SYMPOSIUM SPEAKER – November 3, Suzette Rothberg, CFP®

REGISTER NOW Elite Engagment Presentation Scheduled for Tuesday, 12:40-1:35 pm Pending CE Approval: 1 CIMA, .75 CLE Stnd Approved CE: 1 CFP, 1 NASBA/CPE NO CE: 1 MN insurance, 1 WI insurance Advisors understand that strong client relationships fuel a

SYMPOSIUM SPEAKER – November 3, Jill Schlesinger, CFP®

REGISTER NOW! Main Room: How Not to be a Lousy Investor or Investment Advisor Presentation Scheduled for Tuesday, 3:40-5:10 pm Anticipated CE: 1.5 CFP, 1.5 NASBA/CPE, 1.5 MN insurance, 1.0 WI insurance, 1.5 CIMA, 1.5 CLE And meet in person:

SYMPOSIUM SPEAKER – November 3, Michael Kitces

REGISTER NOW! Main Room: Applying Behavioral Finance In Your Financial Planning Practice Presentation Scheduled for Tuesday, 9:40-10:30 am Anticipated CE:  1 CFP, 1 CIMA, 1 NASBA/CPE, 1 MN insurance Breakout Session: To Roth or Not to Roth Presentation Scheduled for

SYMPOSIUM SPEAKER – November 3, Robert Keebler, CPA, MST, AEP

REGISTER NOW! Best Income Tax Strategies for Financial Professionals With the introduction of the 3.8% net investment income tax (NIIT), 20% capital gains rate, 39.6% income tax rate, and personal exemption and itemized deduction limitations, America has shifted from a

SYMPOSIUM SPEAKER – November 4, Jaylene Howard, CFA, CAIA

REGISTER NOW! Presentation Scheduled for Wednesday, 11:55 am – 12:50 pm Anticipated CE: 2 CFP, 2 CIMA, 2 NASBA/CPE, 2 MN insurance Wednesday, November 4th, Luncheon Keynoter – Women: Wired to Invest Women: The growing opportunity Why women may be

SYMPOSIUM SPEAKER – November 4, Tim Kochis

Mark your calendar and save the dates:  November 3-4, 2015 Watch for Registration Link – Coming Soon. Presentation Scheduled for Wednesday, 1:15-3:25 pm Anticipated CE:  2 CFP, 2 CIMA, 2 NASBA/CPE, 2 MN insurance Managing the Complexities of Executive Compensation

SYMPOSIUM SPEAKER – October 21st, Economist Panel

Submitted by Bob Callahan – Committee Member Presentation Scheduled for Tuesday, 1:05 – 2:55 pm Approved CE: 2 CFP, 2 NASBA/CPE, 2 MN & WI insurance, 2 CIMA 2 hours of ND insurance is available if also attending Year End

Pre-Register Now for Photo Booth at Symposium

Why is it important to have a professionally photographed portrait for your company’s marketing? For the same reason you might hear a prospect say “I don’t need professional financial planning help, I am doing just fine on E-trade.” The answer

SYMPOSIUM SPEAKER – October 21st, Jerry Webman

Presentation Scheduled for Tuesday, 1:05 pm PENDING CE: 2 MN insurance Approved CE: 2 CFP, 2 NASBA/CPE, 2 WI insurance, 2 CIMA 2 hours of ND insurance is available if also attending Year End Tips and Tax Strategies (Total 6

SYMPOSIUM SPEAKER – October 21st, Shari Harley

Presentation Scheduled for Tuesday, 11:40 am Anticipated CE:  PENDING APPROVAL CE: 1 CFP Approved CE: 1 NASBA/CPE, 1 CLE LOM Approved CE: Denied or NO CE: MN – ND – WI insurance, CIMA Where Did My Clients Go? Get More