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How’s it going?
I’ve been getting that question a lot as we are already finished with a quarter of the year! I had high hopes for our chapter this year and so far it has been great progress and exciting to see the energy we have in our members. A major theme for the 2016 Board of Director's year is IMPACT. We have discussed the impact that FPA has on members, community and the profession and continue to keep that top of mind in the work being done. There have been great things so far this year that solidify the commitment that FPA of MN has to this focus. I wanted to highlight some of them.
President's Message
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- April 19, 7:30-10:00 am - Social Security Optimization and Retirement Income Planning with Presenter David Cechanowicz, JD, MSFS, CLU, ChFC
April 19, 10:15 am-12:15 pm - ETHICS: Financial Planner’s Ethical Dominance® with Presenter Jeff Rattiner, CPA, CFP, MBA, RFC. GVCC - R.S.V.P.
- April 21, 5:00-7:00 pm, FPA MN First Year Member Networking Social, Cowboy Jacks, 2801 Southtown Dr, Bloomington - R.S.V.P.
- May 17, 2:30-5:00 pm - Alternative Investing: A Key to New Possibilities with Presenter Kevin DiSano and 8 Insider Tips to Late Stage College Planning with Presenter Chris Wills. Followed by Networking Social from 5:00-6:30 pm. RSVP coming soon.
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - April 19, 7:30 AM
Social Security Optimization and Retirement Income Planning
Presenter David Cechanowicz, JD, MSFS, CLU, ChFC
Thanks to our April
Host & Platinum Partner |
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Registration and Details
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Financial Planner's Ethical Dominance® - April 19, 10:15 AM
10:15 AM- 12:15 PM
Presenter Jeff Rattiner, CPA, CFP, MBA, RFC
2 hours of Ethics CE for the following designations: CFP, CIMA, NASBA/CPA, MN insurance; 2 hours standard for CLE
R.S.V.P.
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FPA MN First Year Member Networking Social - April 21
Cowboy Jacks - Wild Bill Room
5:00 - 7:30 pm
2801 Southtown Dr, Bloomington
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P. Required
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REGISTER TODAY!
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
Presenters include: Ed Slott, Dan Candura, Deidre Van Nest, Jeff Lanza, Nathan Dungan, John Gabriel, Anne Elizabeth Denny, Tom Rowley, Michael Finke, Jerry Webman, David Kelly, Heather Jarvis, Deb Newman, Brian Kostick, Michael Boulette, Aaron Hasler, Weston Wellington, Bob Mauterstock, Gina Pellegrini, Stuart C Bear, Jerry Webman, David Kelly, Stephanie Curry, Trisha Qualy, and Thomas Rippberger.
This Month's Featured Symposium Speaker Articles...
October 10 at 9:50 am - Nathan Dungan
A Journey to Financial Wellbeing: Reframing Your Client Relationships
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Welcome New Members
New Members
Kathleen Broich, Edina, MN
Greg Getchell, Amada Senior Care
Mike Giefer, JD, CFP®, The Johnston Group
Melissa Glennie, Capital Management Associates
Jeremy Knudsen, CFP®, Ameriprise Financial
Krystal Kohler, CFP®, Principal Financial Group
Dan Lear, Affiance Financial
Stephanie Lemenowsky, CRPC®, Ameriprise Financial
Roger Severns, PhD, Minnesota State Univ – Mankato
Greg Trebil, Edina, MN
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Congrats on Your Member Anniversary!
15 Years
Ty Bernicke, CFP®
Mike Branham, CFP®
Dick Hemingway, CLU, ChFC, CFP®, MSFS
5 Years
Leslie Cannon
Drew Domeyer, CFP®
Eric Hemingway
Chad Tuschen, CFP®
View National FPA's Quarterly Member Discount Guide - Download your copy from the FPA of MN website (scroll down to FPA National section; must be logged in to view link)
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Career Development
Financial Education
Member Services
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NexGen
Pro Bono
Professional Issues
Programs
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Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45 · Meeting Attendees - $15
Season Ticket Holders FREE!
Hour 1 - Preparing to Act Rationally in Next Anomaly
Hour 2 - Personality Driven Financial Coaching
Presenter Jay Mooreland
Ranked 3.86 out of 4.0
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Planning with Health in Mind
Presenter Carolyn McClanahan
Ranked 3.86 out of 4.0
Details on the FPA of MN website
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TWO NEW MEMBER BENEFITS:
All chapter meeting webinars are now included in the Annual CHAPTER MEETING Season Ticket for $249 total!
Members may purchase a 2016 WEBINAR Season Ticket for $149! If requesting CFP or CIMA continuing education, exams must be submitted no later than December 15th. Your access code to all webinars will expire on December 31st. Watch your email for future access codes.
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Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
Partners Ad
Ads in this monthly update are paid advertisements and reach 3,000+ individuals. The update and FPA MN site contain links to other web sites, resources and advertisers. FPA MN does not perform “due diligence” on these advertisers, speakers, or sponsors, nor is it responsible for the availability of these external sites. FPA MN does not endorse or take responsibility for the contents, advertising, products or other materials made available on or through such external sites. For rates, please call 763-781-1212
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