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Greetings to all,
For this month’s president’s message, I wanted to give a huge thanks to the folks who really are the lifeblood of our organization, the fantastic partners of FPA of Minnesota. For information regarding our 2015 partners and what they can offer, I highly encourage you to check out the partner page on the FPA of MN website to learn more.
President's Message
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- June 16, The New Macro World and Its Impact on Modern Finance. Presenter Cullen Roche, 7:30 am, GVCC
- June 24, FPA NexGen Happy Hour, 4:30 - 6:30 pm, brewery tour at 5:00 pm, Insight Brewery in Minneapolis
- 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, FPA of MN K’Nex event facilitated by NexGen - The Pros and Cons of Partnerships – Real Life Examples, with Presenter Aaron Hasler
- 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 -
Register by June 16th & receive a FREE MULLIGAN! Signup Your Foursome
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - June 16, 7:30 AM
New Macro World & Its Impact on Modern Finance
Presenter Cullen Roche
Thanks to our June
Host & Platinum Partner |
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Read More
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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.
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Registration Open NOW!
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, Sharon Bonnem, 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 7:55 am - 75 Best Income Tax Strategies to Generate Tax Alpha™
November 3rd at 12:40 pm - Digging Deeper into Strategic and Tactical Tax Strategies
Robert Keebler, CPA, MST, AEP, Best Income Tax Strategies for Financial Professionals
November 3rd at 9:40 am - Applying Behavioral Finance In Your Financial Planning Practice
November 3rd at 12:40 pm & 2:00 pm - To Roth or Not to Roth
Michael Kitces
MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™
How Do You Deal With Irrational Financial Behavior?
November 4th at 11:55 am - Women: Wired to Invest
Jaylene Howard, CFA, CAIA, Women: The growing opportunity
Registration Open NOW!
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Welcome New Members
New Members
Robert Bruner, CFP®, ChFC, Valtinson-Bruner Financial
Daniel Johnson, JNBA Financial Advisors
Richard Lett, LeClair Group
Greg Mergens, Greg Mergens Insurance
John Mulloy, CFP®, Thrivent Financial
Dustin Robbins, Tempo Investment Advisors
Lucas Traxler, JNBA Financial Advisors
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
Events & Conferences
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Congrats on Your Member Anniversary!
25 Years
Thomas Wright, Jr, CFP®
20 Years
John House, CFP®, ChFC
Eric Moleski, CFP®
15 Years
Larry DeGraaf, CFP®, ChFC, CLU, CSA
Peter Silbaugh, CFP®
Todd Steger, CFP®
Nate Wenner, CFP®, CPA, PFS, CIMA
10 Years
Cathy Juilfs, AIFA, CEBS, CFP®
5 Years
Robert Bonine, CFP®
Anders Haugen, CFP®
Jeremy Lipinski, CFP®
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Career Development
Member Experience
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New Member
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: Unretirement - How Baby Boomers Are Changing the Way We Think About Work, Community, and the Good Life
with Presenter Chris Farrell
Hour
II: Unretirement - A New Reality - The Changes Coming in Retirement
Income and Life Planning and How That Affects our Clients’ Plans
Panel: Chris Farrell, Jonathan Guyton, CFP® and Susan Zimmerman, LMFT ChFC CLU
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Hour I: Re-thinking Retirement
Hour II: No Portfolio is an Island
Presenter David Blanchett, CFA, CFP®, AIFA® - Ranked 3.69 out of 4.0
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
Partner Chapter Meeting Host Follow-up Article
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