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.

    • 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

    • 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!

    • 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!

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

2021 Events

    • 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.

    • 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.

    • 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.

    • 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.

    • 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

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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