• May Member Meeting: Strategic Planning: Vision, People, and Your Organization

    Steve Andres, husband and father of three boys, is a Professional EOS Implementer with EOS Worldwide; specializing in helping business owners and entrepreneurs get more of what they want from their business. Steve's experience and education include 15+ years of business ownership including 10 retail locations and 40 employees, 10+ years running a business on EOS, and a Degree in Business Administration.

    EOS, the Entrepreneurial Operating System®, is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs around the world get what they want from their businesses. Implementing EOS will help you and your leadership team get better at three things: 1. Vision - Get everyone in your organization 100% on the same page with where you’re going and how you plan to get there. 2. Traction - Instill focus, discipline, and accountability throughout the company so that everyone executes that vision – every day. 3. Help your leaders become a more cohesive, functional, healthy leadership team.

    The presentation will include a review of the six key components of any business and the EOS tools used to strengthen those components. The primary focus is on the people component and the tools used to attract and manage people based on organizational core values.

    See the Events Calendar for meeting dates.
  • It's a DUO! Retirement and Long-Term Care Planning

    • Share:
    Name: It's a DUO! Retirement and Long-Term Care Planning
    Date: June 9, 2022
    Time: 11:30 AM - 1:00 PM CDT
    Registration: Register Now
    Event Description:

    LAHRA is happy to announce we have a duo presentation on Retirement and Long-Term Care Planning! 

    Retirement Planning: Unique Benefit Plans for Business Owners and Key Employees with David Soczek, National Benefits Group, LLC

    Presentation will include case studies of common issues an solutions
    - Retention of key employees
    - Assisting owner and key employees who are limited in traditional company sponsored
    retirement plans


    Background on David: 
    - 29 years in the Financial Service Industry. The last 26 years focused on assisting companies of all
    sizes with non-qualified plans and key employee/owner benefits
    - Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
    - Member of FINSECA and Society of Financial Service Professionals
    - Graduate of Minnesota State University Mankato with a degree in Finance and an Accounting minor.
    - Resides in the northern suburbs of Minneapolis with his wife Janet and two daughters, Samantha
    and Sydney. Janet and Samantha also work at National Benefits Group.


    Long-Term Care Planning: What Employers need to know about Long-Term Care with Shane Van Patten, E4 Insurance Services

    - Large Population of aging people (Baby Boomers)
    - Lack of planning by these Baby Boomers & High costs for Long-Term Care have resulted in many families (employees) caring for these again family members
    - This creates a significant impact on the employee and their workplace
    - Employee productivity, availability, stress and mental health 
    - Washington Care Funds (Payroll Tax to fund State LTC program)



    Background on Shane: 
    - 16 years in the Financial Service Industry
    - Specialized in Life Insurance, Long-Term Care Insurance & Disability Insurance
    - Instructor for the Certification in Long-Term Care (CLTC) designation
    - Graduated from the University of Mary (Bismarck, ND) with degrees in Business Management & Exercise Physiology
    - Resides in St. Paul, MN with wife and (2) crazy boys (Ages 4 & 7)


     

    Location:
    Prairie Bay 
    15115 Edgewood Dr N
    Baxter, MN 56425


    11:30-12:00 Networking. Meeting starts at noon.
    RSVP by Friday, 6/3/2022.
    Date/Time Information:
    Thursday, June 9, 2022

    11:30am - 1:00 pm 

    Advance Registration Is Required! 
     
    Contact Information:
    Kaylene Madsen
    Fees/Admission:
    Free for paid members
    1st time guests interested in LAHRA - No charge
    Guests - $25.00
    Registration is required for this event.

     
    Professional Development Hours:
    1
    Continuing Education Units:
    1
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