Finaroo Speakers
Event Agenda | Click Here
![]() 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. |
![]() 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 SpeakersTwo 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. |
![]() 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 |
![]() Pete Deavan
Presentation Topic: Economic Updates and Market Outlook Bio | Syllabus | 1 Credit CE MN Insurance & CFP APPROVED. MN CLE Pending. |
![]() Ron Linneman
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. |
![]() 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. |
![]() 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. |
![]() 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. |
![]() Cozy Wittman
Presentation Topic: Significant new FAFSA and financial aid changes Bio | Syllabus | 1 Credit CE MN Insurance & CFP APPROVED. MN CLE Pending. |