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- November 15, 7:30 - 10:00 am - Year End Tax Planning with Presenter Mark Sellner, GVCC - Register
- November 29, 4:00 – 7:00 pm - FPA of MN Volunteer Appreciation Event - Pinstripes in Edina Bowling – Bocce – Bistro, R.S.V.P.
- December 15, 3:00 - 4:30 pm - FPA MEDIA TRAINING - Register
- December 20, 2:30 - 6:30 pm - Allied Professional Meeting & Social: Develop Your Marketing Plan for 2017: An Eight Step Process for Success with Presenters Kristy Gusick and Terrie Wheeler followed by Networking Connections Social, GVCC - Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - November 15, 7:30 AM
Year End Tax Planning with Presenter Mark Sellner
Thanks to our November
Host & Platinum Partner |
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Register
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FPA of MN Volunteer Appreciation Event - November 29, 4 – 7 PM
Pinstripes in Edina Bowling – Bocce – Bistro
Whether you volunteered on a committee, one (or more!) of our Pro Bono/Financial Education events, at Symposium, Career Day, etc., this is our way of saying thanks for all you do.
R.S.V.P. Required
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Allied Professional Meeting & Social - December 20, 2:30 PM
Develop Your Marketing Plan for 2017: An Eight Step Process for Success with Presenters Kristy Gusick and Terrie Wheeler followed by a Networking Connection Social
Register
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Another Great Symposium...
626 REGISTRANTS - Symposium Attendance Record Broken!
Check out the Photo Gallery
A Huge “THANK YOU” to the Partners & Exhibitors who generously contributed to Symposium 2016
Thank You to the Symposium Committee & our FANTASTIC SPEAKERS!
Mark your calendar!
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017
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Welcome New Members
New Members
Nick Gearhart, St Cloud State University
Justin Halverson, Great Waters Financial
Andrew Noble, Private Wealth Strategies
Kara Proctor, RSM US Wealth Management
Deirdre Van Nest, Accelerated Performance
View National FPA's Your Membership Advantage Quarterly Discount Guide - Download your copy from the OneFPA website
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Congrats on Your Member Anniversary!
25 Years
Doug Cozad, CFP®, MBA
20 Years
Amy Wolff, CFP®, CDFA
15 Years
Scot Hanson, CFP®
Gary Webb, RFC
10 Years
Danica Goshert, CFP®
Stephen Lee, ChFC
Benjamin Wacek, CFP®
5 Years
Eric Brockberg, CFP®
Lauren Klein, CFP®, CRPC
Julian Locke, CRPC, CDFA
Megan Olson, CFP®
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Career Development
New Member
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Pro Bono
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!
NEW - ETHICAL CONDUCT with Presenter John Comer; qualifies for 2 CFP & 2 CIMA ETHICS CE
Hour 1: The Washington Update with Presenter Jeff Bush
Ranked 3.83 out of 4.0
Hour 2: DOL’s New Rule: Redefining the Role of a Fiduciary with Presenter Eugene Maloney
Ranked 2.96 out of 4.0
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Hour 1: Charitable Planning and Community Foundations with Presenters Bill Sternberg and Jeremy Wells
Ranked 3.0 out of 4.0
Hour 2: Doing Well and Doing Good: Business Opportunities in Charitable Planning and Philanthropy Panel Presentation
Ranked 2.99 out of 4.0
Details on the FPA of MN website
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Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
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