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SYMPOSIUM BREAKOUT – October 11, Jeff Lanza – Hoodlums to Hackers: How criminals get our information and what we can do to stop them

REGISTER NOW and save $100 Presentation Scheduled for Tuesday, 10:55-11:45 AM. Pending CE Approval: 1 CFP, 1 MN insurance, 1 WI insurance, 1 CIMA, 1 NASBA and .75 CLE Stnd Freezing Your Credit Reports Following a recent presentation, I learned

SYMPOSIUM BREAKOUT – October 10, Matt Cosgriff – Why Intrapreneurship is the Key to the Future of the Wealth Management Industry

REGISTER NOW and save $100 Presentation Scheduled for Monday, 2:30-3:30 PM. Pending CE Approval: 1 NASBA NO CE: CFP, WI insurance, MN insurance, CLE, CIMA Wealth management firms face numerous challenges in the coming decades. The headwinds include the aging

SYMPOSIUM SPEAKER – October 10, Deirdre Van Nest – How to Get More Warm Leads in One Hour Than Most Get In One Month

REGISTER NOW and save $100 How to Get More Warm Leads in One Hour Than Most Get In One Month Presentation Scheduled for Monday, 11:10-12:10 pm Anticipated CE: 1 NASBA/CPE, 1 CLE Prof Dev NO CE: 1 CFP, 1 MN

SYMPOSIUM BREAKOUT – October 11, Michael Finke – Retirement Living: A New Perspective on Retirement Income Planning

REGISTER NOW and save $100 Presentation Scheduled for Tuesday, 1:50-2:40 pm Pending CE Approval: 1 CIMA, .75 CLE Stnd Approved CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance Predicting the future is fraught with many assumptions; retirement

SYMPOSIUM BREAKOUT – October 11, Deb Newman – Bringing Clarity to the Long Term Care Discussion

REGISTER NOW and save $100 Presentation Scheduled for Tuesday, 1:50-2:40 pm Pending CE Approval: 1 CIMA, .75 CLE Stnd Approved CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance The only constant in long term care insurance seems

SYMPOSIUM BREAKOUT – October 10, Gina Pellegrini – The Client Base Advantage

REGISTER NOW and save $100 Presentation Scheduled for Monday, 1:10-2:10 pm Anticipated CE: 1 NASBA/CPE, 1 CLE Stnd NO CE: CFP, MN insurance, WI insurance, CIMA Are you working your client base efficiently — or do you cherry pick? By

SYMPOSIUM SPEAKER – October 10, Nathan Dungan – Journey to Financial Wellbeing

REGISTER NOW A Journey to Financial Wellbeing: Reframing Your Client Relationships Presentation Scheduled for Monday, 9:50-10:50 am Pending CE Approval: 1 CFP, 1 NASBA/CPE, 1 CLE Stnd, 1 CIMA, 1 MN insurance NO CE: WI insurance Too often, the consumer

Symposium Photo Shoots Are Back in 2015

At our 2015 Symposium, we’re bringing back another great benefit for you! Preregister by October 31 and save 10%. Why is it important to have a professionally photographed portrait for your company’s marketing?  For the same reason you might hear

SYMPOSIUM BREAKOUT – November 4, What Gives? The How, When, and What of Charitable Giving

Register Now and save $100 Presentation Scheduled for Wednesday, 1:15-2:15 pm Pending CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance, 1 CIMA, 1 CLE Standard Your clients already have charitable interests, passions, and the desire to create

SYMPOSIUM BREAKOUT – November 3, ERISA Fiduciary Overview

Register Now and save $100 Presentation Scheduled for Tuesday, 2:00-3:00 pm Pending CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance, 1 CIMA, 1 CLE Standard During the Financial Planning Association of Minnesota Symposium on November 3, the


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