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Upcoming Events

2024 NAIFA Saints Social (LinkedIn Post)

Saints Game Social

July 24, 2024

1:00 PM - 4:00 PM

NAIFA Minnesota is joining our friends at MAHU for a networking social and ballgame!
CLICK HERE TO REGISTER


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!


September 5, 2024 Calendar Post 1200PX  LinkedIn Post

Purpose Driven Retirement Planning

September 5, 2024

11:30 am - 1:30 pm

REGISTRATION WILL OPEN SOON.
Check back here for the link.

MN Insurance PENDING 1 standard credit. CFP APPROVED 1 standard credit.

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!


October 8, 2024 Calendar Post 1200PX  LinkedIn Post

ETHICS & LTC COURSE

October 8, 2024

Full Day

Ethics pending 3-credits. LTC pending 4-credits
REGISTRATION TO OPEN SOON!
Check back here for the link.

 

 

NAIFA - MN is offering  a full-day of  Minnesota Insurance Ethics and LTC credits to meet your two-year license requirements.
Registration to open soon. Choose one or both course offerings with optional lunch. Course and instructors in person at Midland Hills Country Club, Roseville, MN.

6.4.24 Social 1200PX  LinkedIn Post

Top Golf Social

June 4, 2024

4:00 PM - 6:00 PM

Register: Use the QR code or click here
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

 

Top Golf Social Sponsors

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.



Lochloosa offers simplicity, support, and consistency to make your agency and your life even more exceptional.

 

Lochloosa Logos_Horizontal__Horizontal_Opt 3 800px

 


5.2.24 Lunch & CE  1200PX  LinkedIn Post

A Dozen Uses of Life Insurance in Estate Planning

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)




capitolMN-1

2024 Insurance Day

March 18, 2024

11:30 AM - 6:00 PM

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