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- May 17, 1-2 PM , Pro Bono Workshop – Financial Planning for Modern Families: Cunningham vs. Pritchett-Ramirez-Delgado-Dunphy-Tucker with Presenters San Asato and Timothy LaPean, Somerset Room, GVCC - R.S.V.P.
- May 17, 2:30-5:00 pm - Alternative Investing: A Key to New Possibilities with Presenter Jeff Brainard and 8 Insider Tips to Late Stage College Planning with Presenter Chris Wills. Followed by Networking Social from 5:00-6:30 pm. R.S.V.P.
- May 25, 7:15 - 9:00 am - FPAMN K’Nex - Managing your media presence: how to tell your story in today’s media environment with Presenter Chris Duffy - Register
- June 21, 7:30 - 10:00 am - The Washington Update with Presenter Jeff Bush - R.S.V.P. coming soon.
- June 30, 3:00 pm - 4:30 pm - FPA Media Training - Register
- 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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Pro Bono Workshop - May 17, 1:00 PM
Financial Planning for Modern Families: Cunningham vs. Pritchett-Ramirez-Delgado-Dunphy-Tucker with Presenters San Asato and Timothy LaPean
Join us on May 17th immediately preceding the Monthly Chapter meeting for a 1-hour Pro Bono Education workshop. Seating is limited. Select this Optional Item during your registration.
San Asato, CFP®
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Timothy LaPean, CFP®,
ADPA®
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R.S.V.P.
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Monthly Chapter Meeting - May 17, 2:30 PM
HR 1: Alternative Investing: A Key to New Possibilities with Presenter Jeff Brainard
HR 2: 8 Insider Tips to Late Stage College Planning with Presenter Chris Wills
Jeff Brainard
CFS, CFP®
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Chris Wills
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Thanks to our May
Host & Platinum Partner |
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Registration and Details
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FPAMN K'Nex Event - May 25
Managing your Media Presence: how to tell your story in today’s media environment
Presenter: Chris Duffy – Goff Public
7:15 - 9:00 am
Coffee and a light bagel breakfast will be provided.
Register
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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, Trisha Qualy, and Thomas Rippberger.
This Month's Featured Symposium Speaker Article...
October 10 at 1:10 pm - Gina Pellegrini - Maximizing Your Practice
The Client Base Advantage
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Welcome New Members
New Members
Greg Prokop, CFP®, Accredited Investors
Cody Tresselt-Warren, CFP®, Accredited Investors
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Congrats on Your Member Anniversary!
20 Years
Leslie Cadle, CFP®
Mike Murphy, CFP®
15 Years
Ryan Spaude, CFP®
5 Years
Susan Lee Blount, CFP®
Douglas Heagren, CFP®, CRPC, APMA
Scott Kaul, CFP®
Ross Thorfinson, CLU/ChFC
View National FPA's Quarterly Member Discount Guide - Download your copy from the FPA of MN website (scroll down to FPA National section; must be logged in to view link)
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Executive
Financial Education
Member Services
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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!
Planning with Health in Mind
Presenter Carolyn McClanahan
Ranked 3.86 out of 4.0
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Social Security Optimization and Retirement Income Planning
Presenter David Cechanowicz
Ranked 3.05 out of 4.0
Details on the FPA of MN website
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MEMBER BENEFIT:
All chapter meeting webinars are now included in the Annual CHAPTER MEETING Season Ticket for $249 total!
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. Watch your email for future access codes.
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Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
Partner Ads
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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