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- March 16, 9:00 am - 3:30 pm - FPA of MN 4th Advocacy Day – MN State Office Building, R.S.V.P.
- March 21, 11:30 am - 2:00 pm - Midday with Michael Kitces
HR 1: Strategies To Maximize The Value Of Roth Conversions; HR 2: New World of Social Security - GVCC - Register
- March 29, 5:00 - 7:30 pm - FPAMN K’Nex: Wonder Woman in the Workplace: The ROI for Cultivating Confidence & Taking Risks with Presenter Betsy Koepke - Mozza Mia - Register
- April 18, 7:30 - 10:00 am - Joint meeting with Exit Planning Institute - 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 – GVCC - Register
- April 18, 10:15 am - 12:15 pm - Ethical Challenges 2017 with Presenter Dan Candura, CFP® – GVCC; qualifies for 2 hours of ethics CE for CFP, MN insurance, CIMA, and NASBA/CPE - Register
- April 27, 5:00 - 7:30 pm - FPA of MN First Year Member Networking Social at Pinstripes Bistro-Bowling-Bocce - R.S.V.P.
See Full Year Calendar...
Bonnie Stanley
Executive Director
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FPA of MN 4th Advocacy Day - March 16
9:00 am - 3:30 pm
MN State Office Building
St. Paul
Create awareness for financial planning and the Financial Planning Association of Minnesota; Offer our association as a resource to policy makers and legislators; and Visit with your Representative and/or Senator, and/or other policy makers.
R.S.V.P. by March 12
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Monthly Chapter Meeting - March 21, 11:30 AM
Midday with Michael Kitces
HR 1: Strategies To Maximize The Value Of Roth Conversions
HR 2: New World of Social Security
Thanks to our March
Host & Diamond Partner |
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Register
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FPA of MN K'Nex Event - March 29, 5:00 PM
Wonder Woman in the Workplace: The ROI for Cultivating Confidence & Taking Risks
with Presenter Betsy Koepke
Mozza Mia
50th & France, Edina
Appetizers provided and cash bar available
Register by March 25
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REGISTER NOW
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017
These 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, Brian Edstrom, Marty Fleischhacker, Joy Sorensen Navarre, RJ Devick and more to come!
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Welcome New Members
New Members
Brian Behl, CFP®, CRPC, CDFA, Bronfman E.L. Rothschild
Joseph Bloodgood, CFP®, Minneapolis, MN
Greg Donahue, CRPC, E*Trade Financial
Brent Fischer, US Bank
Gregory Gassert, CFP®, Guardian Wealth Strategies
Skip Johnson, Great Waters Financial
Randy Kemnitz, CFP®, Kaplan Financial Education
Michael Kotila, CFP®, Olson Wealth Group
Erich Leidel, Sawtooth Solutions
Reba Lolo, Billerica, MA
Roger Peterson, Hastings MN
Natalie Stagle, Wealth Enhancement Group
Nicole Webb Devries, CFP®, Wealth Enhancement Group
Bryan Webster, Carlson Capital Management
View National FPA's Your Membership Advantage Quarterly Discount Guide - Download your copy from the OneFPA website
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Congrats on Your Member Anniversary!
25 Years
Jim Goedtke, CEO, RFC, CSA
20 Years
Ellen Scholz, CFP®
15 Years
Debra Groezinger, CFP®, CPA/PFS
Brad Jenson, CFP®, CIMA
Jeff Thorup
10 Years
Nancy Bergstrom, CFP®
Jonathan Liang, CFP
John Pitz, CFP, ChFC, CLU
5 Years
Steve Plant, CFP®
Duane Swanson, CFP®
Kathy Swart, CFP
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Career Development
Financial Education
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Professional Issues
Programs
Public Relations
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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!
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Thanks to our 2017 Diamond, Platinum, Gold, Silver and Bronze Partners
2017 Diamond Partner
2017 Platinum Partners
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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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