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September 2016


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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
Sit Investment Associates, Inc.

R.S.V.P.


ProBono Advanced Planning Workshop - September 20, 10:15 AM
Pro Bono Workshop: Pro Bono Boot Camp
 Chris Davis, CIMA
Chris Davis, CIMA
 Melanie Hardie, CFP®
Melanie Hardie, CFP®
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.

FPAMN K’Nex Event - September 27
RIA Regulation for Breakfast!
Panel presentation
Keith Loveland, JD, AIFA®, CIDA®
Keith Loveland, JD, AIFA®, CIDA®, GFS
Loveland Cosulting
Annette Minor - MN Dept. of  Commerce
Annette Minor
MN Dept. of Commerce
Brian Edstrom - MN Dept. of Commerce
Brian Edstrom
MN Dept. of Commerce
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, CF, 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

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
Deadline for Symposium Scholarship is September 15th
CFP® Certificant Connection – Minneapolis
CFP® Board Resources

Member Services

Recap: Golf & Bocce Ball Outing

NexGen
Review of NexGen Gathering from FPA of MN Scholarship Winner Lauren Klein
NexGen Saints Ballpark Outing Sees a 15 - 1 Win over the Sioux Falls Canaries
Pro Bono
Pro Bono Committee Staffing Financial Resources Table at 2nd Annual Power of One Fun Run
Call for Volunteers - Twin Cities Financial Planning Day

Professional Issues
SEC Proposed Rule on Continuity Planning by Registered Investment Advisers
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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

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

Partner Ad
2016 Platinum Partners
Ameriprise-Financial Charles-Schwab-2014 Denny Bennett Group - Klein-Mortgage Gradient Financial Group Jensen Investment Management
Mairs & Power Marketplace Mortgage, LLC Riverbridge Partners Sit Stonebridge
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phone: 763-781-1212
web:
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