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DTSTART;TZID=America/Chicago:20260402T113000
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SUMMARY:Lunch & CE | April 2\, 2026 | In-person
DESCRIPTION:Date: Thursday\, April 2\, 2026\nTopic: Financial\, Retirement and Estate Planning for Mortals\nPresenter: Jeffrey W. Tegeler\, CLU\, ChFC\, CFP | Garrity\, Tegeler and Varley Wealth Strategies\, LLP\nDescription: This course explores the human dimensions of financial\, retirement\, and estate planning\, complementing technical knowledge with insights from cognitive science\, philosophy\, and behavioral research. Participants will examine how cognitive abilities change with age and how these changes affect client communication and decision-making. The course introduces concepts such as deep work and flow to support more thoughtful\, focused advising. It also reconsiders the meaning of retirement in today's economy and explores how happiness\, ethics\, and life purpose intersect with planning goals. Practical tools and frameworks will help advisors deliver more holistic\, client-centered advice across the lifespan.Location: Midland Hills Country Club\, 2001 Fulham Street\, Roseville\, MN 55113\nTime: \n11:30 AM Attendee arrival\n12:00 PM Lunch served\n12:10 PM Welcome and announcements\n12:30 PM CE Presentation\n1:30 PM Meeting ends\nSyllabus: Click here\nMenu: Cobb Salad mixed greens\, tomato\, chicken\, peppered bacon\, ham\, hard-boiled egg\, avocado\, chives\, blue cheese\, red wine vinaigrette\, plus a cup of soup\, and cookie for dessert.\nAttendance Fees:\nAll Attendees: $25\nSponsors: Per benefit package\nRefunds: No refunds for cancellations received after 3/27/26 or for no show attendees.\nCE Credits: This educational offering is APPROVED by the Minnesota Commissioner of Commerce as satisfying 1.0 hour of STANDARD classroom credit toward continuing insurance education requirements.\nCFP: 1.0 hour Standard credit APPROVED.\nMN CLE (Legal): 1.0 hour Standard credit APPROVED.\nA certificate of attendance is available for individuals requesting PRP (Professional Recertification Program formerly PACE) credits.REGISTRATION IS OPEN!
X-ALT-DESC;FMTTYPE=text/html:Date: Thursday\, April 2\, 2026
Topic: \;Financial\, Retirement and Estate Planning for Mortals
Presenter: \;Jeffrey W. Tegeler\, CLU\, ChFC\, CFP®\; | Garrity\, Tegeler and Varley Wealth Strategies\, LLP
Description: \;This course explores the human dimensions of financial\, retirement\, and estate planning\, complementing technical knowledge with insights from cognitive science\, philosophy\, and behavioral research. Participants will examine how cognitive abilities change with age and how these changes affect client communication and decision-making. The course introduces concepts such as deep work and flow to support more thoughtful\, focused advising. It also reconsiders the meaning of retirement in today&rsquo\;s economy and explores how happiness\, ethics\, and life purpose intersect with planning goals. Practical tools and frameworks will help advisors deliver more holistic\, client-centered advice across the lifespan.
Location: Midland Hills Country Club\, 2001 Fulham Street\, Roseville\, MN 55113
Time: \; \;
11:30 AM Attendee arrival
12:00 PM Lunch served
12:10 PM Welcome and announcements
12:30 PM CE Presentation
1:30 PM Meeting ends
Syllabus: \;Click here
Menu: \;Cobb Salad \;mixed greens\, tomato\, chicken\, peppered bacon\, ham\, hard-boiled egg\, avocado\, chives\, blue cheese\, red wine vinaigrette\, plus a cup of soup\, and cookie for dessert.
Attendance Fees:
All Attendees: $25
Sponsors: Per benefit package
Refunds: No \;refunds for cancellations received after 3/27/26 or for no show attendees.
CE Credits: This educational offering is \;APPROVED by the Minnesota Commissioner of Commerce as satisfying 1.0 hour of STANDARD classroom credit toward continuing insurance education requirements.
CFP: 1.0 hour Standard credit \;APPROVED.
MN CLE (Legal): 1.0 hour Standard credit \;APPROVED.
A certificate of attendance is available for individuals requesting PRP (Professional Recertification Program &ndash\; formerly PACE) credits.
REGISTRATION IS OPEN!
LOCATION:2001 Fulham St Roseville MN 55113
UID:e.4057.1407594
SEQUENCE:3
DTSTAMP:20260430T102114Z
URL:https://nationalassociationofinsuranceandfinancialadvisorsmn.growthzoneapp.com/event-calendar/Details/lunch-ce-april-2-2026-in-person-1663651?sourceTypeId=Hub
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