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

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!