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!

Dr. Ashley Podrahsky
Katie Shuck

Fraud is changing faster than many of the controls designed to stop it. Artificial intelligence is making impersonation more convincing, social engineering more scalable, and fraudulent communications increasingly difficult to distinguish from legitimate ones.In this fireside conversation, Katie and I will examine what this changing threat environment means for insurance and financial services professionals. We’ll discuss AI-enabled fraud, business email compromise, account takeover, impersonation, social engineering, and the growing challenge of determining who—and what—can be trusted.We’ll bring both the cyber intelligence and broader cyber risk perspectives, focusing on what organizations are seeing today, where attackers are succeeding, and practical steps professionals can take to reduce risk, recognize threats earlier, and respond more effectively.

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.