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A Huge Thanks
Greetings to all,
It is hard to believe December is already here and the year is nearly over. For my final President’s message, I wanted to take this opportunity to give a huge thanks to those who have worked so hard to make this year such a successful one. We’ve being able to accomplish so much, as you’ve heard and read about (and hopefully experienced!) throughout the year, and it wouldn’t have been possible without the efforts of so many of you.
On a personal note, I had no idea what to expect when I took over as President of FPA at the beginning of the year. In reflecting on the last year, I can honestly say I had more fun and felt more fulfillment than I could ever have imagined. And again, this was because of so many of you.
President's Message
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- December 2, Emerging Trends in Client Engagement, Presenter Brian Kostick with ActiFi, 5:00 pm - 7:00 pm, Mozza Mia, Edina
- December 15, Allied Professional Meeting - Guests attend at member
rates!
Behavioral Finance, Presenter Katherine Collins followed by Networking Social, 3:00 pm - 6:30 pm, GVCC
- January 19, 2016, Economic Forecast 2016 with Presenter Elliot Eisenberg, 7:30 am, GVCC
- February 16, Understanding Market Anomalies, Mind Games with Presenter Jay Mooreland, 7:30 am, GVCC
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - Allied Professional Event - December 15, 2:30 PM
Behavioral Finance: The Nature of Investing
Presenter Katherine Collins
Special Meeting - Spread the Word - All guests are welcome to attend at the Member Rate - Save $25!
Thanks to our December
Host & Platinum Partner |
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Registration and Details
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Emerging Trends in Client Engagement - December 2
FPA of MN K’Nex event facilitated by NexGen –
Open to Everyone.
Note: There will not be any CE provided for this session.
Come learn how to find out what clients value most and how to deliver more of it!
Registration and Networking: 5:00-5:30 pm
Presentation: 5:30-6:30 pm
Additional Networking: 6:30-7:00 pm
Read More
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Brian Kostick
Vice President – Practice Management, ActiFi
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623 REGISTRANTS - Another Symposium Record SHATTERED!!!
Check out the Photo Gallery
A Huge “THANK YOU” to the Partners & Exhibitors who generously contributed to Symposium 2015
Thank You to the Symposium Committee!
Director: Karen D’Aloia
Rachel Infante, Vice
Nick Augustin
Jim Buchanan
Charles Buck
Kyle Dickinson
Bridget Handke
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Echo Huang
Craig Jergenson
Margaret Kruse
Julieann Schroeder
Andy Wayt |
Executive Director:
Bonnie Stanley
Assistants:
Sue Day
Katreena Mortensen
Jolene Swenson
Jessica Weronke |
THANK YOU to our FANTASTIC SPEAKERS!
Keynote Speakers:
Robert Keebler
Michael Kitces
Heather Walser
Doug Lennick
Economist Panel:
Jerry Webman, David Kelly,
and Rick Golod
Jaylene Howard
Hannah Ubl
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Breakout Speakers:
Keith Loveland
Robert Keebler
Alexandra Douwes &
Nellie Morris
Mark Lanterman
Jessica Johnson & Matt Shea
Mike Rothman, Marty Fleischhacker, Annette Minor,
& Brian Edstrom
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Michael Kitces
Chuck Self & Greg Moerchen
Tim Kochis
Sharon Bonnem
Steve Lear & Erin Werde
Jessica Johnson
& Nick Scheibel
Sophia Bera
Daniel Zajac
Sameer Somal & Rita Cheng
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Mark your calendar!
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
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Welcome New Members
New Members
Lisa Barton, Greater Twin Cities United Way
William Berigan, CFP®, Shamrock Wealth Management
Rosanne Boser, CPA, Mayo Foundation
Chloe Briel, Minneapolis, MN
Donald Droegemueller, CFP®, Peak Financial Consulting
Melissa Garcia, Hudson, WI
Patrick Lundy, CFP®, US Bancorp Investments
Barbara Mitchell, JD, Union Bank and Trust
Patrick Rosvold, Inver Grove Heights, MN
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Congrats on Your Member Anniversary!
20 Years
Dan May, CFP®, CRC
Greg Stroh
5 Years
Drew DeWitt
Nancy Freeman, CFP®
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)
Reason to belong to FPA
Professional Development - Learn Your Way
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Career Development
Executive Committee
New Member
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Pro Bono
Professional Issues
Public Relations
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Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
Wealth Management Decisions
Presenter: Ross Levin, CFP®
SEMINAR SPECIAL - $20 - ONE TIME ONLY OFFER! VIDEO RECORDING
CFP and CIMA CE available
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Hour 1 - Navigating the ETF Landscape - Myths and Realities
Presenter Dominic Maister
Hour 2 - Smart Beta and Factor Investing
Presenter Rene Casis
Details on the FPA of MN website
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Thanks to our 2015 Platinum, Gold, Silver and Bronze Partners
Partner Ad
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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