|
Greetings to all,
With the New Year well underway, I wanted to take a few moments to preview a number of things I’m really excited for in 2015. While certainly far from an all-encompassing list, this provides a small “sampler platter” of the many fantastic events and initiatives for the year ahead:
President's Message
|
|
- February 17: The Top 15 Estate and Tax Planning Traps and How to Avoid Them with Presenter John (Jeff) Scroggin, 7:30 am, GVCC
- February 24: 2nd Annual FPA of MN Advocacy Day - 10 am - 2 pm, State Capitol - R.S.V.P.
- February 26: FPA NexGen Happy Hour - 5-7pm, Cooper Irish Pub at the West End - R.S.V.P.
- February 27: FPA of MN Career Day - DoubleTree Minneapolis Park Place, 7:30 am - 3:00 pm
- March 18, WEDNESDAY: Charitable Giving with Presenter Russell James, 7:30 am, GVCC
- April 23, THURSDAY: Chapter Meeting with Presenter Chris Farrell and panelists Jonathan Guyton and Susan Zimmerman, 2:30 pm, GVCC
See Full Year Calendar...
Bonnie Stanley
Executive Director
|
|
Monthly Chapter Meeting - February 17
The Top 15 Estate and Tax Planning Traps and How to Avoid Them with Presenter John (Jeff) Scroggin
| Thanks to our February Host & Platinum Partner |
 |
Read More...
|
|
|
NexGen Happy Hour - February 26
5:00 - 7:00 pm
Cooper Irish Pub - West End
St. Louis Park
R.S.V.P. by January 25th
FPA NexGen will be hosting a Happy Hour on February 26 at Cooper Irish Pub at the West End from 5-7 pm. We will be meeting in the “cocktail corner” area of the Pub. People in FPA under age 36 are encouraged to attend. The event is free for FPA members and first time attendees (otherwise the cost is $10).
|
|
|
The 9th Annual FPA of MN Career Day - February 27
7:30 am - 3:00 pm
DoubleTree by Hilton Minneapolis - Park Place
St. Louis Park
Are You Looking to Hire? Looking to be Hired?
FPA Career Day is designed to simplify the process for you!
Students / Career Changes - $10 (Early Bird until February 2), $25
Final Registration from February 3 to 9, 2015
Fees for both employers and students/career changers include continental breakfast and box lunch; parking is free at the DoubleTree.
Register NOW
|
Keynote Speaker
Sabrina Lowell, CFP®
Advisor, Chief Operating
Officer, Mosaic Financial Partners, Inc., past
NexGen President
|
Mark your calendar!
FPA of MN Annual Symposium
Tuesday, November 3 - Wednesday, November 4, 2015
|
|
|
Welcome New Members
Michael Black, Ataraxis Financial
Sue Franklin, Wells Fargo Advisors
Patrick Krieger, St. Paul, MN
Jeremy Myrum, CFP®, Wealth Enhancement Group
Matthew Nelson, Bloomington, MN
Chad Olson, Wealth Enhancement Midwest
Jon Peterson, Marketplace Home Mortgage
Teal Picka, Burnsville, MN
Chad Rediske, Cottage Grove, MN
Paul Rushman, CLU, ChFC, USAdvisors Insurance Agency
Christine Thomas, Wyoming, MN
Chris Thurin, CRPC, RFC, Thurin, Thurin and Associates
Barbara Tornell, Minneapolis, MN
Scott Wadeson, Glydon, MN
Reason To Belong To FPA
Access to a local FPA chapter
|
Congrats on Your Member Anniversary!
30 Years -
Mark Patridge, CFP®
20 Years -
Greg Prokott, USGA ABC
10 Years -
Becky KriegerCPA, CFP®
5 Years -
Ben Auckenthaler, CFP®/CPA/MBT
Rachel Infante, CFP®
Grant Meyer, CFP®/CFA
February Member Discounts
Sprint
Grainger
National FPA has now published a Quarterly Member Discount Guide - Download your copy from the FPA of MN website (must be logged in to view link) |
|
Career Development
New Member
|
Programs
|
|
|
|
Virtual Learning Seminars
Earn CFP CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
Economic Outlook - Monetary Policy and the Economy with Presenter Dr. Narayana Kocherlakota
Ethical Use of Evolving Technologies with Presenter Mark Lanterman
|
Allied Professional Event
Hour 1: Investment Beliefs, Assumptions, and the Standard of Care
Hour 2: Analyzing Asset Management Firms
with Presenter Thomas Brakke, CFA
Details on the FPA of MN website |
|
|
|
|
Thanks to our 2015 Platinum, Gold, Silver and Bronze Partners
Ads in this newsletter are paid advertisements and reach 3,000+ individuals. The newsletter 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
|
|
|
|
|
|