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NAIFA Twin Cities 2018 December Member Meeting
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12/12/2018
When: Wednesday, December 12, 2018
2:30 -7:00 pm
Where: Town & Country Club
300 Mississippi River North
St. Paul, MN  55104
United States
Contact: Member Services
(651) 366-6091


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Agenda

2:30 pm – 3:00 pm Registration & Networking
3:00 pm – 4:00 pm BJ Hellyer, Northwestern Mutual
4:00 pm – 5:00 pm Thomas Parnell, JP Morgan
5:00 pm – 7:00 pm Cash Bar & Appetizers

Mental Toughness

By BJ Hellyer CLF, CLU, Northwestern Mutual

BJ HellyerBJ Hellyer, CLU®, CLF ®, Managing Partner of Northwestern Mutual – Twin Cities, shares his experience with and what it means to build Mental Toughness. Centered around Dr. James Loehr’s books Toughness Training for Life, The Power of Story, and Mental Toughness Training, this session is aimed to help you be a better version of yourself, overcome barriers and reach your Ideal Performance State. Through this engaging discussion, you’ll learn key steps to increase your ability to handle stress, manage energy, control your emotions, and incorporate consistency in your practice. These skills all contribute to your ability to reach the ideal mental state for peak performance. You’ll leave feeling energized and ready to act to become a more effective competitor and advisor.


4th Quarter Guide to the Markets Update

By Thomas Parnell, JP Morgan

A topical, timely insight into major current market themes. Illustration of market and economic histories, trends and statistics through clear, compelling charts and graphs to inform discussions with your clients to get them invested, stay invested, and invested for the long term.

Learning Objectives

  1. Addressing the major investment themes in the global capital markets
  2. Sharing insights into building stronger portfolios
  3. Learning how to use Guide to the Markets to inform clients on successful long term investing

Fees

Members: $35
Non-Members: $50

CE Credits

Thomas Parnell’s session is approved for 1 MN Insurance CE credit and 1 CFP credit is pending. BJ Hellyer’s session is pending for 1 MN Insurance CE credit and 1 CFP credit.


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 | Site Map

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