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
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
11:30 AM Sign-in/Networking/Lunch
12:00 PM - 2:15 PM VTC Program
Bell Plaza | 3800 American Blvd., 1st Floor Conference Room
Bloomington, MN 55431
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.
Registered attendees will receive an email with boxed lunch choices closer to the program.
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: $20.00Walk-ins will be charged: $30.00
Cancellation: No refunds will be given
An email confirmation of attendance with a link to course handouts will be emailed Tuesday prior to the program.