Course Library

Business owners often seek to effect a change of residency from Minnesota. This session will go over Minnesota residency law and outline areas where business owners often run into issues.

In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all senior living options ...

This course explores the growing importance of Medicare planning as a core component of financial advising, driven by an aging population and evolving retirement needs. Participants will gain insight ...

The advancement of technology continues to shift the value and future of financial advice towards the human side of money. Yet, most advisors have never honed this skill set. There is no training on h ...

Discover strategies for maximizing your business’s value and navigating the critical decision of whether to grow or exit. Discover how to maximize your life’s work, whether you choose to hand the rein ...

Healthcare ranks on top of the list as a big worry for clients as they approach retirement. In this session, Dr. McClanahan will share her checklist of preparing clients for their healthcare and insur ...

The Guide to Markets provides an effective framework for understanding the global market and economy.  This quarterly-updated presentation is aimed to educate financial professionals on developments w ...

Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws.

The presentation will begin with a quick review of how CRT's work before discussing when and where CRT's make sense, and how planners can work with professionals to get CRT's formed.  The presentation ...

This live presentation is approved by the Certified Financial Planner Board of Standards, Inc. and fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professiona ...

The high-pressure world of financial services demands constant focus, adaptability, and decision-making—often at the expense of personal well-being. This session explores the root causes of burnout in ...

With a growing elderly population, there is an increase in people needing long-term care. Learn how people pay for long-term care, what happens if someone runs out of money to pay for long-term care, ...

This program will demonstrate to members of the financial services industry how to have conversations with clients regarding charitable and generosity plans. In addition, we will discuss involving fam ...

Investors with highly appreciated securities can feel stuck between diversifying and triggering unwanted taxes. With U.S. market valuations near historic highs, and the potential for portfolios to be ...

Effective January 1, 2025, all Investment Adviser Representatives (IARs) registered in Minnesota are required to complete 12 hours of continuing education (CE) annually to maintain their registration. ...

Have you ever wondered how other financial planners would work with a client? In this meeting we will explore a case study with panelists and give you an opportunity to discuss with others in attendan ...

Finding the right match for your client/ donor by grasping and varied account features  Surprising things donors and their heirs can do with a DAF during life and afterward A deep dive into the types ...

Understanding how our brains process information is important when formulating financial plans and investment portfolios. Every client is different, but by using behavioral finance we can help our cli ...

This session with highlight Capital Group's 2025 outlook on the markets and the economy Through participating in this session, attendees will learn:  1. Macro perspective on the markets and economy  2 ...

A look at how to diversify your income during retirement using advanced concepts to help hedge against the potential healthcare costs. We will analyze a case study and make adjustments to how we are d ...

Discover strategies for maximizing your business’s value and navigating the critical decision of whether to grow or exit. Discover how to maximize your life’s work, whether you choose to hand the rein ...

Nearly 90% of clients expect their financial advisor to help them navigate charitable planning, yet only 5% of advisors feel “very confident” in advising clients on philanthropy. This workshop, featur ...

We find that charitable remainder trusts are one of the most powerful and adaptable types of planning tools out there, but many people don't understand them. We'll go through case studies from our yea ...

The program involves a panel discussing the historic antitrust class action verdict rendered last year in Burnett v. National Association of Realtors et al. and the nationwide settlement reached with ...

This workshop provides a framework for understanding the Four Phases of Retirement which almost every retiree experiences but about which there has been little discussion or understanding so far in re ...

Ethics CE: CFP Board’s Revised Code and Standards Interactive Poll - Group Demographics Interactive Poll - Group Experience Review 6 Learning Objectives 20 Minutes Learning Objective #1 UNDERSTAND THE ...

"Did you realize that every time you speak, you’re auditioning for leadership? This means it’s no longer enough to be the smartest or most skilled financial professional in the room. We’re in the Com- ...

"The U.S. Census Bureau predicts that by 2035, people over 65 will outnumber children under 18 for the first time in U.S. history. The number of workers 65 and older has quadrupled since the mid-1980s ...

"Do you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across multiple generations? If you answered YES, this session i ...

In this session, we will cover 10-15 essential income and estate tax topics that advisors can take back to their clients, ensuring they stay informed on the latest developments. In addition to tax-foc ...

Savina is going to discuss how Indexing is a Series of Active Decisions. The decisions made by Investors, Index Providers, and Index Managers. The differences in decisions made by active and passive m ...

"The money psychology of spending can tremendously affect our financial and life well-being. Harmful emotional and behavioral practices such as impulse, frivolous, and unaccounted-for spending can der ...

Explore the transformative potential of using AI in your marketing efforts while also navigating the potential risks and disadvantages. Learn how AI-driven strategies can enhance efficiency and engage ...

This presentation will help lift the fog on all those looming questions you & your clients have surrounding Medicare. 

Cybersecurity in 2024 is overwhelming, with many organizations reactively adding tools and hoping nothing goes wrong. How can you regain control of your IT security? While a one-time security assessme ...

"AI Basics: An introduction to AI, including its definitions, history, and common myths. It explains foundational concepts like machine learning, deep learning, and large language models (LLMs).  Adva ...

Funding healthcare costs and long-term care in retirement is a key concern for most Americans. Having to use retirement accounts for healthcare expenses stymies tax and income planning for retirees, w ...

Money, values, and cultures are human. Each individually and collectively contributes to people's unique identity. Are money values and cultures different, or is there a global humanity of money? Both ...

The traditional approach to liquidations in retirement is very straightforward: spend taxable dollars first, and let tax-deferred retirement accounts keep growing, because "no one" wants to pay taxes ...

Evan will present on common disputes that arise in wealth transfer litigation and how they have been resolved by Minnesota courts, highlighting what may be “red flags” for planners to help them forese ...

SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents.  New this year are rule ...

Each year, the volume of economic and market noise seems to increase, leading to many questions. Will there be a recession? Will inflation stay high? Why take risk when cash rates are so high? Will ge ...

The financial planning process is a valuable, but time-consuming, process. And the pressure of 'spending the time' to demonstrate the value is only amplified further as advisory firms grow a sizable b ...

There are many influencers in life, from athletic icons to social media influencers. Financial advisors need to transcend the perspective of being just an investment advisor and become their clients' ...

A mid-year update covering wide-ranging topics on investment markets, the economy and events, including why value struggled between 2010-2020 and an update on value since 2020.

Social Security is an essential component to the retirement planning process and understanding how to address a handful of key questions can go a long way towards helping clients make informed decisio ...

This session will provide an overview of investment themes fro Q2 2024. 

The Ins and Outs of Private Equity will take you through :  Today’s financial market landscape  Why people invest in private equity  What is private equity  How private equity works 

A look at how to diversify your income during retirement using advanced concepts to help hedge against the potential increase of taxes and inflation. We will analyze a case study and make adjustments ...

Clients who are unclear about money’s role in their lives may subconsciously use other people's behavior as a guide to making financial decisions, instead of consciously making choices based on their ...