HR1: Future of the Profession - 10 Key Trends to Prepare for
HR2: The Six Dimensions of Client Service
Presenter: Bob Veres
7:30 - 10 am
10:15 am - 12:15 pm; CFP® Ethics - New Standards for a Fiduciary World: Understanding CFP Board’s Revisions
Presenter: Dan Candura - 2 hours of Ethics CE for the following designations: CFP, CIMA, NASBA/CPA, 2 hours standard for CLE. No MN insurance credits for this session.
Thanks to our April Host & Platinum Partner:
Mairs & Power Funds