Twin Cities Chapter In-Person Event

April 16, 2024 12:00 PM - 1:00 PM
Bloomington, MN

Chapter Event Events ISCEBS

Preparing Your Employees for Retirement
Tuesday, April 16, 2024
12:00 - 1:00 PM CST

This course will untangle the intricacies of retirement guidance and planning for your employees. The discussion will highlight the various considerations for your employees’, including; stage of life, timeframes, imposed limits and proper financial structure.

Learning Objective:

  • Understand foundational principles for retirement planning.
  • Identify the key to retirement investments.
  • Understand difference in planning based on employees’ stage of life.

Our speaker will be Stephen Jans – Vice President of Wealth Management – NFP. 

Steve Jans is the vice president of the Wealth Management team for NFP’s Minnesota office and is also a financial advisor and the managing director of the Financial Wellness Division.

For more than 25 years, Steve has worked closely with businesses to design financial wellness programs for their employees. Steve looks to empower employees through unbiased education to help them effectively manage personal finances and retirement savings. He also works with individuals and families to help design investment strategies that support them as they move toward their financial goals.

A graduate of St. Cloud State University, Steve earned a degree in political science with a minor in economics. He holds his Securities Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam) registrations through Kestra Investment Services, LLC. He also holds Life, Accident and Health Insurance licenses.

Steve is actively involved in his community, coaching youth baseball and basketball. He also serves as the president of the St. Michael-Albertville Boys Basketball Association. Steve enjoys and cherishes the time he spends with his wife and three sons. Together, they enjoy golfing and spending time at their cabin.

Whether you are new to these plans or experienced, this is a session that will provide you a great wealth of information, insight and perspective. We hope you will join us for light refreshments, snacks and this important presentation!

Speakers

User Photo Unavailable | IFEBP

Steve Jans

Vice President, Wealth Management Team

NFP

Pricing

$40

Member

$60

Non-member