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June 2017

Department-of-Labor
 
Mercer Bullard - Professor of Law, Director of the Business Law Institute - University of Mississipp
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.

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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, CRMP - HomeBridge Financial Services, Inc
Alina Passarelli
 Rachel Dahl, Attorney - Hellmuth & Johnson PLLC
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
Denny Bennett Group - Klein Bank

Register


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
Summit Brewing Company


Monthly Chapter Meeting - July 18
Advising Clients through the Toughest Times of Life
with Presenter Amy Florian
11:30 am - 2:00 pm ​

Register
Amy Florian - CEO, Corgenius
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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

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
Outstanding Achievement Award Nominations Due 7/15

Financial Education
Recap: Jump$tart Coalition of Minnesota Annual Conference
Member Experience
Recap: Wow - what a great event – Member Appreciation!
Early bird registration is now open for the 2017 FPA Annual Conference

Professional Issues
The Rise of the Machines

Public Relations
Get more media attention in 2017!
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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

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
Vanguard Financial Advisor Services

2017 Platinum Partners
Charles-Schwab-2014 Denny Bennett Group - Klein-Mortgage BrightPath Financial Corp. Jensen Investment Management LifeSprk
 Mairs & Power  Riverbridge Partners  Sit Mutual Funds Stonebridge Capital Advisors

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