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Finaroo | Speakers

FSP Twin Cities and NAIFA Minnesota are excited to announce Finaroo 2022 keynote speaker Austin Hatch.
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"We are not defined by our circumstances; I believe we can be defined by how we choose to respond.”  ~Austin Hatch

My path to helping others overcome adversity started with a devastating twist of fate. In my early years, my childhood was one that most would dream of – filled with youth sports, family dinners, and milkshakes before bed.
Then, at the age of 8 years old, a tragic plane crash claimed the lives of my mother, sister, and brother. My father was left severely injured. My own physical injuries were minor, but the emotional pain of losing my mom and siblings at such a young age was devastating.
Even then, I understood the importance of continuing to live a life fueled by positivity and optimism in my family’s honor. The bond my dad and I shared grew stronger and we were each other’s reason to keep going.
By G.R.I.T and determination, this young man’s story will impact you personally and professionally.




Finaroo Speakers

Event Agenda | Click Here
Keynote Speakers
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Austin Hatch | austin-hatch.com/meet-austin/
Presentation Topic: ​Overcome It
​No CE Available
​​

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Bryon Holz, CLU, ChFC, LUTCF, LACP
NAIFA President-elect
​
Presentation Topic: ​Sowing the Seeds of Love: Building a Legacy through Multigenerational Education and Awareness | State of NAIFA
Bio | Syllabus
​1 Credit CE MN Insurance & CFP APPROVED.
​MN CLE Pending.

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​​Kathleen W. Bilderback, JD, LL.M., AEP
​FSP Immediate Past President

Presentation Topic: Beyond the Basic Buy-Sell: It’s More than Just Cross-Purchase or Redemption​
Bio | Syllabus
​​1 Credit CE MN Insurance & CFP APPROVED.
​MN CLE Pending.

Breakout Session Speakers

​Two breakouts with 4-5 speaker/topic options each session. Possible 4 CE credits by attending the full day.
Check back as we add speaker topics, descriptions, and speaker bios for you to review and decide which sessions are of interest!
Stuart Bear, ​Esq.
Elizabeth Henry, Esq.
Francis Rondoni, Esq.

Panel Discussion: It’s Mine Because Mom Liked Me Best: How to protect the estate plans of clients, family members, and friends from undie influence and exploitation arising from diminished mental capacity
Bio | Syllabus | ​​​1 Credit CE MN Insurance & CFP APPROVED.
​MN CLE Pending.
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Ross Bernstein​
​Presentation Topic I: The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World
Presentation Topic II: Wearing the C: Leadership Lessons from the Greatest Captains and Coaches in Sports
Bio | Syllabus Topic I | ​For topic #1: 1 Credit CE MN Insurance & CFP APPROVED. MN CLE Pending. 
​No CE topic #2

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Pete Deavan
Presentation Topic: 
Economic Updates and Market Outlook
Bio | Syllabus | ​​​1 Credit CE MN Insurance & CFP APPROVED.
​MN CLE Pending.

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Ron Linneman
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Presentation Topic: Stacked against employers and employees: why the health insurance system is broken and what can be done about it
Bio | Syllabus | ​​​1 Credit CE MN Insurance & CFP APPROVED.
​MN CLE Pending.

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Dyanne Ross Hanson, CLU, CFP, ChFC, CEPA
​Presentation Topic: Exit Planning: A Guide to the Process​
Bio | Syllabus | ​1 Credit CE MN Insurance & CFP APPROVED.
​MN CLE Pending.

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Hank Shea, J.D. 
Presentation Topic: Top 10 List: Lessons Learned from White Collar Crime
Bio | Syllabus | ​​1 Credit MN Insurance Ethics CE Approved.  MN CLE Pending. No CFP.

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Michael Sir, RHU
​Presentation Topic: How To Become a Highly Effective DI Producer
Bio | Syllabus | ​​​​1 Credit CE MN Insurance & CFP APPROVED.
​MN CLE Pending.

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Cozy Wittman
Presentation Topic: 
Significant new FAFSA and financial aid changes
Bio | Syllabus  
​| ​​1 Credit CE MN Insurance & CFP APPROVED.
​MN CLE Pending.

Copyright 2022 Finaroo
  • Agenda
  • Speakers
  • Sponsors
  • Sponsorship
  • Finaroo Handouts