Farm and Small Business Succession Planning and Estate Equalization Concerns
Date: Tuesday, September 22, 2015
Time: 5:30pm - 7:00pm
Location: Marina Inn
Speaker: Thom Peterson
Thom Peterson
Professional Profile
Thom 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.
Thom is an active member of the Society of Financial Service Professionals. When not working, Thom enjoys reading, fishing,and golf.
Education
- Minnesota State University, Mankato MNBachelor of Arts; History
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC ®)
- FINRA Series 6 and 63 Licenses
SBG, Inc.
4800 Olson Memorial Hwy., Ste. 100
Golden Valley, MN 55422
Email: tpeterson@sbgroupinc.com
Direct: 763-404-7106
Fax: 763-404-8364
