|
Greetings to all,
For this month’s newsletter, I wanted to take the opportunity to revisit a key theme for FPA of MN leadership for 2015: Making sure we are empowering FPA members to serve people of all income levels. As noted in the past, as a key component of the FPA of Minnesota 5-year vision, this initiative stresses the fact that it is important that collectively among our committees, we are empowering our members to serve the high net worth, people with low income, those in their “golden years,” Gen X and Gen Y, and everything in between.
President's Message
|
|
- August 3,16th Annual Golf & Bocce Ball Outing, Majestic Oaks Golf Club, Ham Lake
- September 15, Wealth Management Decisions with Presenter Ross Levin, CFP®, 7:30 am, GVCC - REGISTER
- September 15, Pro Bono Workshop: Debt Management, 10:15 am, San Francisco Room, GVCC
- September 23, How to Serve Gen XY Clients – Real Life Examples, Presenter and location TBA
- October 17, Financial Planning Day, 10:00 am - 2:00 pm, Wilder Center - 451 Lexington Parkway N,
St. Paul - Volunteer info
- October 29, FPA MN First Year Member Networking Social, 5 - 7:30 pm, Pazzaluna Urban Italian Restaurant & Bar – The Mural Room, St. Paul - R.S.V.P.
See Full Year Calendar...
Bonnie Stanley
Executive Director
|
|
Monthly Chapter Meeting - September 15, 7:30 AM
Wealth Management Decisions
Presenter Ross Levin, CFP®
Thanks to our September
Host & Platinum Partner |
|
Read More
|
|
|
Pro Bono Workshop: Debt Management - September 15
Following the Chapter Meeting - 10:15 - 11:15 am
Presenters: Chris Davis, CIMA, Melanie Hardie, CFP®
Read More
|
|
How to Serve Gen XY Clients – Real Life Examples - September 23
FPA of MN K’Nex event facilitated by NexGen – Open to Everyone.
Note: There will not be any CE provided for this session.
Coming up on September 23rd
will be a K’Nex event (open to all, not just NexGen) that will provide a
window into several models for serving Gen X
and Gen Y clients. This won’t be a presentation on theory, instead, it
will offer specific examples of advisors helping real life Gen X and Gen
Y clients.
Registration and Networking: 4:45-5:00 pm
Presentation: 5:00-6:00 pm
Additional Networking: 6:00-6:30 pm
Read More |
|
|
FPA MN First Year Member Networking Social - October 29
Pazzaluna Urban Italian Restaurant & Bar – The Mural Room
360 St. Peter Street
St. Paul , MN 55102
651-227-2749
R.S.V.P.
We welcome all members in their first year of membership in the FPA of Minnesota
|
![]() 
|
|
Register NOW! EARLY BIRD ENDS TODAY - JULY 31st
FPA of MN Annual Symposium
Tuesday, November 3 - Wednesday, November 4, 2015
Presenters include Robert Keebler, Michael Kitces, Jill Schlesinger, Richard Golod, Jerry Webman, David Kelly, Doug Lennick, Jaylene Howard, Tim Kochis, Kim Lear, Heather Walser, Mark Lanterman, Jessica Johnson, Matt Shea, Nick Shiebel, Sharon Bonnem, Steve Lear, Ern Werde, Sameer Somal, Rita Cheng, Chuck Self, Greg Moerchen, Sophia Bera, Alexandra Douwes, Nellie Morris, Suzette Rothberg, Mike Rothman, Marty Fleischhacker, and Daniel Zajac.
This Month's Featured Symposium Speaker Articles...
November 3rd at 2:00 pm - Greg Moerchen & Chuck Self
ERISA Fiduciary Overview
November 4th at 1:15 pm - Jessica Johnson & Nick Scheibel
What Gives? The How, When, and What of Charitable Giving
Register NOW!
|
|
|
Welcome New Members
New Members
Lauren Brown, Innovate Financial
Elizabeth McCray, Minnesota Philanthropy
Ian Nohner, The Nohner-Black Group
Olga Sydorenko, Financial Compass
Derek Van Calligan, Sheboygan, WI
View National FPA's Quarterly Member Discount Guide - Download your copy from the FPA of MN website (scroll down to FPA National section; must be logged in to view link)
August Discounts
Beyond Pixels |
Congrats on Your Member Anniversary!
30 Years
Kay Kramer, CFP®
Douglas Pagel, CFP®
20 Years
Gaylen Harms, CFP®/CLU/ChFC
15 Years
Ryan Haag, CFP®/CLU/ChFC/RFL/ REBC/RHU
10 Years
Jennifer Ragborg, CFP®
5 Years
Leon Chen
Rick Firth
Darin Pilacinski, CMFC
Clay Swanson, CFP®, CFS
|
|
Career Development
Financial Education
Member Experience
|
NexGen
Pro Bono
Professional Issues
|
|
|
|
Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
New Macro World & Its Impact on Modern Finance
Presenter: Cullen Roche
|
2015 Federal Tax Update for Tax and Financial Planning Professionals
Presenter: Andy Biebl, CPA
Details on the FPA of MN website
|
|
|
|
|
Thanks to our 2015 Platinum, Gold, Silver and Bronze Partners
Platinum Partner Spotlight: Sit Mutual Funds - ERISA, the Younger Generation and Preparing for Retirement
Partner Ads
- Gold Partner - Advyzon
What is Advyzon?
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
|
|
|
|
|
|