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Minneapolis & St. Paul November Member Meeting
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11/15/2017
When: Wednesday, November 15, 2017
10:30am-1:00pm
Where: Midland Hills Country Club
2001 Fulham Street
Roseville, Minnesota  55113
Contact: Member Services
(651)366-6091


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Online Registration will close at 11:59pm on Tuesday, November 14.
All registrations must be accompanied by full payment/purchase order to reserve your place at the event.

Register by Mail (PDF)


 

Agenda

10:30 – 11:00 am  Networking & Registration
11:00 – 12:00 pm  Jonah Smith: 401(k) Primer
12:00 – 01:00 pm  Lunch
12:00 – 01:00 pm  401(k) Primer Self Study Exam

401(k) Primer

Jonah’s presentation will include the following topics:

  • 401(k) Overview
  • Types of 401(k) Plans
  • Establishing at 401(k) Plan
  • Operating a 401(k) Plan
  • Fiduciary and ERISA Compliance

The second hour of the presentation is a review of the self-study exam. Please note, you must register twice for this event, once through NAIFA on this page and once through the John Hancock website. You must register no later than 2:00 pm CT on November 8, 2017. Once registration is complete you will be redirected to download and review your study material.

Jonah Smith, Regional Vice President

Jonah Smith, Regional Vice President, John Hancock

Based in Minneapolis, Minnesota, Jonah Smith, Regional Vice President, is responsible for sales and relationship development with financial representatives and plan consultants in eastern Minnesota and Eau Claire, Wisconsin. John Hancock is a provider of retirement plan products and services for qualified retirement plans focusing on the zero to $100 million market.

Jonah has acquired more than nine years’ experience in the financial services industry. He began as a John Hancock Retirement Plan Sales Associate in 2007 in Chicago. In 2009 Jonah received the Rising Star Award, given annually to a new Retirement Plan Sales Associate for outstanding performance.

Jonah was promoted to Regional Vice President in 2011. After exceeding his sales goals in 2011, 2012 and 2013, he became a member of the John Hancock Retirement Plan Services President's Club in 2013 as a Senior Vice President. Membership is awarded to Regional Vice Presidents who perform at the highest level annually and sustain that performance over multiple years.

Prior to joining John Hancock, Jonah was with Sterling, Inc. from 2004 to 2007 where he last served as Regional Manager.

Jonah earned a BA from The University of Iowa.

Fees

$25 for Members
$45 for Non-Members
+$10 if registering at the door/the day of

This session is included for season pass holders.

CE Credits

 

State Insurance Credit

State

Classroom Credit

Self-Study Credit*

Minnesota

No CE Credit

13

 

*To receive CE credit, you must take a correspondence self-study exam and receive a passing grade of 70% or higher.

 

Professional Designations

Designation

Classroom Credit

Self-Study Credit*

CFP

1

5

IMCA

1

5

 

Registration

You must register twice, once through NAIFA’s website via the link above and once through the John Hancock website at https://www.brokered.net/hancock/mn/.

 

You must register no later than 3:00 pm (Eastern Time) on November 8, 2017. Once registration is complete you will be redirected to download and review your study material.


PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.

Cancellation Policy: With written cancellation notice, received one week prior to the event, you will receive a refund, less a $10 processing fee. Cancellations the week of the event are non-refundable. Notice of cancellation must be faxed to the NAIFA-MN office. No-shows will not receive a refund.

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651)366-6091    Fax: (651)290-2266
    Email: naifa@naifa-mn.org

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