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When

Thursday, May 4, 2017 from 11:15 AM to 1:30 PM CST

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Where

Midland Hills Country Club 
2001 Fulham Street, Roseville, MN 55113 

 
Driving Directions 

Contact

Financial Service Professionals - Twin Cities | Minnesota 
admin@sfsptwincities.org 
651.815.0668 | www.sfsptwincities.org

May 4, 2017
A Gift for All Seasons: Matching Planned Giving Alternatives to Donor Objectives

Presenter:

Sheryl Morrison, Attorney | Gray, Plant, Mooty, Mooty, & Bennett, PA
Bio

Syllabus

Time:
NEW PROGRAM TIMING!
11:00 AM Sign-in/Networking
11:15 AM Lunch Buffet Open
11:30 Chapter Announcements, Guest & Sponsor Welcome

12:00 PM - 1:30 PM Presentation, case studies, breaks

Location:

Midland Hills Country Club | 2001 Fulham St., Roseville, MN 55113

CE Credits:

This educational offering is APPROVED by the Minnesota Commissioner of Commerce as satisfying 1.5-hours of Standard credit toward continuing insurance education requirements.

CLE: APPROVED 1.5-hours of Standard credit.
CFP: APPROVED 1.5-hours of Standard credit.

A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)

Menu:

Lunch Buffet: Garden Salad, Vegetable Medley, Roasted Red Potatoes, Roasted Turkey, lightly breaded & baked Walleye, Cookies
Cost:

FSP Members: $20.00 (Late registration fee after 5/1/17 $30.00)
Members of an allied association (EPC, NAIFAmn, FPA, WIFS): $20.00 (Late registration fee after 5/1/17 $30.00)

Guests eligible for membership attending for the first time: $0

Nonmembers or guests attending after first free visit: $50.00

Platinum Sponsors: Free attendance for two

Gold Sponsors: Free attendance for one

2016/2017 Season Pass holders: $0

No-shows will be charged: $20.00

Walk-ins will be charged: $30.00

Cancellation: No refunds will be given

Late Registration: Registrations after 5/1/17 or Walk-ins will be charged $30

Handouts:

An email confirmation of attendance with a link to course handouts will be emailed Tuesday prior to the program.