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Here in Minnesota, we are always talking about our volunteers and engaged members; recognizing that this involvement is really what makes us a great chapter. There is a special way for you to recognize an exceptional individual or organization by nominating them for the 2016 Distinguished Service Award.
President's Message
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- September 20, 7:30-10:00 am - HR 1: Charitable Planning and Community Foundations; HR 2: Doing Well and Doing Good: Business Opportunities in Charitable Planning and Philanthropy - Panel, GVCC - Register
- September 20, 10:15 - 11:15 am - Pro Bono Training - following the chapter meeting - select this optional item during registration, Main Room, GVCC
- September 27, 7:15 - 9:00 am - K’Nex: RIA Regulation for Breakfast! Panel presentation with Keith Loveland, JD, AIFA, CIDA, GFS & Annette Minor and Brian Edstrom, Minnesota Department of Commerce - Register
- September 29, 3:00 - 4:30 pm - FPA MEDIA TRAINING - Register
- October 10-11 - 2016 Symposium - Register
- October 29, 10:00 am - 2:00 pm - Financial Planning Day
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - September 20, 7:30 AM
Charitable Planning/Giving Double Feature
HR 1: Charitable Planning and Community Foundations with Presenters Jeremy Wells & William Sternberg
HR 2: Doing Well and Doing Good: Business Opportunities in Charitable Planning and Philanthropy with Panelists: Susan Dunlop, Bob Golberg, Tom Wesely and Steve Lear; Moderator: Jerry Brennan
Thanks to our September
Host & Platinum Partner |
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R.S.V.P.
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ProBono Advanced Planning Workshop - September 20, 10:15 AM
Pro Bono Workshop: Pro Bono Boot Camp
Chris Davis, CIMA |
Melanie Hardie, CFP®
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Join us on September 20th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Education workshop. Seating is limited. Select this Optional Item during your registration.
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FPAMN K’Nex Event - September 27
RIA Regulation for Breakfast!
Panel presentation
Keith Loveland, JD, AIFA®, CIDA®, GFS
Loveland Cosulting |
Annette Minor
MN Dept. of Commerce |
Brian Edstrom
MN Dept. of Commerce
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7:15 - 9:00 am
Edinborough Corporate Center - Suite 350
Edina
Coffee and a light bagel breakfast will be provided.
R.S.V.P.
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REGISTER TODAY and save $50!
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
Record-breaking 516 registrants are looking forward to 2016 Annual Symposium!
Presenters include: Ed Slott, Dan Candura, Deidre Van Nest, Jeff Lanza, Nathan Dungan, John Gabriel, Anne Elizabeth Denny, Tom Rowley, Michael Finke, David Kelly, Krishna Memani, Heather Jarvis, Deb Newman, Brian Kostick, Michael Boulette, Aaron Hasler, Weston Wellington, Bob Mauterstock, Gina Pellegrini, Stuart C Bear, James Schomburg, Kelly Hall, Mary Bell Carlson, Matt Cosgriff, Trisha Qualy, Thomas Rippberger and Brian Edstrom.
This Month's Featured Symposium Speaker Articles...
October 10 at 1:10 pm - Gina Pellegrini
Are You a Control Freak?
October 10 at 1:10 pm - Bob Mauterstock, CFP®, CLU, ChFC
The 7 Steps to Protect Your Practice and Your Clients Who Have Diminished Mental Capacity
October 10 at 2:30 pm - Anne Elizabeth Denny
Beyond Mere Checked Boxes
October 11 at 12:30 pm & 1:50 pm - Heather Jarvis
What’s the deal with student loan interest rates?
October 11 at 2:55 pm - Aaron Hasler
Generational Partnerships as Growth Strategy
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Welcome New Members
New Members
Tammy Benson, RBC
Steve Blume, RBC
Steve Browning, Marsh Private Client Services
Rachel Dahl, Hellmuth & Johnson, PLLC
Matt Jorgensen, CFP®, Ameriprise Financial Services, Inc.
Christina Lund, NorthRock Partners LLC
Rose McNeely, Inver Grove Heights
Michael Pohl, St Paul, MN
Jeffrey Schlicht, Summit Financial Advisors
Noel Stave, RBC Correspondent & Advisor Services
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!
20 Years
Janet Stanzak, CFP®
15 Years
Tom Luing, CFP®
Donna Murr, CFP®
10 Years
Dale Acton, CFP®
Karen Becker-Gemmill, CFP®
Sean McTeague, CFP®
5 Years
Ron Hansen, CFP®
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Member Services
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Programs
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!
Hour 1: Alternative Investing: A Key to New Possibilities with Presenter Jeff Brainard CFS, CFP®
Ranked 3.02 out of 4.0
Hour 2: 8 Insider Tips to Late Stage College Planning with Presenter Chris Wills
Ranked 3.87 out of 4.0
COMING SOON: ETHICAL CONDUCT with Presenter John Comer
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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
Details on the FPA of MN website
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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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