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DTSTART:20150922T223000Z
DTEND:20150923T000000Z
LOCATION:Marina Inn
UID:1239320150922T223000ZFarm and Small Business Succession Planning and Estate Equalization Concerns
DTSTAMP:20260514T144204Z
DESCRIPTION:\n \nThom Peterson\n \nProfessional Profile\n \nThom has been in the insurance and financial services industry for over 36 years. He began his career as an agent for a large mutual company where he designed and managed their in-agency brokerage operation. Thom joined SBG in 2003 as an Advanced Planner, working with financial advisors to design insurance solutions for challenges of wealth transfer, business succession, executive compensation, and estate planning.\n \nThom is an active member of the Society of Financial Service Professionals. When not working, Thom enjoys reading, fishing,and golf.\n \nEducation\n Minnesota State University, Mankato MNBachelor of Arts; History Chartered Life Underwriter® (CLU®) Chartered Financial Consultant® (ChFC ®) FINRA Series 6 and 63 Licenses \n \nSBG, Inc.\n \n4800 Olson Memorial Hwy., Ste. 100\n \nGolden Valley, MN 55422\n \nEmail:  tpeterson@sbgroupinc.com\n \nDirect:  763-404-7106\n \nFax:       763-404-8364\n
SUMMARY:Farm and Small Business Succession Planning and Estate Equalization Concerns - Siouxland Estate Planning Council, Inc. 
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DESCRIPTION:Reminder
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