Join NAIFA-Minnesota and FSP-Twin Cities IN PERSON on April 6th from 11:30 am - 1:15 pm for this month's Collaborative Learning Event featuring Terri Tassell-Getman. This course will provide attendees with an understanding of why now is the time to do estate planning. It will also describe some of the most commonly used life insurance-based estate planning strategies.

Midland Hills Country Club - St. Andrews Room
2001 Fulham Street
Roseville, MN 55113

11:30 AM Arrival/Networking open
12:00 Lunch served
12:00 PM Welcome, intros, announcements
12:15 PM Presentation
1:15 PM Presentation ends

Members & Non-Members: $40.00

MNS INS CE: Pending 1 Credit
CFP:  Pending 1 Credit
CLE: Pending 1 Credit
Certificate of attendance for CPE and PACE (PRP)

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer. 

Join NAIFA-Minnesota and FSP-Twin Cities for a Golf Social coming to you April 2023!

More details, location,  and registration coming soon.

Join NAIFA-Minnesota and FSP-Twin Cities on Zoom Thursday, May 4th for this month's Collaborative Learning Event!

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 - 1:30 pm:  The Zoom window will remain open for networking

More information and registration coming soon.

Join NAIFA-Minnesota and FSP-Twin Cities IN PERSON on Thursday, June 1st for this month's Collaborative Learning Event!

Midland Hills Country Club - St. Andrews Room
2001 Fulham Street
Roseville, MN 55113

More information and registration coming soon.

Join NAIFA-Minnesota and FSP-Twin Cities in person at the Minnesota History Center for Minaroo!

Minnesota History Center
345 W Kellogg Blvd
St Paul, MN 55102

More details and registration coming soon.

Looking to connect in person with fellow NAIFA-Minnesota members?

Join us in Alexandria on Thursday, March 16th for a NAIFA Live Watch Party! Come on out to the basement conference room at 700 Cedar, Alexandria, MN from 12:00 - 2:30 pm to spend time with fellow members and come together to hear from Deidre Van Nest, founder of Crazy Good Talks. 

In this interactive presentation, you will:

- Understand why after hearing your Personal Brand WHY Story, your ideal clients could be in a room full of your competitors and will still make a beeline for you!

- Experience first-hand how telling your Personal Brand WHY Story will increase trust, connection, and likeability in 3 minutes or less.

- Discover why humanizing yourself and your company is critical to the future of your business.

- Discover how top producers are using their stories to attract clients and get to the “YES!” quicker.

FREE for members. Bring a guest! Guests attend free the first time. Lunch will be provided.

700 Cedar Building (basement conference room)
700 Cedar St
Alexandria, MN 56308

Is Alexandria too far for you to travel for lunch? Contact us to find out how you can host a watch party in your area.

Insurance Day is a great opportunity to learn what the 2023 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. CE credits approved.

St. Paul RiverCentre
175 Kellogg Blvd West
St. Paul, MN 55102

Join NAIFA-Minnesota and FSP-Twin Cities on Zoom Thursday, March 2nd, for this month's Collaborative Learning Event featuring Andrew Ostlund, CFP, MBA! This presentation will review the changes/updates/clarifications made in the most recent Consolidated Appropriations At of 2023, part of which are labeled the SECURE ACT 2.0. We will address changes to Qualified Retirement Plans, IRAs, and individuals relative to contribution rates, employer requirements, and tax solutions.

11:30 am:  Zoom Sign-in/Networking Open
11:40 am:  Welcome, Intros, Announcements
12:00 pm:  Presentation Begins
1:00 pm:  Presentation Ends

FSP & NAIFA Members: $25.00
Non-Members: $25.00

MNS INS CE: 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 IN PERSON on Thursday, February 2nd from 11:30 am - 1:15 pm for this month's Collaborative Learning Event featuring Greg Getchell. This presentation will explain recent changes to Medicare that affect seniors, and their families, navigating the healthcare maze. We will explore recent changes to traditional senior care options, and Greg will provide tools and education for seniors, and their advisors, who need help understanding and assessing their options.

Midland Hills Country Club - St. Andrews Room
2001 Fulham Street
Roseville, MN 55113

Members & Non-Members: $40.00

MNS INS CE: Pending 1 Credit
CFP: Approved 1 Credit
CLE: Approved 1 Credit
Certificate of attendance for CPE and PACE (PRP)

Join NAIFA-Minnesota and FSP-Twin Cities on Zoom Thursday, January 5, 2023 for this month's Collaborative Learning Event featuring Steve Sperka! Steve's presentation will cover the considerations involved in designing a hybrid life/LTC insurance product. Discussion will cover from product ideation to product design and implementation and will explore the various risks, tradeoffs, and opportunities that these products present.

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 - 1:30 pm:  The Zoom window will remain open for networking

FSP & NAIFA Members: $25.00
Non-Members: $25.00

MNS INS CE: Pending 1 Credit
CFP: Approved 1 Credit
CLE: Approved 1 Credit
Certificate of attendance for CPE and PACE (PRP)

Join NAIFA-Minnesota & FSP-Twin Cities on Thursday, December 1st for a day of Community Service at Second Harvest Heartland! Join us from 3:30 - 5:30 pm as we pack meals for those with food insecurities in our community. Please RSVP by clicking the button below. 

Second Harvest Heartland Brooklyn Park
7101 Winnetka Avenue N
Brooklyn Park, MN 55428

Team Name: FSP-Twin Cities & NAIFA-MN

Donations to our Second Harvest Fund Drive can be made on the FSP-Twin Cities website. 

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

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

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