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2023 Calendar of Events

NAIFA-Minnesota and FSP Twin Cities will continue their collaboration throughout 2023.

The following dates have been secured and most if not all will offer one hour of continuing education.



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Virtual Collaborative Learning Event

March 2, 2023

11:30 am - 1:30 pm

Join NAIFA-Minnesota and FSP-Twin Cities on Zoom Thursday, March 2nd 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.


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2023 Insurance Day

March 15, 2023

8:00 am - 6:00 pm

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 pending approval.

Official registration opening soon!

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

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IN PERSON Collaborative Learning Event

April 6, 2023

11:30 am - 1:30 pm

Join NAIFA-Minnesota and FSP-Twin Cities IN PERSON on Thursday, April 6th 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.


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Golf Social

April 2023

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

More details, location,  and registration coming soon.




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Virtual Collaborative Learning Event

May 4, 2023

11:30 am - 1:30 pm

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.




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IN PERSON Collaborative Learning Event

June 1, 2023

11:30 am - 1:30 pm

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.




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Minaroo

September 2023

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.


Past Events

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Navigating the Senior Health Care Maze

Greg Getchell
President/Owner - AMADA Senior Care Twin Cities

February 2, 2023

11:30 am - 1:15 pm

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)


Steven Sperka Speaker 1.5.23

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Hybrid Product Design Overview & Insights

Steve Sperka
VP Solution Design, Implementation, and Support
Thrivent Financial

January 5, 2023

11:30 am - 1:30 pm

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)


Volunteer Today & Support Your Chapter! (12)

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Community Service Day

December 1, 2022

3:30 - 5:30 pm

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


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Split Dollar Post Final Regulations

Terri Tassell-Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished)
Diversified Brokerage Services, Inc.

November 3, 2022

11:30 am - 1:00 pm (Networking 1:00 - 1:30 pm)

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).


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Mix & Mingle Event

October 13, 2022

4:30 - 6:00 pm

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


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Annual Meeting

October 13, 2022

3:00 - 4:00 pm

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


January 6, 2022

Estate Planning & Transferring Wealth Strategies

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Estate Planning & Transferring Wealth Strategies

January 6, 2022

Thank you to all who attended!

February 11, 2022

Glacial Ridge (Alexandria Area) Affiliate Event
Corey Anderson, DIA, Insurance & Financial Advisors Best Practices

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Glacial Ridge (Alexandria Area) Affiliate Event
Corey Anderson, DIA, Insurance & Financial Advisors Best Practices

February 11, 2022

Thank you to all who attended!

February 16, 2022

Watch Party

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Watch Party

February 16, 2022

Thank you to all who attended!

February 16, 2022

Draft a Plan to Help Protect Business Owners

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Draft a Plan to Help Protect Business Owners

February 16, 2022

Thank you to all who attended!

March 3, 2022

Federal and Minnesota Tax Update

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Federal and Minnesota Tax Update

March 3, 2022

Thank you to all who attended!

April 6, 2022

When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade

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When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade

April 6, 2022

Thank you to all who attended!

April 8, 2022

Glacial Ridge (Alexandria Area) Affiliate Event
Chris Palladino, CFP, ChFC, What You Make vs. Make You Keep

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Glacial Ridge (Alexandria Area) Affiliate Event
Chris Palladino, CFP, ChFC, What You Make vs. Make You Keep

April 8, 2022

Thank you to all who attended!

April 14, 2022

Mix & Mingle Event

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Mix & Mingle Event

April 14, 2022

Thank you to all who attended!

May 12, 2022

Life Settlements

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Life Settlements

May 12, 2022

Thank you to all who attended!

May 12, 2022

Watch Party

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Watch Party

May 12, 2022

Thank you to all who attended!

June 2, 2022

Emerging Trends
and Technology in Payments

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Emerging Trends
and Technology in Payments

June 2, 2022

Thank you to all who attended!

June 9, 2022

Mix & Mingle Event

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Mix & Mingle Event

June 9, 2022

Thank you to all who attended!

July 26, 2022

Come for CE, Stay for Golf

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Come for CE, Stay for Golf

July 26, 2022

Thank you to all who attended!

August 11, 2022

Mix & Mingle Event

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Mix & Mingle Event

August 11, 2022

Thank you to all who attended!

September 21, 2022

Finaroo

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Finaroo

September 21, 2022

Thank you to all who attended!

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Thank you to all who attended!