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Greetings to all,
For those that are able to attend our monthly Chapter meetings at Golden Valley Country Club, you likely often hear me talk about the fact that we are striving to do all that we can to maximize the value of your FPA membership. I wanted to take a few moments to make you aware of some opportunities you may not yet be taking advantage of that I believe could significantly add value for your membership dollars:
President's Message
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- October 17, Financial Planning Day, 10:00 am - 2:00 pm, Wilder Center - 451 Lexington Parkway N,
St. Paul - SHOUT OUT for VOLUNTEERS - Volunteer info
- October 20, Hour 1 - Navigating the ETF Landscape | Myths and Realities, Presenter Dominic Maister, Hour 2 - Smart Beta and Factor Investing, Presenter Rene Casis, Noon - 2:00 pm, GVCC
- October 29, FPA MN First Year Member Networking Social, 5 - 7:30 pm, Pazzaluna Urban Italian Restaurant & Bar – The Mural Room, St. Paul - R.S.V.P.
- November 3 - 4, Symposium 2015, Minneapolis Convention Center - REGISTER
- December 15, Behavioral Finance, Presenter Katherine Collins followed by Networking Social, 3:00 pm - 6:30 pm, GVCC
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - October 20, 11:30 AM
Hour 1 - Navigating the ETF Landscape | Myths and Realities
Presenter Dominic Maister
Hour 2 - Smart Beta and Factor Investing
Presenter Rene Casis
Thanks to our October
Host & Platinum Partner |
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Read More
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FPA MN First Year Member Networking Social - October 29
Pazzaluna Urban Italian Restaurant & Bar – The Mural Room
360 St. Peter Street
St. Paul , MN 55102
651-227-2749
R.S.V.P.
We welcome all members in their first year of membership in the FPA of Minnesota
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Register NOW! Earn up to 15 CEs: MN-WI insurance, CPAs, CIMA, and CLE
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, Hannah Ubl, Heather Walser, Mark Lanterman, Jessica Johnson, Matt Shea, Nick Shiebel, Sharon Bonnem, Steve Lear, Erin Werde, Sameer Somal, Rita Cheng, Chuck Self, Greg Moerchen, Sophia Bera, Alexandra Douwes, Nellie Morris, Dave Petzke, Mike Rothman, Marty Fleischhacker, Annette Minor, Brian Edstrom and Daniel Zajac
Register NOW!
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Welcome New Members
New Members
George Catsuros, Minneapolis, MN
Scott Fjellman, Child Lake Investments, LLC
Katie Frazier, Bloomington, MN
Tim Koch, Plymouth, MN
Robert Monson, Thrivent Financial
Daniel Roeschlein, Humphrey, Pawelk & Associates
John Rudi, CRPC, Parr Knight Wealth
Norris Waalen, Runestone Wealth
View National FPA's Quarterly Member Discount Guide - Download your copy from the FPA of MN website (after following the link, scroll down to FPA National section; must be logged in to view link)
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Congrats on Your Member Anniversary!
30 Years
Lloyd Woelfle, CFP®
15 Years
Angus Bennett
5 Years
Mark Brice, CFP®
Ellen Fee, CFP®
John O’Keefe, CFP®
October Discount
Merchology.com
Reason to belong to FPA
Business Success Partner - Peak Advisor Alliance
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Career Development
Financial Education
Member Experience
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New Member
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.
2015 Federal Tax Update for Tax and Financial Planning Professionals
Presenter: Andy Biebl, CPA
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Wealth Management Decisions
Presenter: Ross Levin, CFP®
NEW SEMINAR SPECIAL - $20 - ONE TIME ONLY OFFER! VIDEO RECORDING
Details on the FPA of MN website
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Thanks to our 2015 Platinum, Gold, Silver and Bronze Partners
Partner Ads
- Platinum Partner - Sit Mutual Funds
Partner Resources
- Sit Mutual Funds
- Kaplan Financial Education
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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