Program Format: Hybrid
(If you are one-hour or more drive-time outside the Twin Cities Metro, we invite you to participate in this CE offering by Zoom. If you are less than a one-hour drive outside the Twin Cities Metro, please join us for the in-person program.)
REGISTRATION CLICK HERE
Continuing Education: APPROVED 1 standard credit: MN Insurance, CFP , and MN CLE (Legal)
Topic Description: Joe Jordan’s new presentation, Purpose Driven Retirement Planning, will present an informative and inspirational outlook for our business, outlining how clients need help both planning for their financial future and preparing for a "Life of Significance" with meaning and purpose in retirement. Advisors will learn about the importance of a story-first approach, and why financial planning is becoming more like life coaching. Joe will explain the defining issue of the 21st century and the 6 retirement risks clients should address in pursuing their retirement goals. Clients need a partner and a plan to be successful, and that partner is their financial advisor!
Ethics pending 3-credits. LTC pending 4-credits
DETAILS AND REGISTRATION CLICK HERE
NAIFA - MN is offering a full-day of Minnesota Insurance Ethics and LTC credits to meet your two-year license requirements.
Choose one or both course offerings with optional lunch. Course and instructors in person at Midland Hills Country Club, Roseville, MN.
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NAIFA Minnesota is joining our friends at MAHU for a networking social and ballgame!
Thanks for attending!
It was a great day!
Teams: Saints vs. the Omaha Storm Chasers
Location: CHS Field- 360 N Broadway St, St Paul, MN 55101
Arrive early to meet NAIFA representative on the plaza deck by the entrance gate to receive your ticket.
Cost:
NAIFA MN Members and Guests: $40 Ticket price (Includes $15 of Saints dollars.)
We have a limited number of tickets available so do not delay!
Thanks for attending!
It was a great event!!
Join NAIFA - Minnesota members and sponsors for an afternoon of golf play, networking, appetizers, and beverages at Top Golf Brooklyn Center!
Cost: $15 pr person
Sponsorships available: Email Brian Fleming or Sandy Beeson
BFleming@focusfinancial.com
sandy.beeson@naifa-mn.org
Lochloosa | www.lochloosa.net/
Joshua Haberman, Founder
JoshuaH@lochloosa.net
Lochloosa offers simplicity, support, and consistency to make your agency and your life even more exceptional.
Terri Tassell-Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished)
May 2, 2024
11:30 AM - 1:30 PM
Click here to register and join NIAFA - Minnesota IN PERSON on Thursday May 2 for this month's Lunch & CE featuring Terri Getman with DBS.
Syllabus: Click here
Course Description: Estate plans big and small, complex to simple, and extraordinary to typical frequently use some form of life insurance to complete the estate plan. This is because there are a variety of ways that life insurance can be used in estate planning beyond the classic means of providing for future liquidity. This course will provide attendees with an understanding of a number of ways that life insurance can be used to help clients meet their estate planning goals.
Midland Hills Country Club
2001 Fulham Street
Roseville, MN 55113
11:30 AM Arrival/Networking open
12:00 Lunch served
12:15 PM Welcome, intros, announcements
12:30 PM Presentation
1:30 PM Presentation ends
Attendance: $25.00
Minnesota Insurance CE: APPROVED 1 Credit
CFP: APPROVED 1 Credit
Minnesota CLE: APPROVED 1 Credit
Certificate of attendance for CPE and PACE (PRP)
Agenda click here
Flyer to share!
Registration is closed.
Contact Suzanna Kennedy for details
suzanna.kennedy@stinson.com
VIRTUAL GET PREPARED SESSION…A virtual informational session ahead of Insurance Day is scheduled to ensure registered attendees are prepared to discuss the issues with legislators and have an opportunity to ask questions and review logistics for the day. March 15 | 7:30 AM | Link will be emailed to registered attendees.
Insurance Day is a great opportunity to learn how the 2024 Legislative Session could impact our industry, connect with lawmakers, and share how insurance enhances the well-being of all Minnesotans.
Insurance Day is always free of charge.
Intercontinental St Paul Riverfront Hotel and Minnesota State Office Building & Minnesota Senate Building
Copyright © 2020 NAIFA-Minnesota
Mailing address:
4707 Highway 61 N, #181
White Bear Lake, MN 55110
Phone: 651-815-0668
info@naifa-mn.org
