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FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017
Take advantage of the great expertise and knowledge being shared at our 2017 FPA of Minnesota Symposium! There are only a few days left to register.
Presenters include 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. |
There are numerous upcoming
volunteer opportunities with BestPrep and community-based
organizations.
If you are interested in participating, contact
Jason Kley
jason@carlsoncap.com
952-230-6705.
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FPA Pro Bono at Minnesota National Guard’s Power of One Fun Run and Walk
Submitted by San Asato, CFP® - Director, Pro Bono Committee
Last year, Minnesota National Guard had the unfortunate record of being second in the country behind Pennsylvania for suicides. 40 soldiers felt that they had no option but to take their own lives over the last 5 years. 50 took their own lives over the course of 8 years. To help soldiers, Minnesota National Guard started an Resilience, Risk Reduction, and Suicide Prevention program training 320 Suicide Intervention Officers and resilience trainers, raising awareness with testimonial talks, videos, roundtables, and family inclusive events like Power of One Fun Run and Walk.
This year’s event on September 10th, at National Guard’s Arden Hills Training Center drew 650 soldiers, the biggest turnout ever. Member San Asato and his son, Chief Petty Officer Yoshi Asato (U.S. Navy Reserves) were there manning FPA resource table engaging soldiers and handing out military specific financial planning materials created by FPA Massachusetts and National.
Read More
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- October 16-17 - 2017 FPA of MN SYMPOSIUM, Minneapolis Convention Center - Register
- October 25 - FPA MN First Year Member Morning Networking - Metropolitan Ballroom, Golden Valley - Register
- October 28 - Financial Planning Day - 10:00 am - 2:00 pm - Wilder Center, St. Paul - Volunteer
See Full Year Calendar...
Bonnie Stanley
Executive Director
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FPA MN First Year Member Morning Networking - October 25, 7:30 am
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Financial Planning Day - October 28
Wilder Center - St. Paul
10:00 am - 2:00 pm
Volunteer CFP® professionals needed to provide one-on-one counseling and
to present financial planning workshops to area residents.
Volunteer
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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 CE Credits: CFP®, CPA, CLE, CIMA, MN & WI Insurance
This Month's Featured Symposium Speakers Articles...
October 16 at 2:30 pm - Chad Halbur - Proactive Strategies to Provide Added Value to Clients
October 17 at 1:50 pm - Joy Navarre - 5 Questions that Can Reduce Your Clients' Student Loan Stress and Save Them Thousands of Dollars
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Welcome New Members
New Members
Jeffrey Gustafson, Ameriprise Financial
Ryan Prochaska, Chestnut Cambronne PA
Steven Schoenberger, Affiance Financial
Trevor Thomas, RSM
Sidia Wright, M & M Mortgage
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!
35 Years
Buzz Moen, CFP®
25 Years
John Barbier, ChFC
Anne Kiefer, CFP®
Doug Ritter, CFP®
15 Years
Larry Altman, CFP®, CLU
10 Years
Ronald Hume
Tim Schaefer, CFP®
Kris West
5 Years
Trevor Christian
Amelia Gieschen
Kristy Gusick
Jason Kley, CFP®, AIF, MBA
Jay Mooreland, CFP®, MS
Megan Rooney, CFP®
Peter Schmitz, CFP®, CFA
Alan Stricker
Jim Vizanko
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Career Development
Executive
Professional Issues
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Member Experience
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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
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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