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- September 20, 7:30-10:00 am - HR 1: Charitable Planning and Community Foundations; HR 2: Doing Well and Doing Good: Business Opportunities in Charitable Planning and Philanthropy - Panel, GVCC - Register
- September 20, 10:15 - 11:15 am - Pro Bono Boot Camp - following the chapter meeting - select this optional item during registration, Main Room, GVCC - Register
- September 27, 7:15 - 9:00 am - K’Nex: RIA Regulation for Breakfast! Panel presentation with Keith Loveland, JD, AIFA, CIDA, GFS & Annette Minor and Brian Edstrom, Minnesota Department of Commerce - Register
- September 29, 3:00 - 4:30 pm - FPA MEDIA TRAINING - Register
- September 29, 5:30 - 7:00 pm - CFP® Certificant Connection – Minneapolis, Hyatt Regency - Register
- October 10-11 - 2016 Symposium - Register
- October 29, 10:00 am - 2:00 pm - Financial Planning Day - Volunteer
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - September 20, 7:30 AM
Charitable Planning - Double Feature
HR 1: Charitable Planning and Community Foundations with Presenters Jeremy Wells & William Sternberg
HR 2: Doing Well and Doing Good: Business Opportunities in Charitable Planning and Philanthropy with Panelists: Susan Dunlop, Bob Golberg, Tom Wesely and Steve Lear; Moderator: Jerry Brennan
Thanks to our September
Host & Platinum Partner |
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R.S.V.P.
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ProBono Advanced Planning Workshop - September 20, 10:15 AM
Pro Bono Workshop: Pro Bono Boot Camp
Chris Davis, CIMA |
Melanie Hardie, CFP®
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Join us on September 20th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Education workshop. Seating is limited. Select this Optional Item during your registration.
R.S.V.P.
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FPAMN K’Nex Event - September 27
RIA Regulation for Breakfast!
Panel presentation
Keith Loveland, JD, AIFA®, CIDA®, GFS
Loveland Cosulting |
Annette Minor
MN Dept. of Commerce |
Brian Edstrom
MN Dept. of Commerce
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7:15 - 9:00 am
Edinborough Corporate Center - Suite 350
Edina
Coffee and a light bagel breakfast will be provided.
R.S.V.P.
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REGISTER TODAY and save $50!
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
Record-breaking 542 registrants are looking forward to 2016 Annual Symposium!
Presenters include: Ed Slott, Dan Candura, Deidre Van Nest, Jeff Lanza, Nathan Dungan, John Gabriel, Anne Elizabeth Denny, Tom Rowley, Michael Finke, David Kelly, Krishna Memani, Heather Jarvis, Deb Newman, Brian Kostick, Michael Boulette, Aaron Hasler, Weston Wellington, Bob Mauterstock, Gina Pellegrini, Stuart C Bear, James Schomburg, Kelly Hall, Mary Bell Carlson, Matt Cosgriff, Trisha Qualy, Thomas Rippberger and Brian Edstrom.
This Month's Featured Symposium Speaker Articles...
October 10 at 2:30 pm - Anne Elizabeth Denny
Beyond Mere Checked Boxes
October 11 at 12:30 pm & 1:50 pm - John Gabriel
Actively Seeking Active Share
October 11 at 10:55 am - Trisha Qualy and Tom Rippberger
The Robo Advisor: Friend or Foe?
October 11 at 10:55 am - Jeff Lanza
Protecting the Generations in the Information Age
Need to Update that Headshot? Symposium Photo Shoots Are Back in 2016
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Welcome New Members
New Members
Jeffrey Botz, Wells Fargo Advisors
Derek Fautsch, Secured Retirement Financial
Lyle Gerhardson, Plymouth, MN
Wookjae Heo, South Dakota State University
Brian Kruse, CFP®, Edina, MN
Austin Mandelkow, Duluth, MN
Adolfo Sotomayor, CorTrust Wealth Management
Melissa Steele, RBC
Nadine Thibault, North Rock Partners
Paul Visser, RBC
Janice Waytashek, RBC
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!
40 Years
Pete Wielinski, CFP®
20 Years
Sandy Johnson, CFP®, CLU, MS, ChFC, CRPC
10 Years
San Asato, CFP®
Brandon Jones, CFP®
James Leach
Brandon Oslund, CFP®, CRPC
Ken Park, CFP®
5 Years
Brett Anderson, CFP®
Eric Graber
David Sayers, CFP®, CLU, MBA
Molly Sebold, CFP®, CPA
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Career Development
Member Services
NexGen
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Pro Bono
Professional Issues
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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!
Hour 1: Alternative Investing: A Key to New Possibilities with Presenter Jeff Brainard CFS, CFP®
Ranked 3.02 out of 4.0
Hour 2: 8 Insider Tips to Late Stage College Planning with Presenter Chris Wills
Ranked 3.87 out of 4.0
COMING SOON: ETHICAL CONDUCT with Presenter John Comer
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Hour 1: The Washington Update with Presenter Jeff Bush
Ranked 3.83 out of 4.0
Hour 2: DOL’s New Rule: Redefining the Role of a Fiduciary with Presenter Eugene Maloney
Ranked 2.96 out of 4.0
Details on the FPA of MN website
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Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
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