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Upcoming Events

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NAIFA Live

July 19, 2023
August 17, 2023
September 21, 2023
October 19, 2023
November 16, 2023

1:00 pm CT

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. 


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Minaroo

September 19, 2023

Registration is now open!
Join us and explore the fusion of strategic thinking, technology, and industry perspectives for that competitive edge to accelerate your business’s growth.

Date: Tuesday, September 19, 2023
Time: A full day of industry topics, speakers, networking, and happy hour 
Location: Parkview Conference Center - Mall of America, Bloomington, MN
Special Offer!
Register and pay for four attendees and get a fifth attendee free!

Registration: Use the QR code or click here
Event agenda: Click here

Annual and Minaroo Sponsorships are available!
Sponsorship Opportunities flyer 
Click here 
Confirm your sponsorship level and pay online Click here 


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A DIFFERENT WAY TO LOOK AT SOCIAL SECURITY RETIREMENT BENEFITS

Robin C. Mueller, LUTCF

November 2, 2023

11:30 am - 1:30 pm

SAVE THE DATE | Registration opening soon!
Join NAIFA-Minnesota  IN PERSON on Thursday, November 2 for this month's Collaborative Learning Event featuring Robin C. Mueller, LUTCF. 

This one hour course is designed to give the attendee a number of different ways to consider how they 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
12:00 PM Welcome, intros, announcements
12:30 PM Presentation
1:30 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)


2023 NAIFA Saints Social

Saints Game Social

2023 NAIFA Saints Social

August 9, 2023

1:00 PM Game Starts

NAIFA Minnesota is joining our friends at MAHU for a networking social and ballgame!

Teams: Saints vs. the Louisville Bats
Cost:
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.


Grace williams Speaekr FSP 5.4.23 Sarah Guerricagoitia Speaker FSP 5.4.23

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Choosing a Retirement Solution for Small Business

Grace Williams
Benefit advisor
US Department of Labor Employee Benefit Security Administration
Sarah Guerricagoitia
Benefit Advisor
US Department of Labor Employee Benefit Security Administration

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 featuring Gracce Williams and Sarah Guerricagoitia! 

This presentation focuses on sharing general information to small businesses regarding retirement plan options, benefits, and tax advantages to both the employer and employees. Our presenter will describe advantages for the various types of plans, the employer’s role, contribution options, etc. This presentation will encourage small business owners to choose the appropriate retirement plan for their business and provide resources on maintaining their plan(s).

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: Pending 1 Credit
CLE: Pending 1 Credit
Certificate of attendance for CPE and PACE (PRP)


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April NAIFA Live Watch Parties

April 20, 2023

12:00 - 2:30 pm (Alexandira)
1:00 - 2:30 pm (Fairmont)

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

Join us at one of TWO NAIFA Live Watch Parties on Thursday, April 20th. Come on out to the basement conference room of the Cedar Building in Alexandria OR Fairmont National Agency in Fairmont to spend time with fellow members and come together to hear from some of the best young industry talents and get a peek into their unique business concepts.

FREE for members. Bring a guest! Guests attend free the first time.

Alexandria (12:00 - 2:30 pm) - Lunch will be provided
700 Cedar Building (basement conference room)
700 Cedar Street
Alexandria, MN 56308

Fairmont (1:00 - 2:30 pm)
Fairmont National Agency
924 Lake Avenue
Fairmont, MN 56301

Are these locations too far for you to travel?
Contact us to find out how you can host a watch party in your area.


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The Perfect Storm for Estate Planning

April 6, 2023

11:30 am - 1:30 pm

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

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


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March NAIFA Live Watch Party

March 16, 2023

12:00 - 2:30 pm

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.


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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 approved.

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


Andrew Ostlund 3.2.23

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Secure Act 2.0 Highlights

Andrew J Ostlund, CFP, MBA
Senior Wealth Advisor - CliftonLarsonAllen Wealth Advisors, LLC

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 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)


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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

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