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
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
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).
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:
Join Rodney Crandall for 60 minutes as he shares with us a real-life Case Study called “The Predictable Wealth Transfer Strategy.”
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600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 651-366-6091
Fax: 703-770-8224
info@naifa-mn.org
