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Greetings to all,
As 2015 (and the beginning of my term as FPA of MN President) approached, I will admit that I had no idea what to expect for the year ahead. Three months in, I can honestly say I’ve had more fun and had a greater sense of fulfillment than I could have imagined. In just this short amount of time, the work that has been accomplished by our fantastic Board members, our dedicated committee members and other volunteers, and of course, by our wonderful Executive Director, Bonnie Stanley, and her team has been remarkable. A few successes so far for the year:
President's Message
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- April 23, THURSDAY: Pro Bono Workshop: Financial Planners Counsel Military Personnel and Families, 1:15 - 2:15 pm,Somerset Room, GVCC (select this optional item when registering for Chapter Meeting)
- April 23, THURSDAY: Hour 1: Unretirement: How Baby Boomers Are Changing the Way We Think About Work, Community and the Good Life with Presenter Chris Farrell, Hour 2: Unretirement: A New Reality - The changes coming in retirement income and life planning and how that affects our clients' plans; Panel Presentation with Chris Farrell, Susan Zimmerman, and Jonathan Guyton, 2:30-5:00 pm, GVCC, followed by Networking Social: 5:00-6:30 pm
- April 30, First Year Member Social: 5:00 pm - 7:30 pm, Biaggi’s Ristorante Italiano – Eden Prairie Center
- May 19, TUESDAY: Hour 1: Rethinking Retirement. Hour 2: No Portfolio is an Island. Presenter David Blanchett, 7:30 am - 10:00 am, GVCC
- May 19, TUESDAY: ETHICS: Ethical Challenges II. Presenter Dan Candura, 10:15 am - 12:15 pm, GVCC
- May 27, FPA of MN K’Nex - How to Get More ROI from Social Media, Presenter Kristy Gusick, 5:00 - 6:30 pm, Pittsburgh Blue Steakhouse - 3220 West 70th St., Edina
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Pro Bono Workshop: Financial Planners Counsel Military Personnel and Families - April 23
with Presenter John Bergstrom,
CFP®, ChFC, CLU, CDFA and
Lt. Commander
in the U.S. Navy (Reserves)
(select this optional item when registering for Chapter Meeting)
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Monthly Chapter Meeting - April 23, 2:30 PM
Hour 1: Unretirement: How Baby Boomers Are Changing the Way We Think About Work, Community and the Good Life with Presenter Chris Farrell
Hour 2: Unretirement: A New Reality - The changes coming in retirement income and life planning and how that affects our clients' plans, Panel with Chris Farrell, Jonathan Guyton and Susan Zimmerman
Followed by Networking Social from 5:00-6:30 pm
Thanks to our April
Host & Platinum Partner |
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First Year Member Social - April 30
5:00 - 7:30 pm
Biaggi’s Ristorante Italiano – Eden Prairie Center
Don't miss the next First Year Member Social!
Enjoy Great Networking, Complimentary Beverages & Appetizers!
R.S.V.P. by April 24th
First Year Members - Mark your calendar now and plan to attend our other first year member socials: July 30th in Wayzata, and October 29th
in downtown St. Paul.
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Mark your calendar!
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, Jim Maher, Steve Lear, Sameer Somal, Rita Cheng, Chuck Self, Greg Moerchen ... PLUS more to come - WOW!
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Welcome New Members
Janice Fier, Welch, MN
Stephen Klein, Monticello, MN
Aaron Putman, CFP®, Haukedahl Financial Services
Scott Shinnick, Stonebridge Capital Advisors
Reason to Belong to FPA
Practice Management Resources
Check out the FPA Website for helpful articles on building client relationships.
April Member Discounts
National FPA has now published a 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)
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Congrats on Your Member Anniversary!
15 Years -
Jill Dawson
Caroline Emswiler, CFP®
Dean Ferkinhoff, CFP®
Daryl Goughnour, CFP®, MBA
David Thesing, CFP®, CLU, ChFC
10 Years -
Genell Hollahan, CFP®
5 Years -
Kelly Anderson, CFP®
Scott Gislason
Renay Henderson, CFP®
Kathryn Noel, CFP®
Sam Somuri, CFP® |
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Career Development
Financial Education
New Member
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NexGen
Pro Bono
Professional Issues
Programs
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Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
Hour I: Top 10 Charitable Planning Strategies for Financial Advisors
Hour II: Words That Work: The phrases that encourage planned giving
with Presenter Russell James III, J.D., Ph.D., CFP®
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The Top 15 Estate & Tax Planning Traps and How to Avoid Them
with Presenter John (Jeff) Scroggin
Details on the FPA of MN website |
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Thanks to our 2015 Platinum, Gold, Silver and Bronze Partners
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
Partner Ads
Partner Resources
- Miles Franklin
- Stonebridge
- Cohen & Steers
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