Financial Professionals

Chapter events

Chapter meeting
+ MN Ethics
July 16

Golden Valley Country Club
Everyday Ethics with Case Studies - 2 MN Insurance Ethics CE only for this session
8:30 - 11:00 am

Presenters: John Comer, CFP® & Matt Boos, JD

No matter what financial services discipline you specialize in, ethics plays a substantial role. That’s why it’s important to periodically strengthen your framework for recognizing and resolving ethical dilemmas. After attending this educational program, you’ll come away with an increased awareness of the ethical issues facing the industry and a foundation for supporting ethical decision-making skills.

RSVP by July 15, 2019

Estate Planning to Protect Your Online Life After Death
11:30 am - 2:00 pm

Presenter: Natalie Banta

Hardly a day goes by where we do not create, use, or purchase a digital asset. We write emails, post pictures, upload documents, and buy digital books, music, or videos. But what happens to these assets when we die? The laws controlling digital assets after death have been evolving for the last decade and have not been frequently challenged. This session will provide insight on how to estate plan for these digital assets under current law. It will explore the scope and nature of digital assets and the different ways to plan for different kinds of assets. It will discuss privacy rights after death and how to protect privacy after death in the digital realm. Participants will understand the history of digital asset planning and the context of digital assets in American succession law as a whole. Participants will learn how to conduct a digital asset interview and engage in digital asset planning for their clients, themselves, and minors.

RSVP by July 15, 2019

Thanks to our July Host & Platinum Partner:
Charles Schwab

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