Over $7500 raised
for our charity partner, Homeward Bound.
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Recap: FPA of MN Golf & Bocce Outing
Submitted by Ron Evans - Director, Member Experience
Diamond Partner, Vanguard sponsored the 2017 FPA of MN Golf and Bocce Ball tournament. It was a big success. The weather was a picture perfect day at the Midland Hills Country Club. Thank you to all of the participants for playing golf and bocce ball to support Homeward Bound while having fun away from the office. To that end, the event raised $7,678 for our charity.
Full recap...all the Winners, Here
Photo Gallery
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Call for Volunteers - Twin Cities Financial Planning Day
Mark your calendars! Saturday, October 28 is the 8th annual Twin Cities Financial Planning Day. This is our signature public event, where our members provide free, private consultations and workshops for the public. The event, which typically draws about 200 attendees, is from 10 a.m. to 2 p.m. at the Wilder Center in Saint Paul.
Read More
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- September 19, 7:30 - 10:00 am - HR 1: For the Love of Philanthropy, Presenter - Mike Ricci Jr.; HR 2: Unlocking the Power of Philanthropy for Your Clients, Presenters - Sheryl Morrison, Tom Wesely & Gregory Carlson - GVCC - Register
- September 19, 10:15 – 11:15 am - Pro Bono Workshop - Working with Neighbors in Need, Select this Optional Item during your registration. PLEASE NOTE: This is a required training for planners participating in one-on-one sessions at Financial Planning Day, October 28th, 2017.
- October 16-17 - 2017 FPA of MN SYMPOSIUM, Minneapolis Convention Center - Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - September 19
Double Feature - Planned Giving
HR 1: For the Love of Philanthropy –
Presenter Mike Ricci Jr., CFP®, CAP®
HR 2: Unlocking the Power of Philanthropy for Your Clients –
Presenters: Sheryl Morrison JD, FCEP, Tom Wesely CPA and Gregory Carlson CFP®
7:30 - 10:00 am
Mike Ricci Jr.,
CFP®, CAP®
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Sheryl Morrison
JD, FCEP |
Thomas Wesely,
CPA |
Gregory Carlson,
CFP® |
followed by Pro Bono Workshop - Tools for Working with Neighbors in Need - 10:15 – 11:15 am
Select this Optional Item during your registration. PLEASE NOTE: This is a required training for planners participating in one-on-one sessions at Financial Planning Day, October 28th, 2017.
Thanks to our September
Host & Platinum Partner |
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Register
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Register Today!
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 up to 13 CE Credits: CFP®, CPA, CLE, CIMA, MN & WI Insurance
Speakers confirmed for 2017!
Mary Beth Franklin, Robert Keebler, David Kelly, James Paulsen & Krishna Memani, Jay Mooreland, Carolyn McClanahan, Theresa Rose, Chris Wills, Dan Candura, Amy Wolff, Craig Empey, Mary Schmid, Beth Nemec, Chad Halbur, Ron Rhoades, Mark LeBlanc, Don McNeil, Timothy Duncan, Matt Gulbransen, Marty Fleischhacker, Michael Marben, Joy Sorensen Navarre, RJ Devick, Rob Caverly, Spenser Segal, Jon Luskin, and Amy Hubble
This Month's Featured Symposium Speakers Articles...
October 16 at 4:00 pm - Theresa Rose - The Two Most Important Words in the World for Financial Planning Professionals
October 17 at 2:55 pm - Spenser Segal - Obtaining the Most Value From your Software Technology: Best Practices
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Welcome New Members
Dominic DeMarais, Fairway Independent Mortgage Corp.
Kiersten Fure, Burnsville, MN
Heidi Helmeke, CFP®, Prestige Planning
Stephen Krezinski, Russell Investments
Tami LaCanne, Fairway Independent Mortgage Corp.
View National FPA's Your Membership Advantage Quarterly Discount Guide - Download your copy from the OneFPA website
May 2017
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Congrats on Your Member Anniversary!
45 Years
Paul Kenworthy, CFP®
35 Years
Ross Levin, CFP®
Bob Steffen, CFP®
25 Years
Paul Stein, CFP®
20 Years
Nick Houle, CFP®, CPA/PFS, MBT
10 Years
Casey Anderson, CFP®
Cheryl Coombs, CFP®, CPA
Steve Gilbertson, CFP®
Derek Hicks, CFP®
Joseph Lucey, CFP®
Jean Wolfe, CFP®
5 Years
Dan Heiar, CFP®
David Pratt, CFP®, CPC, QPFC
Tom Rishovd, CFP®
Rick Schultenover, CFP®, CFS
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Career Development
Member Experience
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Membership
Professional Issues
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!
ETHICAL CONDUCT with Presenter John Comer; earn 2 CFP & 2 CIMA ETHICS CE
Asset Planning Double Feature
HR 1: Mechanics & Real Life Strategies Using Reverse Mortgage with presenter Alina Passarelli
HR 2: Special Real Estate Assets in an Estate Plan with presenter Rachel Dahl
The New Fiduciary Landscape
with Presenter Mercer Bullard, 2 hours
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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
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 Ad
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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