Minnesota Annual Meeting

  • 10/19/2022
  • 8:00 AM - 5:00 PM
  • Catholic United Financial
Registration Coming Soon

Continuing Education Day 

Wednesday, October 19th  


8 hours of Minnesota continuing education! (Pending Approval)

Join together with fraternal insurance professional colleagues for a complimentary CE session!  (a member benefit for fraternal advisors/ agents)

Catholic United Financial

3499 Lexington Avenue North

Arden Hills, MN


8am Estate Planning and Medical Assistance Planning 101 for Financial Professionals

By Rachel Schromen, Schromen Law, LLC 

Learn crucial issues related to your clients’ financial and estate planning intentions, both during life and after.

  • What happens when there is no estate planning
  • The main differences between trusts and wills 
  • The basics on trusts and estate planning for special needs children, and/or issues related to addiction/mental health
  • Identify client needs and issues so you can guide them toward the necessary legal path
  • What you need to know about estate tax
  • The importance of health care directives and powers of attorney 
  • When clients should think about strategic planning for medical assistance for long term care
  • How can clients protect and preserve assets when long term care costs are a concern 


10:30am    Make or Break Client Conversations

By Mary Schmid, MBA

  1. The Neuroscience of Conversations
  2. Foundations of High Trust
  3. 7 Principles to understand to masterfully lead clients to fulfilling money decisions Conversation


1pm-5pm  Entertaining Ethics  (4 hours MN insurance CE; qualifies for Ethics requirement)

By Renee E. Bryan   

  • The double meaning is intended: This course “entertains” the concept of ethics
  • Includes class discussion of a wide variety of “entertaining” ethical dilemmas
  • Answers some questions: “What is truly ethical?”