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Upcoming Events

November 14, 2024 Calendar Post 1200PX  LinkedIn Post

Lunch & CE | Hybrid Format

November 14, 2024

11:30 AM - 1:30 PM

Topic: Election Results and the Legislative Process
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  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.


2-NAIFA 10.8 (Facebook Post Square) (300 x 175 px) (LinkedIn Post)

ETHICS & LTC COURSE

October 8, 2024

Full Day | In-person

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.

 

 


September 5, 2024 Calendar Post 1200PX  LinkedIn Post-1

Lunch & CE | Hybrid Format

September 5, 2024

11:30 am - 1:30 pm

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!


6.4.24 Social 1200PX  LinkedIn Post

Top Golf Social

June 4, 2024

4:00 PM - 6:00 PM

Thanks for attending!
It was a great event!!

Join NAIFA - Minnesota members and sponsors for an afternoon of golf play, networking, appetizers, and beverages at Top Golf Brooklyn Center!

Cost: $15 pr person
Sponsorships available: Email Brian Fleming or Sandy Beeson
BFleming@focusfinancial.com
sandy.beeson@naifa-mn.org

 

Top Golf Social Sponsors

Lochloosa | www.lochloosa.net/
Joshua Haberman, Founder
JoshuaH@lochloosa.net
Lochloosa offers simplicity, support, and consistency to make your agency and your life even more exceptional.



Lochloosa offers simplicity, support, and consistency to make your agency and your life even more exceptional.

 

Lochloosa Logos_Horizontal__Horizontal_Opt 3 800px

 


5.2.24 Lunch & CE  1200PX  LinkedIn Post

A Dozen Uses of Life Insurance in Estate Planning

Terri Tassell-Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished)
May 2, 2024
11:30 AM - 1:30 PM

Click here to register and join NIAFA - Minnesota IN PERSON on Thursday May 2 for this month's Lunch & CE featuring Terri Getman with DBS.

Syllabus: Click here

Course Description: Estate plans big and small, complex to simple, and extraordinary to typical frequently use some form of life insurance to complete the estate plan. This is because there are a variety of ways that life insurance can be used in estate planning beyond the classic means of providing for future liquidity. This course will provide attendees with an understanding of a number of ways that life insurance can be used to help clients meet their estate planning goals.

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

Attendance: $25.00

Minnesota Insurance CE: APPROVED 1 Credit
CFP: APPROVED 1 Credit
Minnesota CLE: APPROVED 1 Credit
Certificate of attendance for CPE and PACE (PRP)




capitolMN-1

2024 Insurance Day

March 18, 2024

11:30 AM - 6:00 PM

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