2021 Events

  • 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.

    • 12/14/2021 - West Palm Beach, FL - Power Up Your Swing at Drive Shack

      Tuesday, December 14, 2021 4:30 PM  – 6:30 PM EST

      Drive Shack
      1710 Belvedere Road
      West Palm Beach, FL 33406

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

      Please join us on Tuesday, December 14th for a fun evening and an opportunity to learn about PRIME from Empower, Paycor, and TRA at Drive Shack: a best-in class entertainment destination of West Palm Beach, FL. Drive Shack offers a large number of 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.

      RSVP Today

    • 12/07/2021 - Germantown, MD - SMS Plus, TopGolf

      Tuesday, December 7, 2021 12:00 PM  – 3:00 PM EST

      TopGolf
      20101 Century Blvd.
      Germantown, MD 20874

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

      Please join us on Tuesday, December 7th 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 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.

      RSVP Today

    • 12/02/2021 - McLean, VA - Lunch & Learn

      Thursday, December 2, 2021 12:00 PM  – 1:30 PM EST

      Fleming’s
      1960A Chain Bridge Road
      McLean, VA 22102

      Come join your friends from Lincoln Financial, TRA & Paylocity for a holiday lunch and an opportunity to hear about a unique solution for LPL financial professionals.

      This is a great opportunity to learn more about (and discuss) the retirement plan products/services and to discuss any potential new business opportunities.

      RSVP Today

    • 12/01/2021 - Richmond, VA - Lunch & Learn

      Wednesday, December 1, 2021 12:00 PM  – 1:30 PM EST

      Fleming’s Prime Steakhouse & Wine Bar
      9200 Stony Point Pkwy Ste. 131
      Richmond, VA 23235

      Come join your friends from Lincoln Financial, TRA & Paylocity for a holiday lunch and an opportunity to hear about a unique solution for LPL financial professionals.

      This is a great opportunity to learn more about (and discuss) the retirement plan products/services and to discuss any potential new business opportunities.

      RSVP Today

    • 11/18/2021 - Milwaukee, WI - Paint & Sip

      Thursday, November 18, 2021 4:30 PM  Central

      The Farmhouse Paint Bar & Banquet Hall
      4511 S 6th St.
      Milwaukee, WI 53221

      Please join Brad High of The Retirement Advantage, Inc. (TRA), Shelly Wohler of IronwoodDrive Financial Group (IFG), and Marie Serchen of Principal Financial for this fun “Paint and Sip” event!

      This is a great opportunity to learn more about (and discuss) the retirement plan products and services offered by TRA, IFG, and Principal, and to discuss any potential new business opportunities.

    • 11/11/2021 - Leesburg, VA - Lunch & Golf Clinic

      Thursday, November 11, 2021 11:30 AM  – 2:00 PM EST

      Raspberry Falls Golf & Hunt Club
      41601 Raspberry Dr.
      Leesburg, VA 20176

      We hope you are enjoying the start of the fall season. As we are losing the weather to hit the links, we can start shaving strokes off of our game for next spring. CUNA Mutual Group and The Retirement Advantage, Inc. (TRA) will be hosting a lunch & golf clinic at Raspberry Falls Golf & Hunt Club on Thursday, November 11th. The event will start with golf lessons from 11:30am – 1:00pm and lunch will take place from 1:00pm – 2:00pm.

      We hope you can join us for some networking, as well as get a few tips to work on to improve your golf game.

    • 06/16/2021 - Chesterfield, MO - TopGolf Networking Event: Retirement Plan / Payroll

      Wednesday, June 16, 2021 2:00 PM  – 4:00 PM CT

      TopGolf
      16851 N Outer 40 Rd.
      Chesterfield, MO 63005

      Towards the end of a busy and highly-productive day, take a step away to hit some golf balls and socialize, courtesy of Jeremy Noland from The Retirement Advantage, Inc. (TRA) and Jessy McKeever from Paycor.

      Please join us on June 16th for an afternoon of fun, food, and spirits at TopGolf: a best-in-class entertainment destination of Chesterfield, MO. Topgolf offers climate-controlled hitting bays and is a great time for any age, skill level, at any time of the year. Hit for fun or gather in some friendly competition!

      • Learn how to hit a golf ball and/or practice your swing
      • Hit for fun or gather in some friendly competition via TopGolf’s various game modes and custom scoring
      • Network with industry professionals

      RSVP Today

TRA — Events/Seminars

Interested in networking with retirement plan professionals and developing your retirement plan and industry-related knowledge to grow your business?

The Retirement Advantage, Inc. (TRA) is excited to resurrect face-to-face events/seminars for retirement advisor training and/or networking. Attend our events/seminars and learn how to effectively sell the value-added benefits of TRA, partner products and become an even stronger technical resource for your clients.

Topics and activities will rotate and include actionable educational content, product/service overviews, technical selling, identifying ideal candidates, problem solving, networking and more.

Sign up for our quarterly newsletter and stay on top of what is up-and-coming or contact your RSC to host a webinar in your area.

Interested in a specific topic? Let us know! E-mail us at info@tra401k.com.

Connect with TRA’s Regional Sales Consultant to Coordinate an Event and/or Seminar in your Area

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