Thursday, May 3, 2018
Navigating the New Fixed Income Markets
&
How Does the Tax Cut and Jobs Act of 2017
Affect Your Clients?

Hour I Presentation: Navigating the New Fixed Income Markets
Speaker: Paul Blomgren, CFA, Senior VP / Client Portfolio Manager, Nuveen
Bio
Syllabus
Case Study: How Does the Tax Cut and Jobs Act of 2017 Affect Your Clients?
Syllabus
Time:
11:00 AM Sign-in/Networking
11:15 AM Lunch Buffet Open
11:30 AM Welcome/Announcements
12:00 PM - 1:00 PM Presentation: Fixed Income Markets | Paul Blomgren | 1 CE
1:10 - 1:40 PM Case Study: Tax Cut and Jobs Act of 2017 | .5 CE
Location:
Dakota Lodge
1200 Stassen Lane, West St. Paul, MN 55118
CE Credits:
This educational offering is APPROVED by the Minnesota Commissioner of Commerce as satisfying 1.0 hours of standard classroom credit toward continuing insurance education requirements. PENDING .5 CREDITS
CFP: 1 hour standard credits APPROVED for the Presentation and 1 hour APPROVED for the Case Study.
CLE: 1.5 hours Standard credits: 1 hour APPROVED .5 hours PENDING.
A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)
Menu:

Buffet Selection:
Vegan/Gluten Free: Fresh Vegetable Ratatouille with Herb Basmatai Rice.
Mixed green salad with fresh berries and Baslsamic Vinaigrette. Multigrain and white rolls with butter. Herb green beans. Mashed baby red potatoes. Chicken Marsala: Sauteed chicken breast with mushrooms in a Marsala wine sauce. Cookies & bars. Water & coffee.

FSP Members: $35.00 (Registration after 4/30/18 $50.00)
Guest Pass: Each FSP member may invite two guests who may be interested in FSP membership, with no attendance fee, to an event or program between July 2017 - June 2018. Once a guest has attended, they should register as a non-member.

Members of an allied association (TCEPC, FPA, MAHU, NAIFAmn, WIFS): $35.00 (Registration after 4/30/18 $50.00)

Nonmembers after first free attendance: $50.00

Season Pass 2017: Prepaid attendance to all FSP-TC programs and events now  through June 2018

Diamond Sponsors: Free attendance for three
Platinum Sponsors: Free attendance for two

Gold Sponsors: Free attendance for one

Late Registration Fee: Registrations received after 4/30/18 will be charged $50.00

Walk-ins: $50.00
No Shows: Registered attendees will be invoiced for outstanding attendance fees even if they do not attend.

Cancellation Policy: No refunds will be provided for cancellations after 4/30/18 or for no-show attendees. All pay-at-the-door attendees will be billed whether they attended or not.
Handouts: A confirmation email will be sent the Tuesday prior to the Thursday program with links to handouts. No hardcopy handouts will be provided. Members may log into the "Member Section" of the Chapter website to download handouts for current and historic programs.