When

Thursday, June 1, 2023
11:30  AM - 2:00 PM CST

Where

Midland Hillls Country Club
2001 Fulham St., Roseville, MN 55113

Contact

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

Thursday, June 1, 2023
Hosted by FSP-Twin Cities & NAIFA Minnesota

Topic:
Life Insurance in Retirement Planning (LIRP): Permanent Life Insurance as a
Risk Management Tool

Speaker:
Katherine D. Goldsmith,JD, CLU, ChFC
Assistant Vice President, Advanced Markets
Columbus Life Insurance Company, subsidiary of Western & Southern Financial Group, Cincinnati, OH 

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: Life Insurance in Retirement Planning (LIRP): Permanent Life Insurance as a Risk Management Tool
SpeakerKatherine D. Goldsmith, JD, CLU, ChFC, Assistant Vice President, Advanced Markets, Columbus Life Insurance Company, subsidiary of Western & Southern Financial Group, Cincinnati, OH 45202

Date: Thursday, June 1, 2023
Time:
11:30 AM Arrival/Networking open

11:45 AM Lunch served
12:00 PM CE Presentation
1:00 PM – 2:00 PM FSP-Twin Cities Chapter says goodbye with a celebration of 89 years of history and connections with a short program and happy hour.

Location: Midland Hills Country Club, 2001 Fulham Street, Roseville, MN 55113  

Menu: (GF) Mediterranean Chicken Florentine: Chicken breast topped with roasted red pepper, spinach, Feta cheese and pesto cream sauce served with (GF/DF) Roasted Baby Red Potatoes, (GF) Roasted Zucchini & Yellow Squash, and warm rolls with butter, coffee, hot team, milk.

Attendance Fees: Pre-registration required.
FSP & NAIFA Members: $50

Nonmembers: $50
Refunds: No refunds for cancellations received after 5/25/23 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?