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May 2017

Tandem1
 
Tandem2


FPA in the Community - Tandem

Submitted by Seth Tenpenny - Financial Education Committee

Tandem (formerly known as Tapestry Family Resource Center) is a not-for-profit located in south Minneapolis. Tandem’s mission is to serve women (who are often single parents) in crisis. Tandem seeks to achieve its mission through services and outreach such as classes that focus on parenting and relationships, personal development, employment readiness and vocational training. Tandem also provides its clientele with resources that include material needs (care packages and operation of a thrift store) and provides help with permanent housing and rental assistance.

FPA MN was approached three years ago with a request to supplement Tandem’s course offerings with focused learning on improving financial capabilities and empowering better financial decisions. The Financial Education committee was happy to begin working with Tandem.

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  • May 16, 2:30 - 5:00 pm - The New Fiduciary Landscape with Presenter Mercer Bullard - Followed by Networking Social: 5:00-6:30 pm - GVCC
  • May 24, 4:30 - 6:30 pm - Member Appreciation Event - Jason Kallsen from Twin Cities Wine Education will present “Hidden Gems of the Wine World” - The Hopkins Center for the Arts - Register
  • June 28, 5 - 7 pm - FPA of MN NexGen Networking Social - Summit Brewing Company in Saint Paul - Register
  • August 7 - 18th Annual Golf & Bocce Tournament - Midland Hills Country Club, Roseville- Register
See Full Year Calendar...

Bonnie Stanley

Executive Director
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Monthly Chapter Meeting - May 16
The New Fiduciary Landscape with Presenter Mercer Bullard
2:30 - 5:00 pm
followed by Networking Social: 5:00 - 6:30 pm
 Thanks to our May
Host & Platinum Partner
Charles-Schwab-2014

Register
Mercer Bullard - Professor of Law, Director of the Business Law Institute - University of Mississipp 

Member Appreciation Event – May 24, 4:30 – 6:00 pm
Member_Appreciation

Jason Kallsen
from Twin Cities Wine Education will present “Hidden Gems of the Wine World” while you enjoy light appetizers, drinks and networking.

Wednesday, May 24th from 4:30 – 6:00 pm at The Hopkins Center for the Arts. This is our way of saying Thank you for being a long-standing Member of 10 years or MORE!

R.S.V.P.




FPA of MN NexGen Networking Social – June 28, 5:00 - 7:30 pm
Summit Brewing Company in Saint Paul
$20 - Beer and pizza will be included. ​

Register by June 23
Summit Brewing Company
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REGISTER NOW
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017


Top FIVE Reasons to Attend
1. Best-valued conference
for quality education and networking
2. Advanced planning and practice management tracks
to enhance specialized knowledge
3. Empower your practice -
learn from the nation's top experts
4. Meet like-minded professionals
at this top-rated conference
5. Earn CE Credits: 
CFP®, CPA, CLE, CIMA, MN & WI Insurance

Speakers confirmed for 2017!

Mary Beth Franklin, Robert Keebler, David Kelly & Krishna Memani, Jay Mooreland, Carolyn McClanahan, Theresa Rose, Chris Wills, Dan Candura, Amy Wolff, Craig Empey, Mary Schmid, Beth Nemec, Chad Halbur, Ron Rhoades, Daren Roberts, Mark LeBlanc, Don McNeil, Timothy Duncan, Marty Fleischhacker, Michael Marben, Joy Sorensen Navarre, RJ Devick, Rob Caverly, Spenser Segal, Jon Luskin, and Amy Hubble


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Welcome New Members
New Members
Doug King, CFP®, Prosperity Capital Advisors
Jacob Stanczyk, CFP®, Accredited Investors
Pia Teabout, PCG Agencies


View National FPA's Your Membership Advantage Quarterly Discount Guide -
Download your copy from the OneFPA website

Congrats on Your Member Anniversary!
15 Years
John Lawien
, CFP®

10 Years

Chuck Betz, CFP®

Anne Ward, CFP®

5 Years
James Aman, CFP®
Jeanette Garmaker, CFP®
Adam Mans, CFA, CFP®
Michael Metzger, CFP®
Kathleen Tranovich, CFP®
Dan Westin, CFP®, ChFC, CASL
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Career Development
Montgomery Scholarship Winners Announced

Professional Issues
Old and New News
Registration open for 4th Annual FPA Advocacy Day in Washington, DC!
Let your voice be heard on issues that matter!
Member Services
FPA of MN 2017 Annual GOLF and BOCCE BALL OUTING - August 7
Now is the Time to Recognize Exemplary Financial Planners!
FPA has the research you need to run a more successful practice
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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!

ETHICAL CONDUCT with Presenter John Comer; earn 2 CFP & 2 CIMA ETHICS CE

Exit Planning - HR 1: The Psychology of Owner Exits with Presenter Kalli Matsuhashi, MA, LP HR 2: Exit Planning – A Guide to the Process with Presenter Dyanne Ross-Hanson CLU, CFP® ChFC CEPA

Economic Update - GREAT Session!
Presenters Neel Kashkari and
Mark Henneman, 2 hours


Recession Looms: Are We Up the Creek Without A Paddle?
with Presenter Dr. Stephanie Kelton, 2 hours

Watch Video Promos and access more Details on the FPA of MN website
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Thanks to our 2017 Diamond, Platinum, Gold, Silver and Bronze Partners

Partner Ads


2017 Diamond Partner
Vanguard Financial Advisor Services

2017 Platinum Partners
Charles-Schwab-2014 Denny Bennett Group - Klein-Mortgage BrightPath Financial Corp. Jensen Investment Management LifeSprk
 Mairs & Power  Riverbridge Partners  Sit Mutual Funds Stonebridge Capital Advisors

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