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FPA of MN Golf and Bocce Ball event allows Charity Partner to buy new medical equipment
Submitted by Ron Evans, CFP® - Director, Member Experience Committee
Homeward Bound was able to purchase two incredible machines due to the wonderful Golf and Bocce Ball sponsors, FPA of MN golfers & bocce Ball players and their quests and FPA of MN members who donated and purchased raffle tickets. The Bladder Scanner and Spot Vital Device will assist Homeward Bound staff to help their clients. This equipment will make it easier for staff when caring for their clients in house and on the road. The photos indicate Homeward Bounds' appreciation.
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- December 19, 2:30 - 6:00 pm - Allied Professional Meeting & Social, Tax Planning with Presenter Mark Sellner, GVCC -
Register
- January 16, 7:30 - 10:00 am - Minnesota’s Economic Outlook with Presenter Laura Kalambokidis, GVCC
- February 23, 7:30 am - 3:00 pm - 2018 Career Day - DoubleTree by Hilton, Minneapolis – Park Place
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Allied Professional Meeting & Social - December 19
Planning for Tax Reform: Year-End and Beyond
Presenter: Mark Sellner, CPA, JD, LLM (taxation)
2:30 -5:00 PM
followed by Networking Social, 5:00 - 6:30 PM
All guests and non-members receive special Member Rate - save $25!
Thanks to our December
Host & Platinum Partner |
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Monthly Chapter Meeting - January 16
Minnesota’s Economic Outlook
with Presenter Laura Kalambokidis
7:30 am, GVCC
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Mark your calendar!
FPA of MN Annual Symposium
Monday, October 8 - Tuesday, October 9, 2018
Confirmed 2018 Speakers: Stuart Bear, Erin Botsford, John Diehl, Michael Gregory, Bonnie Kirchner, Michael Kitces, Michelle Klisanich, Doug Lennick, Tony Nitti and Marianne Smythe
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Welcome New Members
New Members
Brendan Beckham, Panoramix
Rene Chiriboga, Wells Fargo Advisors
Rory Edelen, Golden Valley, MN
Alex Meehan, Berger Financial Group
Brady Mickolichek, All Star Financial
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!
20 Years
Wil Heupel, CFP®, CLU, MBA, ChFC
15 Years
Ron Evans, CFP®
Joe Nelson, CFP®
10 Years
Ghada El-Gamal, CFP®
Bob Regenfuss
5 Years
Donald McNeil
Jordan Vlastuin, CFP®
Ann Wengronowitz, CFP®
Victoria Williamson
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Career Development
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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