One-hour general insurance CE pending

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.

Deborah P. Reed is an experienced financial professional with nearly 50 years of experience in banking, financial services, insurance, accounting, and taxation. After spending 16 years in the banking industry, she became an Ameriprise Financial Advisor, a role she has held for more than 32 years. Deborah also serves as President of BGLAD, Inc., a tax preparation and accounting firm she has led for over 23 years.

Her professional credentials include Series 7, Series 63, and Series 65 licenses, a Life and Health Insurance License, the LUTCF (Life Underwriter Training Council Fellow) designation, Certified in Long-Term Care (CLTC) certification, and participation in the IRS Annual Filing Season Program (AFSP).

Drawing on decades of experience, Deborah provides clients with guidance on financial planning, investments, insurance, retirement strategies, and tax-related matters.

One-hour general insurance CE pending

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.

George Bain serves as Vice President of Reverse Lending Initiatives for Fairway Independent Mortgage Corporation, where he leads national education and outreach efforts focused on reverse mortgage solutions. Drawing on a career rooted in service—including time with the Canadian Armed Forces and the Calgary Police—George is passionate about helping financial professionals better understand how home equity can enhance retirement planning.

George mentors mortgage professionals, provides training for financial advisors, and promotes ethical, transparent lending practices across the industry. Through engaging presentations and practical education, he equips advisors with the knowledge and confidence to incorporate reverse mortgages into retirement income strategies when appropriate.

Dedicated to empowering both advisors and their clients, George's mission is to help retirees achieve greater financial flexibility, independence, and peace of mind through informed decision-making.

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!

Roger Grannis is a sales communications expert and professional speaker. For more than 30 years, Roger has helped organizations of all sizes increase revenue, improve client satisfaction, and launch new programs with great success.

Before founding GrannisGroup, in 2004, Roger spent seventeen years at Gartner, the world’s leading technology advisory firm. During his tenure, he built the firm’s Sales Training Academy, helping grow revenues from $32 million to $850 million.

Known for his energy, relatability, and humor, Roger is a TEDx speaker, the past president of the New England chapter of the National Speakers Association, and author of The Yellow Cake Principle: Your Recipe for Influence and Success.

One- hour of continuing education pending

Dr. Ashley Podhradsky serves as Vice President for Research and Economic Development at Dakota State University, where she leads initiatives that advance research, innovation, and cybersecurity partnerships. A nationally recognized cybersecurity leader, she has helped secure more than $26 million in competitive research funding while expanding workforce development and applied technology programs that benefit South Dakota and beyond.

Dr. Podhradsky co-founded CybHER®, a nationally recognized initiative inspiring young people to pursue careers in cybersecurity, and has led efforts such as Secure SD and the Digital Forensics for Cyber Enforcement Lab to strengthen cybersecurity across the region. She also serves on the boards of First Bank & Trust and SD Biotech and was appointed to South Dakota's Governor's Resilience and Infrastructure Task Force.

A frequent national speaker on cybersecurity, innovation, and workforce development, Dr. Podhradsky has received numerous honors, including recognition as a New America Cybersecurity Fellow, an AAAS IF/THEN Ambassador, and one of the Smithsonian's "IF/THEN Collection" women in STEM. She is a three-time graduate of Dakota State University.

Cole Cheeseman is a financial professional and owner of Cheeseman Financial Advisors with offices in Salem and Madison, South Dakota. In addition to helping individuals and families pursue their financial goals, Cole is actively involved in strengthening his community through business leadership and economic development. He currently serves as President of the Salem Area Chamber of Commerce, where he works with local businesses to promote growth and opportunity throughout the region. A lifelong South Dakotan, Cole is also active in amateur baseball and enjoys mentoring others both professionally and in the community.

On January 6th, 2015, Senator Marion Michael “Mike” Rounds was sworn into the United States Senate. Senator Rounds serves on five committees: Senate Appropriations; Senate Armed Services; Banking, Housing and Urban Affairs; Indian Affairs; and the Select Committee on Intelligence. Rounds previously served as the 31st governor of South Dakota from 2003 – 2011. From 1991 to 2000, he was elected five times to the South Dakota State Senate. In 1995, his colleagues selected him to serve as Senate Majority Leader, a position that he held for six years. During his time in state government, Rounds was committed to growing the economy, keeping taxes low and strengthening South Dakota families. A lifelong South Dakotan, Senator Rounds was born in Huron, the eldest of 11 children. He earned a bachelor’s degree in political science from South Dakota State University. In the private sector, Rounds built a successful insurance and real estate business with offices throughout the state. He resides in Fort Pierre and is the proud parent of four grown children and 11 grandchildren.