Join together with your fraternal insurance professional colleagues for 8 hours of Minnesota continuing education

Mark your calendars!

Registration below.

Date / Time: Oct. 19th, 8 am to 5 pm

Total CE Credit: 8 hours

Sessions:

• Estate Planning and Medical Assistance Planning 101 for Financial Professionals
• Make or Break Client Conversations
• Entertaining Ethics

Location:

Catholic United Financial
3499 Lexington Ave North
Arden Hills, MN 55126
(Click for Map)

Schedule

8 am

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Estate Planning and Medical Assistance Planning 101 for Financial Professionals

Speaker: Rachel Schromen
CE Credit: 2 hours

Learn crucial issues related to your clients' financial and estate planning intentions, both during life and after.

• What happens when there is no estate planning,
• The main differences between trusts and wills,
• The basics on trusts and estate planning for special needs children, and/or issues related to addiction/mental health,
• Identify client needs and issues so you can guide them toward the necessary legal path,
• What you need to know about estate tax,
• The importance of health care directives and powers of attorney,
• When clients should think about strategic planning for medical assistance for long-term care,
• How can clients protect and preserve assets when long term care costs are a concern.

 

10:30 am

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Make or Break Client Conversations

Speaker: Mary Schmid, MBA
CE Credit: 2 Hours

• The Neuroscience of Conversations
• Foundations of High Trust
• Masterfully leading clients to fulfilling money decisions
• 7 Principles of the Science of Conversation
• Understanding the money archetypes

 

1 pm

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Entertaining Ethics

Speaker: Renee E. Bryan
CE Credit: 4 Hours (qualifies for Ethics requirement)

• The double meaning is intended -- this course "entertains" the concept of ethics,
• Includes class discussion of a wide variety of "entertaining" ethical dilemmas,
• Answers some questions: "What is truly ethical?"

 

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