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FPA in the Community - BestPrep
Submitted by Jason Kley, CFP®, AIF, MBA - FPA of MN President-Elect
Why do we do what we do? For many of us, we work in our chosen field because of far more than a paycheck. We simply want to help others.
As a full-time financial advisor, I advise families on everything from investments, taxes, insurance, cash flow, estate planning, and educational planning. My goal is to assist families in achieving their goals in each of these areas. At times I feel more like a life coach than a financial expert.
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- April 18, 7:30 - 10:00 am - Joint meeting with Exit Planning Institute - 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 – GVCC - Register
- April 18, 10:15 am - 12:15 pm - Ethical Challenges 2017 with Presenter Dan Candura, CFP® – GVCC; qualifies for 2 hours of ethics CE for CFP, MN insurance, CIMA, and NASBA/CPE - Register
- April 27, 5:00 - 7:30 pm - FPA of MN First Year Member Networking Social at Pinstripes Bistro-Bowling-Bocce - R.S.V.P.
- May 16, 2:30 - 5:00 pm - The New Fiduciary Landscape with Presenter Mercer Bullard - Followed by Networking Social: 5:00-6:30 pm - GVCC
- May 24, 4:30 - 6:30 pm - Member Appreciation Event - Jason Kallsen from Twin Cities Wine Education will present “Hidden Gems of the Wine World” - The Hopkins Center for the Arts - This is our way of saying Thank you for being a long-standing Member of 15 years or MORE!
Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - April 18
Joint meeting with Exit Planning Institute
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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Kalli Matsuhashi, MA, LP
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Dyanne Ross-Hanson CLU, CFP® ChFC CEPA
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Thanks to our April
Host & Platinum Partner |
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Register
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Ethical Challenges 2017® - April 18, 10:15 am - 12:15 pm
Presenter Dan Candura, CFP®
Qualifies for 2 hours of Ethics: CFP, MN insurance, CIMA, NASBA and 2 hours of Standard CLE
Register
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FPA of MN First Year Member Networking Social - April 27, 5:00 - 7:30 pm
Pinstripes Bistro-Bowling-Bocce in Edina
Appetizers provided and cash bar available
R.S.V.P. by April 25
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REGISTER NOW
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017
These 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, Brian Edstrom, Marty Fleischhacker, Joy Sorensen Navarre, RJ Devick, Rob Caverly, Spenser Segal and more to come!
2016 Photo Gallery and Video - FPA SYMPOSIUM, Be the Best
Register Today!
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Welcome New Members
New Members
David Armstrong, Cedar Capital, LLC
Katherine DeGiusti, Ameriprise Financial
Michelle Feyder, Duluth, MN
Derrick Girard, AIF®, NSSA®, Ion Lake
Craig Gordon, RBC Correspondent Services & RBC Advisor Services
David Hutchinson, RBC Advisor Services
Bill Meyer, ChFC, Ameriprise Financial
Heidi Pederson, Anchor Bank, NA
Kelene Skrypek, MBKS Family Office
Angela Thomas, CFP®, Bergan KDV Wealth Management
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
Laurie Laner, CFP®
20 Years
CarlaAnn Goedtke, RFC, CSA
Bob Meath
Rob Nelson, ChFC
15 Years
Kurt Baldry, CFP®
Josh Decker, CFP®
Bruce Kuehl, CFP®
Richard Miller, CFP®, CPA/PFS
Deb Newman, ChFC, CLU, LTCP
Clayton St. George, CFP®, CLU
10 Years
Eric Johnson, CFP®
Bryan Pratt, CFP®
5 Years
Richard Brown
Jamie Fritschel, CFP®, CPA
Joe Godfrey
Carl Horsch, CFP®
Barry Minsker, CFP®
Phillip Reiter
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Financial Education
NexGen
Professional Issues
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Member Services
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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!
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Thanks to our 2017 Diamond, Platinum, Gold, Silver and Bronze Partners
2017 Diamond Partner
2017 Platinum Partners
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