November 3June

Thursday, November 3, 2022
Hosted by FSP-Twin Cities & NAIFA Minnesota

Topic:
Split Dollar Post Final Regulations

Speaker: 
Terri Tassell-Getman
J.D., CLU, ChFC, RICP, AEP (Distinguished)
Diversified Brokerage Services, Inc.

Register Now! 

SP-Twin Cities and NAIFA Minnesota continue their joint programming working relationship to offer members greater access to high-level educational content, speakers, networking, and collaboration to help you succeed and build your practice.

FSP-Twin Cities will be processing all registrations and recording all CE credits for FSP and NAIFA members, and for all non-member attendees for this program.

Date: Thursday, November 3 2022
Title: Split Dollar Post Final Regulations
Speaker: Terri Tassell-Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished)
Diversified Brokerage Services, Inc.
Bio
Syllabus
Description: This one-hour presentation will provide attendees with an understanding of split dollar arrangements.The presentation will start with an historic review of split dollar and when each form of split dollar applies.  Next the presentation will dive into the two split dollar tax regimes.  Finally, the course will conclude with practical take away tips to where to use split dollar.  On completion of this hour attendees will have an understanding of the forms of split dollar and how each is treated for tax purposes.
Time:
11:30 AM Zoom Sign-in/Networking open
11:40 AM Welcome, intros, announcements
12:00 PM Presentation begins
1:00 PM Presentation ends
1:00 PM – 1:30 PM The Zoom window will remain open for networking
Location: Zoom

Attendance Fees:
FSP & NAIFA Members: $25
Nonmembers: $25
Sponsors: Per benefit package
CE:
MN INS: PENDING 1-credit
CFP: PENDING  1-credit
CLE: PENDING  1-credit
Certificate of attendance for CPE and PACE (PRP).

Who should attend? Members of FSP and NAIFA and the financial services community.
Cancellation Policy: No refunds will be provided for cancellations after 11/1/22 or for no-show attendees

Questions: Contact FSP-Twin Cities | admin@sfsptwincities.org

Membership information: Why FSP?