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2022 Calendar of Events

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Annual Meeting

October 13, 2022

3:00 - 4:00 pm

NAIFA-Minnesota's Annual Meeting will be held October 13, 2022 from 3:00 -4:00 pm. Join us virtually on Zoom OR in person at Invictus Brewing Co.! 

On Zoom OR join us in person:

Invictus Brewing Company
2025 105th Avenue NE
Blaine, ME 55449

REGISTER HERE


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The Event is brought to you by
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Mix & Mingle Event

October 13, 2022

4:30 - 6:00 pm

Join your industry colleagues for a mix and mingle event at Invictus Brewing Company October 13, 2022 4:30 - 6:00 pm. Free for members and non-members! Don't forget to RSVP below.

Invictus Brewing Company
2025 105th Ave NE
Blaine, MN 55449

RSVP HERE


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The Webinar is brought to you by
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Split Dollar Post Final Regulations

Terri Tassell-Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished)
Diversified Brokerage Services, Inc.

November 3, 2022

11:30 am - 1:00 pm (Networking 1:00 - 1:30 pm)

Join NAIFA-Minnesota and FSP-Twin Cities on November 3rd for this month's program!

This one-hour presentation will provide attendees with an understanding of split dollar arrangements. The presentation will start with an historic review of split dollar and when each form of split dollar applies. Next the presentation will dive into the two split dollar tax regimes. Finally, the course will conclude with practical take away tips to where to use split dollar. On completion of this hour attendees will have an understanding of the forms of split dollar and how each is treated for tax purposes.

$25.00 Members & Non-Members

11:30 AM Zoom Sign-in/Networking open
11:40 AM Welcome, intros, announcements
12:00 PM Presentation begins
1:00 PM Presentation ends
1:00 PM – 1:30 PM The Zoom window will remain open for networking

MN INS: PENDING 1-credit
CFP: PENDING 1-credit
CLE: PENDING 1-credit
Certificate of attendance for CPE and PACE (PRP).

REGISTER HERE


Past Events
Click Each Image for More Information

January 6, 2022

Estate Planning & Transferring Wealth Strategies

X

Estate Planning & Transferring Wealth Strategies

January 6, 2022

Thank you to all who attended!

February 11, 2022

Glacial Ridge (Alexandria Area) Affiliate Event
Corey Anderson, DIA, Insurance & Financial Advisors Best Practices

X

Glacial Ridge (Alexandria Area) Affiliate Event
Corey Anderson, DIA, Insurance & Financial Advisors Best Practices

February 11, 2022

Thank you to all who attended!

February 16, 2022

Watch Party

X

Watch Party

February 16, 2022

Thank you to all who attended!

February 16, 2022

Draft a Plan to Help Protect Business Owners

X

Draft a Plan to Help Protect Business Owners

February 16, 2022

Thank you to all who attended!

March 3, 2022

Federal and Minnesota Tax Update

X

Federal and Minnesota Tax Update

March 3, 2022

Thank you to all who attended!

April 6, 2022

When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade

X

When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade

April 6, 2022

Thank you to all who attended!

April 8, 2022

Glacial Ridge (Alexandria Area) Affiliate Event
Chris Palladino, CFP, ChFC, What You Make vs. Make You Keep

X

Glacial Ridge (Alexandria Area) Affiliate Event
Chris Palladino, CFP, ChFC, What You Make vs. Make You Keep

April 8, 2022

Thank you to all who attended!

April 14, 2022

Mix & Mingle Event

X

Mix & Mingle Event

April 14, 2022

Thank you to all who attended!

May 12, 2022

Life Settlements

X

Life Settlements

May 12, 2022

Thank you to all who attended!

May 12, 2022

Watch Party

X

Watch Party

May 12, 2022

Thank you to all who attended!

June 2, 2022

Emerging Trends
and Technology in Payments

X

Emerging Trends
and Technology in Payments

June 2, 2022

Thank you to all who attended!

June 9, 2022

Mix & Mingle Event

X

Mix & Mingle Event

June 9, 2022

Thank you to all who attended!

July 26, 2022

Come for CE, Stay for Golf

X

Come for CE, Stay for Golf

July 26, 2022

Thank you to all who attended!

August 11, 2022

Mix & Mingle Event

X

Mix & Mingle Event

August 11, 2022

Thank you to all who attended!

September 21, 2022

Finaroo

X

Finaroo

September 21, 2022

Thank you to all who attended!

X

Join NAIFA-Minnesota and FSP-Twin Cities on October 6th for this month's program!

In Retirement & Estate Planning, is there value in knowing the “ending value” of an asset today? Rodney Crandall personally would say “Yes!” Especially if the clients have a specific value/amount that they want to leave to someone or something (Children, Grandchildren, Charity, etc.) when they pass away. However, a common problem that we see in planning is that clients will then rely on traditional investing to help them meet their goal of leaving a specific value to someone or something.

This creates a new set of problems:

  • “When will the clients pass away?”
  • “What if the clients die tomorrow?” (Will there be enough assets in their portfolio to meet their goal?)
  • “What if the clients live a very long life?” (Will there be enough assets in the portfolio to meet their goal?)

Join Rodney Crandall for 60 minutes as he shares with us a real-life Case Study called “The Predictable Wealth Transfer Strategy.”

Register Here