Contact
Financial Service Professionals - Twin Cities | Minnesotaadmin@sfsptwincities.org
651.815.0668 | www.sfsptwincities.org
Thursday, September 5, 2019
FSP-Twin Cities presents
Planning with 199A & Stretch Demise from an Insurance Perspective
Presented by
Terri Getman, J.D., CLU, ChFC, RICP, AEP, (Distinguished) | Diversified Brokerage Services, Inc.
Topic: Planning with 199A & Stretch Demise from an Insurance Perspective
Speaker: Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished), Business Development Director, Diversified Brokerage Services, Inc.
Syllabus
Bio
Time:
11:00 AM Sign-in/Networking
11:20 AM Salad served
11:30 AM Entree served, business meeting begins
12:00 PM - 2:10 PM Presentation
Location:
Town & Country Golf Club, 300 N. Mississippi River Blvd., St. Paul, MN 55104
CE Credits:
This educational offering is APPROVED by the Minnesota Commissioner of Commerce as satisfying 2.0 hours of standard classroom credit toward continuing insurance education requirements.
CFP: 2.0 hours standard credits APPROVED
CLE: 2.0 hours standard credits APPROVED
A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)
Menu:
Salad Starter: Classic Caesar: Baby romaine, roasted garlic dressing, herbed croutons, and grape tomatoes and shaved parmesan cheese
Entree: Chicken Tikka Masala: Lemon and yogurt marinated chicken breast, topped with zesty tikka masala sauce served on a bed of cilantro basmati rice with steamed garden vegetables
Dessert: Cookies
Beverages: Water & coffee
If you have selected a special meal for Gluten Free, Vegan, or Vegetarian, you will receive a red tag in your name badge to present to your server to receive the following meal:
Gluten Free/Vegan/Vegetarian: Wok fired garden vegetables on a coconut curry sauce, served with brown rice and crispy onion straws
Cost:
FSP Members: $40.00 (Registration after 9/2/19 $50.00)
Nonmembers attending for the first time: $40.00 (Registration after 9/2/19 $50.00)
Nonmembers repeat attendance: $50.00 (Registration after 9/2/19 $60.00)
FSP Member Season Pass 2019: Prepaid attendance to all FSP-TC programs and events August 2019 through June 2020. Click here to purchase the 2019 Season Pass
FSP Platinum Sponsors: Free attendance for two
FSP Gold Sponsors: Free attendance for one
Late Registration Fee: Registrations received after 9/2/19 will be charged a $10 surcharge over registration fee
Walk-ins: $10 surcharge over registration fee
No Shows: Registered attendees will be invoiced for outstanding attendance fees even if they do not attend.
Cancellation Policy: No refunds will be provided for cancellations after 9/2/19 or for no-show attendees. All pay-at-the-door attendees will be billed whether they attended or not.
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.