Thursday, June 7, 2018

Retirement Portfolio Income Strategies

Topic: Retirement Portfolio Income Strategies
Speaker: Scott Oeth, CFP ®, ChFC, MSFS, Principal, Wealth Management | Cahill Financial Advisors
Bio
Syllabus
Time:
11:00 AM Sign-in/Networking
11:15 AM Lunch Buffet Open
11:30 AM Welcome/Announcements
12:00 PM - 1:30 PM Presentation
Location:
Midland Hills Country Club, 2001 Fulham Street, Roseville, MN 55113
CE Credits:
This educational offering is APPROVED by the Minnesota Commissioner of Commerce as satisfying 1.5 hours of standard classroom credit toward continuing insurance education requirements.
CFP: 1.5 hours standard credits APPROVED.
CLE: 1.5 hours Standard credits APPROVED.
A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)
Menu:

Buffet Selection: Build your own soup & salad bar featuring warm grilled chicken breast, shrimp, and a variety of salad bar additions, plus cookies!

FSP Members: $35.00 (Registration after 6/4/18 $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 6/4/18 $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 6/4/18 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 6/4/18 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.