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Save the Date— 2019 APA Summit for Insurance and Financial Advisors
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 Export to Your Calendar 4/18/2019
When: Thursday, April 18, 2019
8:00am — 4:00pm
Where: Minneapolis Marriott Northwest
7025 Northland Dr N
Brooklyn Park, MN  55428
United States

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Agenda

8:00 - 8:45a Registration, Meet the Experts and Networking with Exhibitors
8:45 - 9:00a Welcome, Announcements, Advocacy Update
9:00 - 10:00a Opening Keynote - Jonah Stillman, GenZGuru
10:00-10:30a Coffee/Refreshments with Exhibitors
10:30 - 11:30a Breakout Session 1
HSA Legislation - Todd Berkley
Charitable Giving - Jim Silbernagel
Hiring the right person to grow your business - Valerie Oldre, SPHR
11:30 - 12:30p Breakout Session 2
Estate Planning - Stuart Barr
Group Benefits/Association Health Plans - Dwane McFerrin
business cases/deferred comp - Jordan Walker
12:30 - 1:30p Lunch Stations in Exhibit Hall
1:30 - 2:30p Breakout Session 3
A Nerdy Insight into Trusts and Annuities
Residency Wars - Masha Yevzelman, Fredrickson & Byron PA
2:30 - 3:00p Dessert with Exhibitors
3:00 - 4:00p Closing Keynote - Robert Pokorski, MD, Prudential
4:00p Conference Close
4:15p YAT/COI Happy Hour

Location

Minneapolis Marriott Northwest

7025 Northland Dr N, Brooklyn Park, MN 55428

Room Rate: $145
Cut-off date: Wednesday March 27th, 2019
Reservations can be made directly by calling (877) 303-1681 or (763) 536 8300 or via online

    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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