Lunch & Learn: Business Solutions Workshop, Fargo N.D.

20jun9:30 am1:00 pmLunch & Learn: Business Solutions Workshop, Fargo N.D.Steve Walker, VP of Institutional Accounts, E4 Insurance Services

Event Details

Do you want to add more value to your business clients? In this workshop, we will be discussing:

    • Planning tools available to your business clients including Informal Business Valuations and Buy-Sell Reviews
    • Executive Benefits Planning – using Guaranteed Issue Life Insurance to reward and retain top talent
    • Voluntary Life Insurance – 100% employee paid and owned that is guaranteed issue. A great benefit that a company can offer at no direct cost to the business


    • Steve Walker, E4 Insurance Services
    • Mason McKinnie, Principal
    • Maria Ocrant, Cincinnati


Please Register Prior to the Event:

Registration Code: 24592-864C4E54 (must include the dash when entering the code)

For ease of reference, the state/designation credits that were selected for your event, including the credit hours approved and monitor requirements are listed below. For the latest monitor and affidavit updates, click here:

 *No monitor requirement for any credit listed below:

  • Accredited Investment Fiduciary (AIF/AIFA/PPC) – 20 Credit hours
  • Certified Financial Planner (CFP) – 20.5 Credit hours
  • Investments and Wealth Institute (IWI/CIMA/CPWA/IMCA) – 20 Credit hours
  • North Dakota – 17 CE Credit hours ; 3 Ethics Credit hours

What to expect next:

  • For more information on how to track RSVPs in QuestTrak, click here.
  • Students will have access to complete the content online from now until the event date.  On the date of the event, the exam will be unlocked and available for your students to complete online.
  • Materials for your event will be available to download seven days prior to the scheduled date.
    Those materials will include: FAQs and copies of paper-based affidavits (if needed). For more information on where to access these materials, click here.

Location: DoubleTree by Hilton West Fargo

Presentations 9:30 AM – 12:00 PM

Lunch served from 12:00 PM – 1:00 PM

Sponsored by:

Principal Life & Cincinnati Life


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June 20, 2023 9:30 am - 1:00 pm


DoubleTree by Hilton, West Fargo ND

825 E Beaton Drive

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