Description

Date: Thursday, May 1, 2025

Title: The Latest in Retirement Planning: Before, At and During 

Presenter: Steve Parrish, JD, RICP^®, ChFC^®, CLU^®, RHU^®, AEP^®
Professor of Practice , Scholar in Residence
The American College of Financial Services

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
2:00 PM PM Meeting ends

Menu: Walleye, parmesan breaded with lemon cream sauce, roasted baby red potatoes (GF/DF), green beans with peppers and onions (GF/DF). 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 4/25/2025 or for no show attendees.

CE Credits: This educational offering is APPROVED by the Minnesota Commissioner of Commerce as satisfying 1.5 hours of STANDARD classroom and virtual credit toward continuing insurance education requirements.
CFP: 1.5-hour Standard credits APPROVED.
CLE: 1.5-hours Standard credits 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