Topic Description: The intention of this one-hour presentation is to highlight the multiple changes in our industry over the last nearly 40 years. I will be highlighting evolutions in product, communications and technology among other topics, and the impact that has had on both consumers as well as advisors. I will be referencing impacts both positive and negative.
I will be referencing personal experiences throughout to highlight these changes. It is important to note that I will be also highlighting the counter point of these changes with what has remained the same.
Click here to register
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
Save our scheduled Lunch & CE dates for 2024 to your calendar and check back here for the details and registration link.
Topic Description: SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents.
New this year are rules around the 529 plans and other college contributions, how multiple students in college are treated, financial aid for divorced families, and more. Certain middle- and upper-income families will qualify for less financial aid as a result and will need to plan differently.
Colleges have also shifted their admission and scholarship policies to favor certain criteria. Learn about these changes to help families successfully navigate the process and minimize debt.
Click here to register and join NAIFA-Minnesota IN PERSON on Thursday, November 2 for this month's Lunch & CE featuring Robin C. Mueller, LUTCF.
This one-hour course is designed to give the professional attendee a number of different ways to consider how their clients might receive their Social Security retirement benefits. From delayed retirement to protecting retirement checks, to receiving survivor's benefits, to early retirement considerations, there is no one size that fits all.
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
Minnesota Insurance CE: APPROVED 1 Credit
CFP: APPROVED 1 Credit
Minnesota CLE: Approved 1 Credit
Certificate of attendance for CPE and PACE (PRP)
NAIFA Minnesota is joining our friends at MAHU for a networking social and ballgame!
Teams: Saints vs. the Louisville Bats
NAIFA MN Members and Guests: $40
(Includes $15 of Saints dollars.)
We have a limited number of tickets available so don't delay!
How to register:
Email NAIFA - Minnesota President Brian Fleming BFleming@focusfinancial.com
that you want to attend. He will reserve a ticket for you, payable by cash or check at the ballgame. Make the check payable to NAIFA – MN.