business Retirement Savings Program and Trust was introduced in the House. Maryland’s Governor, Larry Hogan, described the bill, Maryland$aves, as an initiative to help boost employee retirement savings without placing excessive cost and administrative burden on employers. Fast forward to 2022, and Maryland$aves is now ready for roll-out in September.

    Financial Advisors now have an open window to guide small business owners on Maryland$aves, along with suitable alternatives including 401k. Together with your Lincoln and TRA partners, let’s develop an approach and game plan to win new business clients!

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    09/20/2022 - Pizza Tasting Meet and Greet

    Tuesday, September 20, 2022 – 5:00 PM  – 7:00 PM EST

    Two Roads Brewing Company
    700 Stratford Avenue – Stratford, CT 06615

    Your DC partners at John Hancock, BlackRock, Franklin Templeton, and The Retirement Advantage, Inc. (TRA) invite you to a pizza tasting. We need your help choosing who serves up the best slice in New Haven. We’ve narrowed it down to the top three, but need your distinguished tastes to find the winner.

    The three contestants are listed below (click each link to watch the Barstool Sports Review):
    • Sally’s Apizza
    • Modern Apizza
    • Frank Pepe

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    09/12/2022 - PlanAdviser 2022 National Conference

    Monday, September 12, 2022 – Wednesday, September 14, 2022

    Westin Kierland Resort
    Scottsdale, Arizona

    Quality representation for The Retirement Advantage, Inc. (TRA) at the PlanAdviser 2022 National Conference. TRA experts, Drew Graser (Business Development Consultant) and Craig Harm (Business Development Director) were representing TRA at Booth 110, advising visitors, answering questions, and networking!

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    09/08/2022 - MarylandSaves - TopGolf

    Thursday, September 08, 2022 – 11:00 AM  – 3:00 PM EST

    TopGolf
    20101 Century Blvd. – Germantown, MD 20874

    In early 2016, the Maryland Small Business Retirement Savings Program and Trust was introduced in the House. Maryland’s Governor, Larry Hogan, described the bill, Maryland$aves, as an initiative to help boost employee retirement savings without placing excessive cost and administrative burden on employers. Fast forward to 2022, and Maryland$aves is now ready for rollout in September.

    Financial Advisors now have an open window to guide small business owners on Maryland$aves, along with suitable alternatives including 401k. Together with your Transamerica and TRA partners, let’s develop an approach and gameplan to win new business clients!

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    08/31/2022 - MarylandSaves - Lunch&Learn

    Wednesday, August 31, 2022 – 11:30 AM  – 1:00 PM EST

    Seasons 52
    10300 Little Patuxent Parkway – Columbia, MD 21044

    In early 2016, the Maryland Small Business Retirement Savings Program and Trust was introduced in the House. Maryland’s Governor, Larry Hogan, described the bill, Maryland$aves, as an initiative to help boost employee retirement savings without placing excessive cost and administrative burden on employers. Fast forward to 2022, and Maryland$aves is now ready for rollout in September.

    Financial Advisors now have an open window to guide small business owners on Maryland$aves, along with suitable alternatives including 401k. Together with your Lincoln and TRA partners, let’s develop an approach and gameplan to win new business clients!

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    07/27/2022 - TopGolf - Selling 401k Plans - Insurance Brokers

    Wednesday, July 27, 2022 – 11:00 AM  – 3:00 PM EST

    TopGolf
    20356 Commonwealth Center Dr. – Ashburn, VA 20147

    Take a step away to hit some golf balls and socialize, courtesy of Vic Nolasco from Paycor and Paul Phan from The Retirement Advantage, Inc. (TRA).

    Please join us on Wednesday, July 27th for a fun afternoon and an opportunity to network with financial professionals at TopGolf: a best-in-class entertainment destination of Ashburn, VA. Learn how to leverage your commercial insurance clients into 401(k) revenue.

    Topgolf offers climate-controlled hitting bays and is a great time for any age or skill level, at any time of the year. Hit for fun or gather in some friendly competition.

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    06/01/2022 - TopGolf Orlando

    Wednesday, June 01, 2022 – 5:00 PM  – 7:00 PM EST

    TopGolf
    9295 Universal Blvd. – Orlando, FL 32819

    Take a step away to hit some golf balls and socialize, courtesy of Matt Solomon and Trey Galuppi from The Retirement Advantage, Inc. (TRA).

    Please join us on Wednesday, June 1st for a fun afternoon and an opportunity to hear about unique solutions for financial professionals at TopGolf: a best-in-class entertainment destination of Orlando, FL. TopGolf offers climate-controlled hitting bays and is a great time for any age or skill level, at any time of the year. Hit for fun or gather in some friendly competition.

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    04/14/2022 - Skeet Shooting at the OK Corral

    Thursday, April 14, 2022 – 11:00 AM  – 3:00 PM Eastern

    OK Corral Gun Club
    9449 48th Street NE – Okeechobee, FL 34972

    Please join us for lunch and some skeet shooting on April 14 at the OK Corral Gun Club, Florida’s premier shooting sports club in Okeechobee, FL.

    Come have some fun and food with us while we discuss the power of integration on 401(k) plans and what new platforms can help you grow your business while increasing your efficiency with clients.

    We will provide the rounds of shooting and ammunition. You will need to bring the following:

    • Appropriate clothing for the weather
    • Your own shotgun – (Rentals are available – 12 & 10 gauge (first come first serve)
    • Ear plugs, if you have them – (available for purchase)
    • Sunglasses or other eye protection

    All skill levels are welcome; instruction available.

    If you have any questions regarding this event, please contact your host.

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    03/22/2022 - TopGolf Meet and Greet

    Tuesday, March 22, 2022 – 11:00 AM  – 3:00 PM EST

    TopGolf
    20101 Century Blvd. – Germantown, MD 20874

    Take a step away to hit some golf balls and socialize, courtesy of Denise D’Antuono from Lincoln Financial and Paul Phan from The Retirement Advantage, Inc. (TRA).

    Please join us on Tuesday, March 22nd for a fun afternoon and an opportunity to network with financial professionals at TopGolf: a best-in-class entertainment destination of Germantown, MD. Topgolf offers climate-controlled hitting bays and is a great time for any age or skill level, at any time of the year. Hit for fun or gather in some friendly competition.

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    03/08/2022 - TopGolf Austin, TX

    Tuesday, March 08, 2022 – 3:00 PM  – 7:00 PM Central

    TopGolf
    2700 Esperanza Crossing – Austin, TX 78758

    Take a step away to hit some golf balls and socialize, courtesy of Sam Spearman from The Retirement Advantage, Inc. (TRA) and Mike Thomas from Lincoln Financial.

    Please join us on Tuesday, March 8th for a fun afternoon and an opportunity to hear about a unique solution for LPL financial professionals at TopGolf: a best-in class entertainment destination of Austin, TX. Topgolf offers climate-controlled hitting bays and is a great time for any age or skill level, at any time of the year. Hit for fun or gather in some friendly competition.

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    03/03/2022 - SMS Plus - Two Options Same-Day

    Thursday, March 3, 2022 – 12:00 PM  – 2:00 PM EST, 5:00 PM – 7:00 PM EST

    Option 1 – Granite Links
    100 Quarry Hills Drive – Quincy, MA 02169

    Option 2 – Trillium Brewing Company
    100 Royall Street – Canton, MA 02021

    Please join TRA and Lincoln Financial Group on Thursday, March 3rd to learn about the SMS Plus, a Group Multiple Employer Program exclusive for LPL Advisors.

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    03/01/2022 - TopGolf San Antonio

    Tuesday, March 01, 2022 – 3:00 PM  – 7:00 PM Central

    TopGolf
    5539 N Loop 1604 W – San Antonio, TX 78249

    Take a step away to hit some golf balls and socialize, courtesy of Sam Spearman from The Retirement Advantage, Inc. (TRA) and Mike Thomas from Lincoln Financial.

    Please join us on Tuesday, March 1st for a fun afternoon and an opportunity to hear about a unique solution for LPL financial professionals at TopGolf: a best-in class entertainment destination of San Antonio, TX. Topgolf offers climate-controlled hitting bays and is a great time for any age or skill level, at any time of the year. Hit for fun or gather in some friendly competition.

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    02/03/2022 - Skeet Shooting at the OK Corral

    Thursday, February 03, 2022 – 11:00 AM  – 3:00 PM Eastern

    OK Corral Gun Club
    9449 48th Street NE – Okeechobee, FL 34972

    Please join us for lunch and some skeet shooting on Feb 3rd at the OK Corral Gun Club, Florida’s premier shooting sports club in Okeechobee, FL.

    Come have some fun and food with us while we discuss the power of integration on 401(k) plans and what new platforms can help you grow your business while increasing your efficiency with clients.

    We will provide the rounds of shooting and ammunition. You will need to bring the following:

    • Appropriate clothing for the weather
    • Your own shotgun – (Rentals are available – 12 & 10 gauge (first come first serve)
    • Ear plugs, if you have them – (available for purchase)
    • Sunglasses or other eye protection

    All skill levels are welcome; instruction available.

    If you have any questions regarding this event, please contact your host.