Risk Mitigation for You & Your Clients - It's the Principal! 

When

Wednesday March 4, 2015 from 11:00 AM to 2:00 PM CST
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Where

701 Building - 2nd floor conference center 
701 Fourth Ave. S.
Suite 1500
Minneapolis, MN 55415  

 
Driving Directions

We realize it can be a challenge to get downtown and pay for parking, so AdvisorNet Insurance is offering 5 hour parking vouchers for the Centre Village parking ramp connected to our office.  Hopefully this will make coming downtown a little easier for you.  Please take a ticket to get in to the ramp, do not use a credit card.  Please also do not park in spots designated for “AdvisorNet Clients.”

Click here  for directions to the ramp.  

 

Contact

AdvisorNet Financial 
612-347-8600 
rsvp@advisornet.com 

 


Wednesday, March 4th, 2015
11:00 a.m. - 2:00 p.m.
701 Building - 2nd floor conference Center 

3 - 1 hour classes with CE & CFP Credit 
Come for 1, 2 or all 3
Company Sponsored - MN, IA, WI 

As a part of AdvisorNet's 2015  theme "Getting Your House in Order, join us for this deep dive into tools and techniques to mitigate certain risks for you, your family, your business & your clients. Every morning when we wake up, there are a number of risks we face.

A few of them are:

  • Might not wake up (probability here is eventually actually pretty close to 100%)
  • Something happens that changes your ability to work at capacity
  • You might need medical care
  • You might not have enough to retire
  • Your best people left your organization

This will be a lot of info, get a good night’s sleep!

Thank you to Principal for their participation!

Agenda

11:00-11:50 a.m.

  • Survivor Income and Business Protection
  • Exit Planning, Wealth Transfer, Retirement Planning                              

 By Michele Tisch, Regional Vice President at Principal Financial Group
1 hr. CE & CFP credit (MN, IA, WI)

 12:00-12:50 p.m.

  • Disability Income, Retirement Extra, DBO, BOE, Debt Coverage

 By Mike Sir, Regional Vice President & Disability Specialist at Principal Financial Group
1 hr. CE & CFP credit (MN, IA, WI)

 12:50-1:40 p.m.

  • Business Owner retirement, SERP, NQDC

By Mike Roesler, Advanced Planning Regional Vice President at Principal Financial Group
1 hr. CE & CFP credit (MN, IA, WI)

1:40-2:00 p.m.

  • Group Insurance (Medical, LTD, STD, Life, Dental), Individual Medical & Medicare Supplements, Qualified Retirement Plans
By Rachael Jungwirth, Principal & Jim Driscoll, AdvisorNet Benefits                            

Please Register by Monday, March 2nd.

Register Now!