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- June 21, 7:30 - 10:00 am - HR 1: The Washington Update with Presenter Jeff Bush, HR 2: DOL’s New Rule: Redefining the Role of a Fiduciary with Presenter Eugene Maloney - R.S.V.P.
- June 30, 3:00 pm - 4:30 pm - FPA Media Training - Register
- July 19, 11:30 am - 2 pm - HR 1: Understanding the Robo-Advisor Landscape and What They Truly Threaten; HR 2: Modern Portfolio Theory 2.0 with Presenter Michael Kitces - R.S.V.P. coming soon.
- July 19, 2:15-3:15 pm - Pro Bono Education workshop: Financially Recovering from Divorce
- July 28, 5:00 - 7:30 pm - First Year Member Networking Social - P.F. Chang's - Southdale Mall in Edina -
R.S.V.P.
- August 1 - FPA of MN's Annual Golf and Bocce Ball Outing at Prestwick Golf Club - Register
- October 10-11 - 2016 Symposium - Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - June 21, 7:30 AM
HR 1: The Washington Update with Presenter Jeff Bush
HR 2: DOL’s New Rule: Redefining the Role of a Fiduciary with Presenter Eugene Maloney
Jeff Bush
The Washington Update
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Eugene Maloney
Federated Investors, Inc.
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Thanks to our June
Host & Platinum Partner |
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R.S.V.P.
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Monthly Chapter Meeting - July 19, 2:30 PM
HR 1: Understanding the Robo-Advisor Landscape and What They Truly Threaten
HR 2: Modern Portfolio Theory 2.0
with Presenter Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™
Registration Coming Soon
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Michael Kitces,
Pinnacle Advisory Group
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First Year Member Networking Social - July 28
Did you join the FPA of Minnesota in the last year? Then we want YOU to
JOIN US for this special
event!
5:00 - 7:30 pm
P.F. Chang's - Southdale Mall, The Patio Room
Edina
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P.
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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, Kelly Hall, Mary Bell Carlson, Matt Cosgriff, Trisha Qualy, and Thomas Rippberger.
This Month's Featured Symposium Speaker Articles...
October 10 at 1:10 pm - Deirdre Van Nest
How to Get More Warm Leads in One Hour Than Most Business Owners Get In One Month
October 11 at 1:50 pm - Michael Finke, Ph.D., CFP®
Retirement Living: A New Perspective on Retirement Income Planning
October 11 at 1:50 pm - Deb Newman, CLU, ChFC, LTCP
Bringing Clarity to the Long Term Care Discussion
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Welcome New Members
New Members
Kyle Baune, CFP®, St Paul, MN
Christopher Bialke, Kasner Bialke Bottoms Financial Services LLC
Donny Braun, NorthRock Partners
David Bresler, Ameriprise Fiancial
Michael Elsberry, CFP®, Northern Plains Financial
Jed Magstadt, NorthRock Partners
Michele Martin, Lurie Wealth Advisors, LLC
Laura Nickolay, Minneapolis, MN
View National FPA's May 2016 Member Advantage Program Guide - Download your copy from the OneFPA website (scroll down to FPA National section; you must be logged in to view)
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Congrats on Your Member Anniversary!
30 Years
Bob Klosterman, CFP®
15 Years
Andy Feterl, CFP®
Kristin Garrett, CFP®
Matt Nelson, CFP®
10 Years
Jason Plank, CFP®, CRPC, AAMS
Dana Pollard, CFP®
Kathy Waters, CFP®
5 Years
Ryan Anderson, CFP®
Kevin Lawson, CFP®
Nicole Rosandich, CFP®
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Financial Education
Member Services
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Professional Issues
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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!
Social Security Optimization and Retirement Income Planning
Presenter David Cechanowicz
Ranked 3.05 out of 4.0
Planning with Health in Mind
Presenter Carolyn McClanahan
Ranked 3.77 out of 4.0
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Hour 1: Alternative Investing: A Key to New Possibilities with Presenter Jeff Brainard CFS, CFP®
Ranked 3.02 out of 4.0
Hour 2: 8 Insider Tips to Late Stage College Planning with Presenter Chris Wills
Ranked 3.87 out of 4.0
Details on the FPA of MN website
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MEMBER BENEFIT:
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.
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Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
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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