Joint meeting with Exit Planning Institute: HR 1: The Psychology of Owner Exits with Presenter Kalli Matsuhashi, MA, LP
HR 2: Exit Planning - A Guide to the Process with Presenter Dyanne Ross-Hanson CLU, CFP® ChFC CEPA followed by Special Ethics Session: Ethical Challenges 2017 with Presenter Dan Candura, CFP® - 10:15 am - 12:15 pm; 2 hours of Ethics CE for the following designations: CFP, CIMA, NASBA/CPA, MN insurance; 2 hours standard for CLE.
Thanks to our April Host & Platinum Partner:
Mairs & Power Funds<