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Greetings to all,
With the year already half over (hard to believe!), I wanted to take this opportunity to revisit a topic that has been a primary focus of FPA of MN leadership for 2015, the idea of “asking, listening, and responding,” to you, our highly-valued FPA of MN members.
Know that to the extent you are willing to take the time to provide feedback, whether through a survey you receive via e-mail, an e-mail you send to Bonnie, or a one-on-one conversation you have with a Board member, we appreciate your input very much. We listen to it and, where feasible, respond to it accordingly.
Here is a small sampling of the ways we have sought to “ask, listen, and respond” throughout the year:
President's Message
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- July 21, Income Tax Update/Tax Review with Presenter Andy Biebl, 11:30 am, GVCC
- July 21, Pro Bono Workshop: Special Needs Planning and Accounting, 2:15 pm, Ballroom, GVCC
- July 22, Discovering Growth and Continuity with Generational Partner(s)
, with Presenter Aaron Hasler - REGISTER
- July 30, FPA MN First Year Member Networking Social, 5 - 7:30 pm, Rojo Mexican Grill – The Rojo Room, Shops at West End, St. Louis Park - R.S.V.P.
- August 3, 16th Annual Golf and Bocce Ball Outing, Majestic Oaks Golf Club, Ham Lake - Crossroads Course - Signup Your Foursome
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - July 21, 11:30 AM
2015 Federal Tax Update for Tax and Financial Planning Professionals
Presenter Andy Biebl, CPA
Thanks to our July
Host & Platinum Partner |
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Read More
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Pro Bono Workshop: Special Needs Planning and Accounting - July 21
Following the Chapter Meeting - 2:15 pm - 3:15 pm
Presenters: San Asato, CFP®, Bill Franke, CFP®, and AJ Siddiqui, CPA
Read More
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Discovering Growth and Continuity with Generational Partner(s) - July 22
FPA of MN K’Nex event facilitated by NexGen – Open to Everyone.
Note: There will not be any CE provided for this session.
Presenter Aaron Hasler
Mozza Mia – 3910 West 50th St, Edina
Registration and Networking: 4:45-5:00 pm
Presentation: 5:00-6:00 pm
Additional Networking: 6:00-6:30 pm
Appetizers provided and cash bar available
R.S.V.P. by 5 pm on July 17, 2015
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FPA MN First Year Member Networking Social - July 30
Rojo Mexican Grill - The Rojo Room
1602 West End Blvd.
St. Louis Park, MN 55416
952-657-5385
R.S.V.P.
We welcome all members in their first year of membership in the FPA of Minnesota
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16th Annual Golf and Bocce Ball Outing - August 3
Majestic Oaks Golf Club, Ham Lake - Crossroads Course
Sign Up Your Foursome
Our Charity Pick This Year: The ALS Association MN/ND/SD Chapter |
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Registration Open! EARLY BIRD ENDS JULY 31st - Save $100!
FPA of MN Annual Symposium
Tuesday, November 3 - Wednesday, November 4, 2015
Presenters include Robert Keebler, Michael Kitces, Jill Schlesinger, Richard Golod, Jerry Webman, David Kelly, Doug Lennick, Jaylene Howard, Tim Kochis, Kim Lear, Heather Walser, Mark Lanterman, Jessica Johnson, Matt Shea, Nick Shiebel, Jim Maher, Steve Lear, Ern Werde, Sameer Somal, Rita Cheng, Chuck Self, Greg Moerchen, Sophia Bera, Mark Czuchry, Alexandra Douwes, Nellie Morris, Suzette Rothberg, Mike Rothman, Marty Fleischhacker, and Daniel Zajac ... WOW!
This Month's Featured Symposium Speaker Articles...
November 3rd at 12:40 pm - Suzette Rothberg, CFP®
Elite Engagement
November 3rd at 3:40 pm - Jill Schlesinger, CFP®
How Not to be a Lousy Investor or Investment Advisor
Register NOW!
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Welcome New Members
New Members
Brian Deal, CFP®, Stevens Foster Financial Advisors
Stephen Green, CLTC, FIC, Thrivent Financial
John Hance, Hance Financial, LLC
Adellmarie Hargreaves, EFS Advisors
Tyler Lodahl, Eagan, MN
Christopher Parrington, Foley & Mansfield
Grant Piller, LUTCF, Piller Financial Group
Kelly Rach, Ameriprise Financial
Emily Vanblaricom, Duluth
Bryan Vancura, Gen Financial
Erik Young, Jonathan Hind Financial Group
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)
Reason to Belong to FPA
Get the Latest Original Research on Investing by RPI and Journal of Financial Planning
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Congrats on Your Member Anniversary!
15 Years
Paul Block, CFP®, ChFC, CLU
Randy Doroff, CFP
Shannon King, CFP®, CPA, PFS, CIMA, MBT
10 Years
Chad Babcock, CFP®, ChFC
Chris Ginkel, CFP®
Troy Rossow, CFP®
Margit Schubert, CFP®
JJ Sessions
5 Years
Brian Lelen, CFP®
John Turner
July Discounts
CIBT VISAS & National Transaction Corporation
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Career Development
Member Experience
New Member
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NexGen
Pro Bono
Professional Issues
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Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
Hour I: Re-thinking Retirement
Hour II: No Portfolio is an Island
Presenter David Blanchett, CFA, CFP®, AIFA®
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New Macro World & Its Impact on Modern Finance
Presenter: Cullen Roche
Details on the FPA of MN website
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Thanks to our 2015 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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