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The DOL Fiduciary Rule is Here! Are You Compliant? FPA MN can Help!
Watch FPA of MN’s video session with Professor Mercer Bullard (see 3 minute preview),
securities law expert at the University of Mississippi School of Law
and former SEC attorney, to get to the heart of the matter on what you
have to do to be in compliance with the new DOL Fiduciary rules.
No more delays. Department of Labor Secretary Acosta
has decided not to delay the implementation of the DOL’s fiduciary rule
beyond the current deadline. Starting June 9th,
all investment professionals providing investment recommendations on
IRAs will be operating in a fiduciary capacity on those accounts. The DOL has given everyone until January 1, 2018 to get the wrinkles ironed out before it will begin enforcing the rules.
Read More
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- June 20, 7:30 - 10:00 am - Double Feature - HR 1: Mechanics & Real Life Strategies Using Reverse Mortgage – Presenter Alina Passarelli; HR 2: Transferring Special Real Estate Assets in an Estate Plan – Presenter Rachel Dahl, GVCC - Register
- June 20, 10:15 – 11:15 am - Pro Bono Workshop - Getting to know local organizations, Select this Optional Item during your registration.
- June 28, 5 - 7 pm - FPA of MN NexGen Networking Social - Summit Brewing Company in Saint Paul - Register
- July 18, 11:30 am - 2:00 pm - Advising Clients through the Toughest Times of Life with Presenter Amy Florian, GVCC - Register
- August 7 - 18th Annual Golf & Bocce Tournament - Midland Hills Country Club, Roseville- Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - June 20
Double Feature
HR 1: Mechanics & Real Life Strategies Using Reverse Mortgage – Presenter Alina Passarelli;
HR 2: Transferring Special Real Estate Assets in an Estate Plan – Presenter Rachel Dahl
7:30 - 10:00 am
Alina Passarelli |
Rachel Dahl |
followed by Pro Bono Workshop - Getting to know local organizations - 10:15 – 11:15 am
Select this Optional Item during your registration.
Thanks to our June
Host & Platinum Partner |
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Register
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FPA of MN NexGen Networking Social – June 28, 5:00 - 7:30 pm
Summit Brewing Company in Saint Paul
$20 - Beer and pizza will be included.
Meet at the Taproom for networking around 5 PM, followed by a brief brewery tour. Thank you to our event sponsor and silver partner:
John Zydowsky with Tradition Mortgage. Proceeds from the event will be donated to the charity of the year Homeward Bound.
Register by June 23 |
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Monthly Chapter Meeting - July 18
Advising Clients through the Toughest Times of Life
with Presenter Amy Florian
11:30 am - 2:00 pm
Register
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Register Today for Early Bird Rate!
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017
Top FIVE Reasons to Attend
1. Best-valued conference for quality education and networking
2. Advanced planning and practice management tracks to enhance specialized knowledge
3. Empower your practice - learn from the nation's top experts
4. Meet like-minded professionals at this top-rated conference
5. Earn CE Credits: CFP®, CPA, CLE, CIMA, MN & WI Insurance
Speakers confirmed for 2017!
Mary Beth Franklin, Robert Keebler, David Kelly & Krishna Memani, Jay Mooreland, Carolyn McClanahan, Theresa Rose, Chris Wills, Dan Candura, Amy Wolff, Craig Empey, Mary Schmid, Beth Nemec, Chad Halbur, Ron Rhoades, Daren Roberts, Mark LeBlanc, Don McNeil, Timothy Duncan, Marty Fleischhacker, Michael Marben, Joy Sorensen Navarre, RJ Devick, Rob Caverly, Spenser Segal, Jon Luskin, and Amy Hubble
This Month's Featured Symposium Speaker Articles...
October 16 at 2:30 pm - Jon Luskin - Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance
October 16 at 11:10 am - Chris Wills - 8 Late-Stage College Planning Strategies You Don't Know About But Should
October 17 at 9:10 am - David Kelly and Krishna Memani - The Great Economic Debate 2017
October 17 at 2:55 pm - Jay Mooreland - Personality Driven Financial Coaching: Reaching Financial Goals
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Welcome New Members
New Members
Charles Bremer, CFP®, AXA Advisors
Kerith Collins, Kaplan Insurance Agency
Steve Drost, Affiance Financial
Brian Edstrom, JUX Law Firm
Harry Johnson, James Alpha Advisors
Teri Rassatt, Waypoint Residential
Brian Schaap, Waddell & Reed
View National FPA's Your Membership Advantage Quarterly Discount Guide - Download your copy from the OneFPA website
May 2017
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Congrats on Your Member Anniversary!
35 Years
Royce Nies, CFP®
20 Years
Mike Rogers, AIF
Catherine Van Der Schans, CFP®
15 Years
Bill Hansen, JD, LLM, CFP®
10 Years
Cheryl Olivanti
John Schwalbach, CFP®
Molly Sullivan, CFP®
Tom Walsh,, CFP®, CPA
5 Years
Richard Dunn, AIF, AAMS
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Executive
Financial Education
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Member Experience
Professional Issues
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!
ETHICAL CONDUCT with Presenter John Comer; earn 2 CFP & 2 CIMA ETHICS CE
Exit Planning - HR 1: The Psychology of Owner Exits with Presenter Kalli Matsuhashi, MA,
LP HR 2: Exit Planning – A Guide to the Process with Presenter Dyanne
Ross-Hanson CLU, CFP® ChFC CEPA
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Economic Update - GREAT Session!
Presenters Neel Kashkari and
Mark Henneman, 2 hours
Recession Looms: Are We Up the Creek Without A Paddle? with Presenter Dr. Stephanie Kelton, 2 hours
Watch Video Promos and access more Details on the FPA of MN website |
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Thanks to our 2017 Diamond, Platinum, Gold, Silver and Bronze Partners
Partner Ad
2017 Diamond Partner
2017 Platinum Partners
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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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