Continuing Education Day
Wednesday, October 19th
8am-5pm
8 hours of Minnesota continuing education! (Pending Approval)
Join together with fraternal insurance professional colleagues for a complimentary CE session! (a member benefit for fraternal advisors/ agents)
Catholic United Financial
3499 Lexington Avenue North
Arden Hills, MN
8am Estate Planning and Medical Assistance Planning 101 for Financial Professionals
By Rachel Schromen, Schromen Law, LLC
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
10:30am Make or Break Client Conversations
By Mary Schmid, MBA
- The Neuroscience of Conversations
- Foundations of High Trust
- 7 Principles to understand to masterfully lead clients to fulfilling money decisions Conversation
1pm-5pm Entertaining Ethics (4 hours MN insurance CE; qualifies for Ethics requirement)
By Renee E. Bryan
- 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?”
