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DTSTART:20150416T123000Z
DTEND:20150416T140000Z
LOCATION:Midland Hills Country Club
UID:1083020150416T123000ZCOMBINED Minneapolis and St. Paul Breakfast Meeting
DTSTAMP:20260416T104606Z
DESCRIPTION:\nUnfortunately, our speaker for the 4/16/15 breakfast meeting needed to cancel. The program has been changed to: \n \n \n“Flaws in Beneficiary Designations & the Use of Per Stirpes”\nJon Scharlau, CFA, CFP & Joe Larkin, CLU, ChFC\n \nJoe  will discuss common beneficiary errors at inception, problems that develop later as well as recent court cases and their outcomes.\n \nJon will address the varying definitions of Per Stirpes used by different financial institutions on their beneficiary designation forms vs. MN state law (a derivation of representation) and how it can be an important nuance in certain client cases. Jon came across this issue with a change in the beneficiary form used by Schwab and we had to evaluate using Per Stirpes or not utilizing it.\n\nIf you need to cancel your reservation, email us immediately.\n If you wish to register, email and we'll try to fit you in...first-come, first-served.\nadmin@twincitiesfepc.org\nJGangl@eidebailly.com\n \nTHURSDAY JOINT MEETING\n Registration and Breakfast: 7:30 am \nSpeaker Begins: 8:00 am  \nMeeting Ends: 9:00 am \n \n[DETAILS LINK](http://www.cvent.com/d/7rq1vj)\n \nRSVP by April 10th, 2015\n
SUMMARY:COMBINED Minneapolis and St. Paul Breakfast Meeting - Twin Cities Estate Planning Council 
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DESCRIPTION:Reminder
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