FSP Logo with website photo

When

Thursday,  November 2, 2017 from 7:30 AM - 9:30 AM CST

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Where

Hellmuth Johnson Offices 
8050 West 78th Street, Edina, MN 55439

 
Driving Directions 

Contact

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

Thursday, November 2, 2017
Grow Your Business with Charitable Planning
Luther Ranheim | Saint Paul Foundation and Minnesota Community Foundations &
Dana J. Holt, JD, RICP, AEP | Holt Consulting

Topic: Grow Your Business with Charitable Planning
Speakers:

Luther Ranheim | Saint Paul Foundation and Minnesota Community Foundations
Bio
Dana J. Holt, JD, RICP, AEP | Holt Consulting
Bio
Syllabus

Time:

7:00 AM Sign-in/Networking
7:30 AM Breakfast Buffet Open
7:40 AM Welcome/Announcements
8:00 AM - 9:30 AM Presentation
Location:

Hellmuth & Johnson | 4th Floor Conference Room
8050 West 78th Street, Edina, MN 55439

CE Credits:

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

CLE: 1.5-hours Standard credits PENDING.
A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)
Menu:

Buffet Selection: TBA
Cost: 

FSP Members: $35.00 (Registration after 10/30/17 $50.00)
Guest Pass: Each FSP member may invite two guests, with no attendance fee, to an event or program between July 2017 - June 2018.
CPA Guest: $0 (Received the "Relationships" invitation in the mail)

Members of an allied association (TCEPC, FPA, MAHU, NAIFAmn, WIFS): $35.00 (Registration after 10/30/17 $50.00)

Nonmembers/Guests after first free attendance: $50.00

Season Pass 2017: Prepaid attendance to all FSP-TC programs and events now  through June 2018

Diamond Sponsors: Free attendance for three
Platinum Sponsors: Free attendance for two

Gold Sponsors: Free attendance for one

Late Registration Fee: Registrations received after 10/30/17 will be charged $50.00

Walk-ins: $50.00
Handouts: A confirmation email will be sent the Tuesday prior to the Thursday program with links to handouts. No hardcopy handouts will be provided. Members may log into the "Member Section" of the Chapter website to download handouts for current and historic programs.

Cancellation Policy: No refunds will be provided for cancellations after 10/27/17 or for no-show attendees. All pay-at-the-door attendees will be billed whether they attended or not.