DI GEEK- Disability Insurance Geek

If you’ve been engaged in financial services for some time, then you most likely know Jeff Tegeler, which also means you know his upcoming presentation at the NAIFA-MN Lunch & CE on April 2nd won’t be your typical CE.

Jeff is presenting “Financial, Retirement and Estate Planning for Mortals”—and if you’ve heard him speak before, you know he has a way of connecting the dots between technical planning and the bigger picture of how people actually live, think, and make decisions.

You’ll gain insight into:
How cognitive changes impact client decisions—and how to adapt your communication.
The role of deep work and flow in delivering more thoughtful, effective advice.
A modern perspective on retirement in today’s evolving economy.
How happiness, ethics, and life purpose intersect with financial planning.

Please join us and come say hello to Jeff, Thursday, April 2 for this compelling Lunch & CE program.
Topic: Financial, Retirement and Estate Planning for Mortals
Speaker: Jeffrey W. , CLU, ChFC, CFP® | Garrity, Tegeler & Varley Wealth Strategies, Llp
Midland Hills Country Club | Roseville, MN
11:30 AM arrival | Lunch at 12:00 PM | CE begins at 12:30 PM
CE: Approved 1 standard credit MN Insurance, CFP, and MN CLE (Legal)

Register today via the NAIFA-MN website calendar

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