Jeanna Fifer
2016 President
|
FPA of MN Takes GOLD at CLC
Minnesota was well represented at the OneFPA Chapter Leaders Conference on November 19-21 in Broomfield, CO. The Chapter Leaders Conference is a great time for local leaders of FPA to get together and share experiences to help one another. It is also a time to develop an understanding of our larger organization and formulate plans for the year ahead in our chapter. Many of the breakouts are spent learning and sharing best practices. Minnesota is fortunate to be a leader within the chapter network of OneFPA, that being said, there were many ideas and strategies that our contingent is bringing back to work on in the coming months.
President's Message
|
Welcome to the 2016 Board of Directors
Jeanna Fifer, President
Sara Kantor, President-Elect
Steve Gilbertson, Chairperson
Bob Eichten, Secretary-Treasurer
Megan Olson, Career Development Director
Jason Kley, Financial Education Director
Ron Evans, Member Experience Director
Bradley Barinsky, New Member Director |
Mark Brice, NexGen Director
Craig Jergenson, Partnerships Director
Chris Davis, Pro Bono Director
Aaron Hasler, Programs Director
Scott Nelson, Professional Issues Director
Grant Meyer, Public Relations Director
Rachel Infante, Symposium Director |
|
- January 19, 2016, Economic Forecast 2016 with Presenter Elliot Eisenberg, 7:30 am, GVCC
- January 28, First-Year Member Social, 5:00 - 7:30 pm - BoneFish Grill - West End, St. Louis Park - R.S.V.P.
- February 16, Understanding Market Anomalies, Mind Games with Presenter Jay Mooreland, 7:30 am, GVCC
- February 26, 10th Annual FPA of MN Career Day - 7:30 am – 3:00 pm, DoubleTree by Hilton, Minneapolis – Park Place, Register Today
See Full Year Calendar...
Bonnie Stanley
Executive Director
|
|
Monthly Chapter Meeting - January 19, 7:30 AM
2016 Economic Conditions and Forecast
Presenter Elliot Eisenberg, Ph.D.
Thanks to our January
Host & Platinum Partner |
|
Registration and Details
|
|
|
First-Year Member Social - January 28
5:00 - 7:30 pm
BoneFish Grill - West End
St. Louis Park
All first year members are invited. Meet other new members and the Board of Directors. Enjoy Complimentary Beverages & Appetizers!
R.S.V.P. by January 22nd
|
|
|
10th Annual FPA of MN Career Day - February 26
FPA of Minnesota Career Day 2016
7:30 am – 3:00 pm
DoubleTree by Hilton, Minneapolis – Park Place
Are You Looking to Hire? Looking to be Hired?
FPA Career Day is designed to simplify the process for you!
Fees:
Employers - FPA Members $275; Non-Members $325
Students / Career Changes - $10 Early Bird until February 1, $25 Final Registration from February 2 to 8, 2016
This event fills fast - Register Today!
|
Keynote Speaker
Jonathan Guyton, CFP®
Principal, Cornerstone Wealth Advisors, Inc.
|
Mark your calendar!
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
Details coming in early spring.
|
|
|
Welcome New Members
New Members
Saul Bauman, Laurel Wealth Planning
Byron Blaine, Transamerica Retirement Management
Connie Bloom, MarketPlace Home Mortgage, LLC
Kevin Fruechte, Minneapolis, MN
Jon Hachfield, CFP®, Ameriprise Financial
Derek Hagen, CFP®, Marquette Asset Management
Tom Jaremko, CFP®, Ameriprise Financial Services
Coresa Leighty, Cornerstone Wealth Advisors
Michael Lewis, Transamerica Retirement Management
Josh Little, St Paul, MN
Dave Petroske, MarketPlace Home Mortgage, LLC
Bruce Raymond, MarketPlace Home Mortgage, LLC
Ahmed Samaha, CFP®, Joern, Samaha, Ryan and Associates
Arlen Stern, Ameriprise Financial
Lisa Torguson, Maple Grove, MN
Michael Young, CFP®, Financial Strategies Group
Reason to belong to FPA
OneFPA Member Advantage Program
|
Congrats on Your Member Anniversary!
20 Years
David Koch, CFP®, CFA
Amy Wolff, CFP®, CDFA
10 Years
Thomas Brown, CFP®
Aaron Fulton, CFP®
Jay Higgins, CFP®
Tim Jenneke, CFP®
James Lund, CFP®, MBA
Mike Miller, CFP®
Dave Nordmeier, CFS, CFP®
Brad North, CFP®
5 Years
Derek Blankenship, CFP®
Jeff Dekko, CFP®
Scott Jensen
Jon Lynn
Josh Wolberg, CFP®, MBA
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)
NEW Member Benefit
ComConnect File Sync
|
|
| Career Development
|
Professional Issues
|
|
|
|
Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
Hour 1 - Navigating the ETF Landscape - Myths and Realities
Presenter Dominic Maister
Hour 2 - Smart Beta and Factor Investing
Presenter Rene Casis
|
Behavioral Finance: The Nature of Investing
Presenter Katherine Collins
Details on the FPA of MN website
|
|
|
|
|
Thanks to our 2016 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
|
|
|
|
|
|