|
Greetings to all,
I wanted to take some time in this month’s President’s Message to give a huge shout-out to the Programs Committee for a tremendous job in putting together the programs for this year’s Chapter meetings – no small task. The year is off to a great start, already with several highly-rated programs under our belt, including a recent collaborative meeting with the Minnesota Planned Giving Council that featured Dr. Russell James and attracted over 300 attendees! Many great sessions are still in-store, including David Blanchett (May), Andy Biebl (July), and Ross Levin (September.)
President's Message
|
|
- May 19, TUESDAY: Hour 1: Rethinking Retirement. Hour 2: No Portfolio is an Island. Presenter David Blanchett, 7:30 am - 10:00 am, GVCC
- May 19, TUESDAY: ETHICS: Ethical Challenges II. Presenter Dan Candura, 10:15 am - 12:15 pm, GVCC
- May 27, FPA of MN K’Nex - How to Get More ROI from Social Media, Presenter Kristy Gusick, 5:00 - 6:30 pm, Pittsburgh Blue Steakhouse - 3220 West 70th St., Edina
- June 16, The New Macro World and Its Impact on Modern Finance. Presenter Cullen Roche, 7:30 am, GVCC
- July 21, Income Tax Update/Tax Review with Presenter Andy Biebl, 11:30 am, GVCC
- July 21, Pro Bono Workshop: Special Needs Planning and Accounting, 2:15 pm, Ballroom, GVCC
- July 22, FPA of MN K’Nex event facilitated by NexGen - The Pros and Cons of Partnerships – Real Life Examples, with Presenter Aaron Hasler
- July 30, FPA MN First Year Member Networking Social, 5 - 7:30 pm, Rojo Mexican Grill – The Rojo Room, Shops at West End, St. Louis Park - R.S.V.P.
See Full Year Calendar...
Bonnie Stanley
Executive Director
|
|
Monthly Chapter Meeting - May 19, 7:30 AM
Presenter David Blanchett, CFA, CFP®, AIFA®
Hour 1: Rethinking Retirement
Hour 2: No Portfolio is an Island
Thanks to our May
Host & Platinum Partner |
 |
Read More
|
|
|
Ethical Challenges II - May 19
Special Meeting - Ethical Challenges II
10:15 am - 12:15 pm - Presenter Dan Candura, CFP®
Qualifies for 2 hours of Ethics: CFP, MN insurance, CIMA, NASBA and 2 hours of Standard CLE
Read More
|
|
|
How to Get More ROI from Social Media - May 27
FPA of MN K’Nex event facilitated by NexGen – Open to Everyone.
Presenter Kristy Gusick
5:00 - 6:30 pm
Pittsburgh Blue Steakhouse – 3220 West 70th St., Edina
Registration & Networking: 5:00 – 5:30 pm
Presentation: 5:30 – 6:30 pm
Food and cash bar
R.S.V.P. by 5 pm on May 22, 2015
|
|
Mark your calendar - Registration Opening SOON!
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, Kim Lear, Heather Walser, Mark Lanterman, Jessica Johnson, Matt Shea, Nick Shiebel, Jim Maher, Steve Lear, Sameer Somal, Rita Cheng, Chuck Self, Greg Moerchen, Sophia Bera ... PLUS more to come - WOW!
This Month's Featured Symposium Speaker Article...
November 4th at 1:15 pm
Tim Kochis, Managing the Complexities of Executive Compensation and Concentrated Stock Positions
|
|
|
Welcome New Members
New Members
Tony Haider, MetLife Premier Client Group
Jeff Haines, ActiFi
Patrick Haspert, CFP®, Ameriprise Financial
Dan Heibert, ActiFi
Michael Henriksen, Securian Financial Group
Jay Higgins, Educators Financial Services
Oleg Iatic, ActiFi
Amber Miller, The Planning Center
Mark Nahlovsky, ActiFi
Laura Pechacek, CFP®, CliftonLarsonAllen Wealth Advisors
Michael Russell, Minnesota Philanthropy
Wayne Wagner, Ameriprise Financial
May Member Discounts
Comcast Business Class powered by Integrated Communications
National FPA has now published a 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)
|
Congrats on Your Member Anniversary!
20 Years
Kathy Moss, CFP®, CFS
Mark VandenEinde
15 Years
Julie Dillon, CFP®
5 Years
Steve Finkelstein, CFP®
Bridget Handke, CFP®
Jeff Ohe, CFP®
Peter Conrad, CFP®
Kenneth Ericson, CFP®
Jon Kreps, CFP®
Deb Kuper, CFP®
Jim Mertz, CFP®
Paul Parnell
Reason to Belong to FPA
Job Board
View FPA Jobs Section.
|
|
Career Development
Executive Committee
Financial Education
New Member
|
NexGen
Pro Bono
Professional Issues
Public Relations
|
|
|
|
Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
The Top 15 Estate & Tax Planning Traps and How to Avoid Them
with Presenter John (Jeff) Scroggin
Charitable Planning
with Presenter Dr. Russell James
Details on the FPA of MN website
|
Hour I: Unretirement - How Baby Boomers Are Changing the Way We Think About Work, Community, and the Good Life
with Presenter Chris Farrell
Hour II: Unretirement - A New Reality - The Changes Coming in Retirement Income and Life Planning and How That Affects our Clients’ Plans
Panel: Chris Farrell, Jonathan Guyton, CFP® and Susan Zimmerman, LMFT ChFC CLU |
|
|
|
|
Thanks to our 2015 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
Partner Ads
Partner Resources
- Behringer
- PCG Agencies, Inc.
|
|
|
|
|
|