Buying or Selling a Practice: Tax, Entity, and Transition Considerations - Deb Reed, LUTCF, CLTC, AFSP

The purchase or sale of a professional practice involves important legal, tax, and business-planning decisions. This course examines common business entity structures, tax treatment options, asset allocation requirements, goodwill valuation considerations, and timing issues that can impact both buyers and sellers. Participants will gain an understanding of the professionals and planning strategies necessary to facilitate a successful ownership transition. - One-hour general insurance CE approved for South Dakota licensees.

Reverse Mortgage Loans: A Financial Planning Tool - George Bain

This 60-minute session explores how reverse mortgages can be a powerful tool in modern retirement planning. With retirees facing increasing financial uncertainty, advisors must understand all available options to help clients achieve long-term security. This course covers the fundamentals of reverse mortgages, common misconceptions, and how they can be used strategically alongside other retirement income sources. We’ll also examine research-backed strategies, long-term care planning, and how rightsizing to a new home can support aging in place—all while protecting client interests and empowering informed decision-making. One-hour general insurance CE approved for South Dakota licensees.

Your Recipe for Influence and Success- Roger Grannis

Want to have your cake and eat it too? The Yellow Cake Principle will show you how. Packed with practical strategies and sprinkled with humor, The Yellow Cake Principle delivers the key ingredients you need to connect, communicate, and gain agreement—without the usual stress. Ready to build stronger relationships, sharpen your conversation skills, and win more deals? Unlock the secrets that will transform your approach and satisfy your hunger for success. Warning: The Yellow Cake Principle has zero calories but will boost business performance!

Ashley Podrahsky

Cyber threats are constantly evolving—and financial professionals remain a prime target. In this timely session, nationally recognized cybersecurity expert Dr. Ashley Podhradsky will explore today's digital risks and the practical steps you can take to better protect your business, your clients, and your reputation. Drawing on her extensive experience in cybersecurity, digital forensics, and emerging technologies, Dr. Podhradsky will translate complex security issues into practical, actionable strategies that every advisor can understand and implement. Whether you're looking to strengthen your cybersecurity practices or simply stay informed about the latest threats, this session will provide valuable insights you can put to work immediately. Pending CE Approval.

Cole Cheeseman

Join rising industry leader Cole Cheeseman as he shares practical strategies, lessons learned, and the habits that have helped him build a thriving business at an early stage in his career. You'll leave with actionable ideas for attracting clients, developing your professional brand, and creating a roadmap for long-term success.The best time to build your future is today.

Senator Mike Rounds

Don't miss this opportunity to hear directly from U.S. Senator Mike Rounds as he shares insights on the issues shaping our nation and the policies impacting South Dakota, the economy, and the financial services profession. Senator Rounds will provide a Washington update, discuss current legislative priorities, and offer his perspective on the challenges and opportunities ahead. This is a valuable opportunity to gain firsthand insight from one of South Dakota's leaders and better understand the public policy landscape that affects your clients, your business, and your profession.