2008 Economist Panel2008 Symposium
VIRTUAL EDUCATIONAL SEMINARS
The virtual seminars are usually available within 4 days after the recorded presentation.  Please note, because this is recorded live, approximately the first 20 minutes of the Webinar will be updates for the Financial Planning Association of Minnesota and a short presentation from our Partner.  For the two hour sessions, there may also be a 10 minute break approximately 1.5 hours into the event. 

For those of you who hold the CFP® designation and wish to receive CE credit, you must complete and return the CE questions; 70% of the questions must be answered correctly. For Code of Ethics CE, 80% of the questions must be answered correctly.  These questions will be emailed once payment is received.  No MN CE is offered for these sessions.

THE ECONOMICS OF DEBT: Governments, Companies, and Households by Presenter Christopher Phelan
(1 CFP CE with successful test result)
Europe’s debt crisis is only the latest of many going back decades, if not centuries. Of course, the potential default of European government debts occurs amidst high default rates on household and business debts as well. Our first presenter, Christopher Phelan, will attempt to get to the basics of what economic theory and data has to say about debt, and what these basics can tell us about current events. He will discuss what economic theory has to say about why we see debt contracts and when we should expect debts to repaid. In particular, he will discuss why economists find it somewhat puzzling that we see as much repayment as we do, especially by governments. Mr. Phelan will conclude by discussing possible regulatory changes to help reduce the frequency and severity of such debt crises. Recording - January 17, 2012. Ranked 2.71 out of 4.0.

MONEY SANITY SOLUTIONS - A Blueprint for Extraordinary Multigenerational Client Engagement by Presenter Nathan Dungan
(2 CFP CEs with successful test results)
Families today are recognizing the need to pivot quickly as they deal with a changing financial landscape. More specifically, they need help to engage, educate and equip the next generation for a lifetime of financial opportunities and responsibilities. As a result, financial advisors have a unique opportunity to enhance and expand their relationships with multigenerational clients. Nathan will offer insight on how he is coaching multigenerational families to help them achieve their short and long-term goals. He will also discuss his work with advisors who are expanding their skill sets to better meet the needs of their clients.. Recording - December 20, 2011. Ranked 3.88 out of 4.0.

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