Thursday, April 6, 2023
Hosted by FSP-Twin Cities & NAIFA Minnesota

Topic:
The Perfect Storm for Estate Planning

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

FSP-Twin Cities and NAIFA Minnesota continue their joint programming 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.

Title: The Perfect Storm for Estate Planning
Syllabus
Speaker: Terri Tassell-Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished)
Date: Thursday, April 6, 2023
Time:    
11:30 AM Arrival/Networking open
12:00 Lunch served
12:00 PM Welcome, intros, announcements
12:15 PM Presentation
1:15 PM Presentation ends
Location: Midland Hills Country Club, 2001 Fulham Street, Roseville, MN 55113  

Menu: Midland Hills Chicken: Lightly floured and pan-seared chicken breast with a buttery white-wine sauce with lemon, artichokes, tomatoes, capers and Kalamata olives served Wild Rice Pilaf, Green Beans Almondine, and warm rolls with butter, coffee, hot tea, and milk. Cookies for dessert.

Attendance Fees: Pre-registration required.
FSP & NAIFA Members: $40
Nonmembers: $40
Sponsors: Per benefit package
Refunds: No refunds for cancellations received after 3/29/23 or for no show attendees.

CE Credits: This educational offering is APPROVED by the Minnesota Commissioner of Commerce as satisfying 1.0-hour of Standard classroom credit toward continuing insurance education requirements for each hour attended. 
CFP: 1.0-hour Standard credit APPROVED.
CLE: 1.0-hour Standard credit APPROVED.
A certificate of attendance is available for individuals requesting CPE and PRP (Professional Recertification Program – formerly PACE) credits.

Who Should Attend: Estate planners, financial planners, investment advisors, insurance producers, retirement counselors, CPAs and JDs.
Level of Educational Complexity: Intermediate

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

Membership information: Why FSP?