Lunch & CE | March 6, 2025 | Hybrid Format

Description

Topic: AI for Advisors
Presenter: Thomas Morgan CLF®, Vice President of Life Development
American Senior Benefits
Topic Description: See Syllabus 

Time:    
11:30 AM Attendee arrival (In-person)
12:00 PM Lunch served (In-person) and virtual attendees login.
12:10 PM Welcome and announcements
12:30 PM CE Presentation
1:30 PM Meeting ends

Menu: Grilled Top Sirloin Steak (6OZ) Served with Wild Mushroom Demi-Glace (GF/DF), Whipped Yukon Gold Potatoes (GF), Amaretto Glazed Mini Carrots (GF). Warm rolls with butter, regular coffee, decaf and hot tea. Cookies.

Attendance Fees: (No pricing difference for in-person or Virtual attendance.)
All Attendees: $25
Sponsors: Per benefit package

Refunds: No refunds for cancellations received after 2/28/2025 or for no show attendees.

CE Credits: This educational offering is APPROVED by the Minnesota Commissioner of Commerce as satisfying one hour of STANDARD classroom and virtual credit toward continuing insurance education requirements.
CFP: 1.0-hour Standard credit APPROVED.
CLE: 1.0-hour Standard credit APPROVED.

A certificate of attendance is available for individuals requesting PRP (Professional Recertification Program – formerly PACE) credits.

Who Should Attend: Estate planners, financial planners, investment advisors, insurance producers, retirement counselors, CPAs and JDs.

Level of Educational Complexity: Overview