Next Pro Bono Workshop
"Tools for Working with
Neighbors in Need"
Immediately following the
chapter meeting on September
19th. One hour of CE credit.
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Help when it matters most
Who do you turn to when you need help? A family member, your spouse, a trusted friend or mentor? What would you do if they weren’t available or able to help?
For too many of our neighbors, finding the help they need when a financial emergency happens can be difficult and stressful, but it doesn’t have to be.
FPA MN’s Pro Bono Committee believes that everyone deserves quality financial advice regardless of their financial means or background. We also believe that our members are in a unique position to be able to help connect others with information and resources that can help empower them to make positive strides toward improving their financial well-being.
In furtherance of that vision, the Pro Bono Committee hosted a Community Resource workshop in June to provide our members with connections to local not-for-profit organizations they can use when working with their own clients or when responding for requests for pro bono advice.
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- August 7 - 18th Annual Golf & Bocce Tournament - Midland Hills Country Club, Roseville - Register
- August 23, 7:00 pm - FPA of MN NexGen Family Saints Ballpark Outing - Saint Paul Saints vs the Wichita Wingnuts, CHS Field - Register
- September 19, 7:30 - 10:00 am - HR 1: For the Love of Philanthropy, Presenter - Mike Ricci Jr.; HR 2: Unlocking the Power of Philanthropy for Your Clients, Presenters - Sheryl Morrison, Tom Wesely & Gregory Carlson - GVCC - Register
- September 19, 10:15 – 11:15 am - Pro Bono Workshop - Working with Neighbors in Need, Select this Optional Item during your registration.
- October 16-17 - 2017 FPA of MN SYMPOSIUM, Minneapolis Convention Center - Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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FPA of MN NexGen Family Saints Ballpark Outing - August 23, 7:00 pm
Saint Paul Saints vs the Wichita Wingnuts
First 1,500 fans get a Darryl Strawberry Saints Silver Season Bobblehead!
CHS Field
Register by August 16
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Monthly Chapter Meeting - September 19
Double Feature - Planned Giving
HR 1: For the Love of Philanthropy –
Presenter Mike Ricci Jr., CFP®, CAP®;
HR 2: Unlocking the Power of Philanthropy for Your Clients –
Presenters: Sheryl Morrison JD, FCEP, Tom Wesely CPA and Gregory Carlson, CFP®
7:30 - 10:00 am
Mike Ricci Jr.,
CFP®, CAP®
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Sheryl Morrison
JD, FCEP |
Thomas Wesely,
CPA |
Gregory Carlson,
CFP® |
followed by Pro Bono Workshop - Tools for Working with Neighbors in Need - 10:15 – 11:15 am
Select this Optional Item during your registration.
Thanks to our September
Host & Platinum Partner |
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Register
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Register Today!
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, James Paulsen & Krishna Memani, Jay Mooreland, Carolyn McClanahan, Theresa Rose, Chris Wills, Dan Candura, Amy Wolff, Craig Empey, Mary Schmid, Beth Nemec, Chad Halbur, Ron Rhoades, Mark LeBlanc, Don McNeil, Timothy Duncan, Matt Gulbransen, Marty Fleischhacker, Michael Marben, Joy Sorensen Navarre, RJ Devick, Rob Caverly, Spenser Segal, Jon Luskin, and Amy Hubble
This Month's Featured Symposium Speakers Article...
October 17 at 1:50 pm - Michael Marben and Martin Fleischhacker - Regulatory Update for State Registered Investment Advisors
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Welcome New Members
New Members
David Burbie, Columbia Threadneedle Investments
Jack Furlong, Ameriprise Financial
Brian Resch, Duluth, MN
Sabrina Sala, FPS Financial
Kody Sherlund, Fairfax, VA
Thai-Thomas Tran, Lakeville, MN
Joseph Young, CliftonLarsonAllen Wealth
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!
25 Years
Peter Ludwig, CFP®
Gene Shavlik, CFP®
15 Years
Lee Stoerzinger, CFP®
10 Years
Susan Cyberski, CFP®
Susan Isaacson, CFP®, PFS, CPA, LLM
Jon Manchester, CFP®, CFA
5 Years
Ingrid Strauss, CFP®
Karen Wehner, CLU, ChFC
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Member Experience
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NexGen
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!
ETHICAL CONDUCT with Presenter John Comer; earn 2 CFP & 2 CIMA ETHICS CE
Asset Planning Double Feature
HR 1: Mechanics & Real Life Strategies Using Reverse Mortgage with presenter Alina Passarelli
HR 2: Special Real Estate Assets in an Estate Plan with presenter Rachel Dahl
The New Fiduciary Landscape
with Presenter Mercer Bullard, 2 hours
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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
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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