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When

Wednesday, May 17, 2017 from 11:30 AM to 2:15 PM CST

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Where

Bell Plaza
3800 American Blvd., 1st Fl. Conf. Rm, Bloomington, MN 55431

 
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Contact

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

May 17, 2017
Social Security and Medicare Strategies for Middle Income Clients: Plan Today to Secure Tomorrow
A Live Video Conference Training produced by FSP National

Topic: Social Security and Medicare Strategies for Middle Income Clients: Plan Today to Secure Tomorrow
Syllabus
Moderator: Anthony Bartlett, ChFC, CASL, AEP, Financial Planner, Baystate Financial
Panelists:
Joe Elsasser, CFP , RHU, REBC, President, Covisum and Ryan Madigan, CIMA, CRPS, AIF, President, Boomer Benefit Planning LLC
Time:

11:30 AM Sign-in/Networking/Lunch
12:00 PM - 2:15 PM VTC Program

Location:

Bell Plaza | 3800 American Blvd., 1st Floor Conference Room
Bloomington, MN 55431

CE Credits:

This educational offering is PENDING by the Minnesota Commissioner of Commerce as satisfying 2-hours of Standard credit toward continuing insurance education requirements.

CLE: PENDING 2-hours of Standard credit.
CFP: APPROVED 2-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:

Registered attendees will receive an email with boxed lunch choices closer to the program.

Cost: 

FSP Members: $20.00
Members of an allied association (EPC, NAIFAmn, FPA, WIFS): $20.00

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

Handouts:

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