Golden Valley Country Club
7:30 am - 10:00 am
The CFP Board acknowledges the impact of “Contextual Variables” in a client’s successful financial plan. John Gabos will dig into the impact these variables such as family status, life or professional stage and other life circumstances have on a client’s financial plan. This presentation will include strategies a financial planner can use to discover the presence of “variables” with the planner’s customers and prospects. Specifically, we will share the value of implementing a process and tool set for discovering, tracking and leveraging the relevant information to create better client outcomes.
Hr 2: Easiest Catch: Don’t Be Another Fish in the Dark ‘Net with presenter Mark Lanterman
You've read the headlines. Unfortunately, the question now is not if your information is going to be accessed or stolen, but when. Organizations are not immune to these attacks. In an effort to inform the attendees of current developments in the digital underground as well as provide realistic advice for cyber protection, Mark Lanterman will be discussing recent high-profile cyber crime events, including website breaches impacting retailers, banks, and government agencies. Mark will discuss particularly dangerous types of threats that might affect individuals involving the Dark Web, the Internet of Things, phishing, and Wi-Fi attacks.
Thanks to our November Host & Platinum Partner:
Jensen Investment Management
Minnesota State University, Mankato in Edina
5:00 -7:00 pm
Financial Planners are often working with clients in times of transition. Dr. Jackie Henry will be joining us to discuss effective communication strategies to use with clients to help them successfully navigate life transitions. Join us for a conversation to learn more about client adjustment to life transitions and learn communication skills to apply to your practice.
Minneapolis Convention Center