Check it out at www.NAIFA-MN.org
Member login, directory, events calendar, blog... all in one place!
Sponsorships available:
Email Brian Fleming or
Sandy Beeson
BFleming@focusfinancial.com
sandy.beeson@naifa-mn.org
Jolene Johannes
January 9, 2025
11:30 AM - 1:30 PM
Click here to register and join NAIFA - Minnesota IN PERSON or on Zoom.
REGISTRATION Click here
Continuing Education:
DENIED 1 standard credit: MN Insurance.
APPROVED 1 standard credit CFP.
Topic Description: Review of recent election results and what that means for the majorities that will govern in Minnesota for the next two years. The course will also review the legislative process and possible Legislative items which may affect advisor conversations with clients.
Who Should Attend: Estate planners, financial planners, investment advisors, insurance producers, retirement counselors, CPAs and JDs.
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Ethics APPROVED 3-credits MN Insurance
LTC APPROVED 4-credits MN Insurance
LTC ClearCert Certified 4-credits
DETAILS AND REGISTRATION Registration Closed.
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.
Topic: Purpose Driven Retirement Planning
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 Closed
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!
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
