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- February 16, HR 1: Preparing to Act Rationally in Next Anomaly; HR 2: Personality Driven Financial Coaching with Presenter Jay Mooreland, 7:30 am, GVCC - R.S.V.P.
- February 25, FPA of MN NexGen Networking Social - 5 – 7 pm, The Loop West End - R.S.V.P.
- February 26, 10th Annual FPA of MN Career Day - 7:30 am – 3:00 pm, DoubleTree by Hilton, Minneapolis – Park Place, Register Today
- March 9, FPA of MN 3rd Advocacy Day - Room 500 North, State Office Building, State Capitol campus - R.S.V.P.
- March 15, Planning With Health In Mind with Presenter Carolyn McClanahan, 11:30 am, GVCC - R.S.V.P.
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - February 16, 7:30 AM
HR 1: Preparing to Act Rationally in Next Anomaly
HR 2: Personality Driven Financial Coaching
Presenter Jay Mooreland
Thanks to our February
Host & Platinum Partner |
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Registration and Details
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FPA of MN NexGen Networking Social - February 25
5 - 7 pm
The Loop West End
St. Louis Park
All first year members are invited. Meet other new members and the Board of Directors. Appetizers and one drink ticket will be provided.
R.S.V.P. by February 23rd
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10th Annual FPA of MN Career Day - February 26
FPA of Minnesota Career Day 2016
7:30 am – 3:00 pm
DoubleTree by Hilton, Minneapolis – Park Place
Are You Looking to Hire? Looking to be Hired?
FPA Career Day is designed to simplify the process for you!
Fees:
Employers - FPA Members $275; Non-Members $325
Students / Career Changes - $10 Early Bird until February 1, $25 Final Registration from February 2 to 8, 2016
This event fills fast - Register Today!
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Keynote Speaker
Jonathan Guyton, CFP®
Principal, Cornerstone Wealth Advisors, Inc.
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Mark your calendar!
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
Presenters include: Ed Slott, Nathan Dungan, Anne Elizabeth Denny, Thomas Rowley, Michael Finke, Jerry Webman, David Kelly, Jeff Lanza, Brian Kostick, Dan Candura, Aaron Hasler
More to come...
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Welcome New Members
New Members
Brian Carrington, Perceptive Edge Investment
Jennifer Elston Brondell, JD, Hellmuth & Johnson
Robert Evans Jr, Minneapolis, MN
John Jordan, Current Financial
Jane Michaletz, Discipline Advisors
Roger Smith, Council Wealth Management
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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Congrats on Your Member Anniversary!
15 Years
Linda Harmon, CFP®, CPA
Colleen Hartmon Bollom, CFP®
Shawn Jacobson, CFP®, ChFC
Bob Lawson, CPA, CFP®, MBA
Jon Melander, AIF, CFP®, CIMC, CIMA
10 Years
Sam Rouman, CFP®, AIF, CLU, ChFC
5 Years
Ford Droegemueller, CFP®
Reid Stone
Michelle Young, CFP®
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Career Development
Financial Education
Member Services
Membership
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Professional Issues
Programs
Public Relations
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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!
Behavioral Finance: The Nature of Investing
Presenter Katherine Collins
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2016 Economic Conditions and Forecast
Presenter Elliot Eisenberg, Ph.D.
Ranked 3.92 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 Ads
- Platinum Partner - Sit Mutual Funds
- Gold Partner -Waypoint Residential
- Gold Partner - IMCA
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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- Board of Directors
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The FPA of MN Career Center
- Planners in The News
- KSTP TV - INTERVIEW: Stocks Sink on First Trading Day of 2016 on China, Mideast Worries, Grant Meyer, January 4, 2016
- Retirement Weekly - Are you potential fraud bait? - Donald McNeil, January 15, 2016
- Star Tribune - Your best financial adviser? Start with your employer - The FPA of Minnesota is a trusted source for John Ewoldt, Star
Tribune Report
- Jeanna Fifer & Matt Cosgriff, January 23, 2016
- We provided a counter point to this authored book,
What Your Financial Advisor Isn't Telling You. We believe a more
informed public/client helps all of us to build more solid financial
lives.
- Allied Organizations and Ads
- Strategic Framework - Long Term Vision
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