Submitted by
Jeanna Sabers - NexGen Committee Director
Not only is the event great as a whole, we are excited to announce the Powered by NexGen sessions at Symposium. We want to see anyone who is interested in the topic at these sessions. These are not exclusive to NexGen members but rather put on by the NexGen group to engage all attendees in interesting and new topics.
Town Hall – Monday, October 20 @ 9:50 am
Join us for an open forum discussion and learn about plans for our Minnesota local chapter of NexGen. If you have a question for the group, bring it with. We will have a variety of leaders in attendance to answer questions or share information.
Presentation scheduled for – Monday, October 20, 2:10 pm
Anticipated CE: 1 CLE, Approved CE: 1 NASBA/CPE
Denied or NO CE: MN insurance, ND insurance, WI insurance, CIMA
25 Technologies under $25/month with Alan Moore, MS, CFP®
This fast paced presentation goes through 25 free or inexpensive applications you can use to transform how you run your business. Join Alan for the fast paced presentation that will introduce you to technology that will forever change the way you do business.
Presentation scheduled for – Tuesday, October 21, 11:40 am
Anticipated CE: 1 NASBA/CPE, 1 CLE
Denied or NO CE: MN insurance, ND insurance, WI insurance, CIMA
Insure Your Legacy and Value – The Case for a (Junior) Partner with Aaron Hasler
This presentation focuses on controlling growth by investing in the succession plan/vision and boosting enterprise value. Techniques for growth focus on investing in a Junior Partner and reducing the practices dependency on the lead advisor to increase client continuity with the business, not the individual.
Register Today...Early Bird Pricing ends July 31st: www.FPAMNSypmosium.org
FPA - Connect
