This registration page may not work well in Internet Explorer. Please use a different browser to complete your registration.

Lunch & CE | April 2, 2026 | In-person

April 2, 2026 11:30 AM - 1:30 PM (CDT)

Description

Date: Thursday, April 2, 2026
Topic: Financial, Retirement and Estate Planning for Mortals
Presenter: Jeffrey W. Tegeler, CLU, ChFC, CFP® | Garrity, Tegeler and Varley Wealth Strategies, LLP
Description: This course explores the human dimensions of financial, retirement, and estate planning, complementing technical knowledge with insights from cognitive science, philosophy, and behavioral research. Participants will examine how cognitive abilities change with age and how these changes affect client communication and decision-making. The course introduces concepts such as deep work and flow to support more thoughtful, focused advising. It also reconsiders the meaning of retirement in today’s economy and explores how happiness, ethics, and life purpose intersect with planning goals. Practical tools and frameworks will help advisors deliver more holistic, client-centered advice across the lifespan.

Location: Midland Hills Country Club, 2001 Fulham Street, Roseville, MN 55113
Time:    
11:30 AM Attendee arrival
12:00 PM Lunch served
12:10 PM Welcome and announcements
12:30 PM CE Presentation
1:30 PM Meeting ends
Syllabus: Available soon
Menu: TBD
Attendance Fees:
All Attendees: $25
Sponsors: Per benefit package
Refunds: No refunds for cancellations received after 3/27/26 or for no show attendees.
CE Credits: This educational offering is PENDING by the Minnesota Commissioner of Commerce as satisfying 1.0 hour of STANDARD classroom credit toward continuing insurance education requirements.
CFP: 1.0 hour Standard credit  PENDING.
MN CLE (Legal): 1.0 hour Standard credit  PENDING.
A certificate of attendance is available for individuals requesting PRP (Professional Recertification Program – formerly PACE) credits.

REGISTRATION IS OPEN!

Pricing

Attendance Fees:
All Attendees: $25
Sponsors: Per benefit package

 
  

View Event

Contact Information

Name: Sandy Beeson
Phone: (651) 815-0668
Email: sandy.beeson@naifa-mn.org
We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.
{{ vm.EventInfo.ErrorMessage }}

Select Registration Options

Edit
{{vm.regWarningMessage}}
{{vm.regAlertMessage}}

Exhibitor Opportunities

Name Price Att Qty
{{ et.Name }}
{{ et.IncludedAttendeesCount }} {{ et.AttendeeRegType.RemainingPerType }} Remaining {{ et.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ et.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ et.Remaining }} Remaining
 Sold out

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available
{{ vm.stats.totalAttendeesCount }} Registered , {{ vm.OverallOverAmount() }} on Waiting List , {{ vm.OverallOverAmount() }} Over Limit
Name Price Qty
{{ rt.Name }}
{{ rt.IsMemberOnly ? ' (Members Only)' : '' }}
Limit: {{ rt.LimitPerPurchase }}
Included Attendees: {{ rt.AttendeesCountPerOneRegistration }}
{{rt.Price | currency }} {{rt.PriceAfterDiscount | currency }} {{ rt.Price | currency }}
{{ rt.RemainingPerType }} Remaining
{{ rt.RemainingPerType * -1 }} on Waiting List
{{ rt.RemainingPerType * -1 }} Over Limit

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Name Price Att Qty
{{ st.Name }}
{{ st.IncludedAttendeesCount }} {{ st.AttendeeRegType.RemainingPerType }} Remaining {{ st.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ st.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ st.Remaining }} Remaining
 Sold out
Continue

Registration Information

Edit

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Total: {{exhibitor.TotalPrice | currency}} {{ exhibitor.IsBenefit ? "- Included as a Benefit" : exhibitor.IsDiscounted ? "- Discounts have been applied" : ""}}
Exhibitor Directory
Primary Contact
Booth Information
Additional Information
Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Total: {{att.TotalPrice | currency}} {{att.DiscountMessage | localizeString:'['}}
A No Show fee is being assessed for {{fee.EventName}} on {{fee.EventStartLocalTimeString}}.
More Information Less information

Address

Phone

Additional Information
Event Sessions

{{slot.Name}}

{{$select.selected.SessionName}}
(full)
{{slot.SelectedSession.SessionDescription + (slot.HasFees ? " (Price: " + (slot.PriceTotal | currency) +")" : "")}}
Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Total: {{sponsor.Price | currency}}
Continue

Additional Items

Edit

{{(vm.EventInfo.Terms.Donation || "Fundraising") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description + (item.ShowMinimumPrice && item.MinimumPrice ? " (Min: " + item.MinimumPrice + ")" : "")}}
Continue

Complete Registration

Edit

Terms & Conditions

No Show Policy

{{ vm.EventInfo.EventSettings.NoShowPolicy }}

Enter Promo Code

Billing Contact

Registration Protection
This event is synced to a webinar so no confirmation email will be sent from GrowthZone.

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}