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- March 9, FPA of MN 3rd Advocacy Day - Room 500 North, State Office Building, State Capitol campus - R.S.V.P.
- March 15, Planning With Health In Mind with Presenter Carolyn McClanahan, 11:30 am,
Pro Bono Education: Advanced Planning Workshop – Financially Recovering from Addiction with Presenter Melanie Hardie, CFP® - Select this Optional Item during your registration. 2:15 - 3:15 pm, GVCC - R.S.V.P.
- March 23, FPA of MN K'Nex: How to Use Client Family Tree Genograms for Insightful Money History with Presenter Susan Zimmerman, LMFT, ChFC, CLU, 5:00 - 7:00 pm, Mozza Mia, 3910 West 50th St, Edina - R.S.V.P.
- March 31 FPA MEDIA TRAINING - Become a “go to” source for journalists, 3:00 - 4:30 pm - Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - March 15, 11:30 AM
Planning with Health in Mind
Presenter Carolyn McClanahan, M.D., CFP®
Thanks to our March
Host & Platinum Partner |
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Registration and Details
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Pro Bono Education - March 15
2:15 - 3:15 pm
Advanced Planning Workshop – Financially Recovering from Addiction
Presenter Melanie Hardie, CFP®
60-minute Advanced Planning Workshop giving you practical ways to help recovering individuals stay on track. Seating is limited. Select this Optional Item during your registration.
R.S.V.P.
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FPA of MN K'Nex Event - March 23
How to Use Client Family Tree Genograms for Insightful Money History
Presenter: Susan Zimmerman, LMFT, ChFC, CLU
5:00 – 7:00 pm
Mozza Mia, 3910 West 50th St, Edina
FPA of MN K'Nex event facilitated by NexGen - Open to Everyone
Susan will present the methodology, purpose, and benefits of using a genogram as part of the planning process. She’ll conduct a live demonstration while incorporating some of the therapeutic language techniques she teaches in her seminars for financial practitioners.
R.S.V.P.
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Susan Zimmerman, LMFT, ChFC, CLU
Co-Founder – Mindful Asset Programs
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Mark your calendar!
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
Presenters include: Ed Slott, Nathan Dungan, Anne Elizabeth Denny, Thomas Rowley, Michael Finke, Jerry Webman, David Kelly, Jeff Lanza, Brian Kostick, Dan Candura, Aaron Hasler, Deirdre Van Nest, Bob Mauterstock, Stuart Bear, Heather Jarvis, Deb Newman, Stephanie Curry, Michael Boulette, Weston Wellington
More to come...
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Welcome New Members
New Members
Ryan Antkowiak,CFP®, Robert W. Baird & Co
Robert Ebert, Fortune Financial
Connor Koppa, Focus Financial
Anton Madsen, CFP®, NewLeaf Financial Guidance
Jamie Pomeroy, Merchants Investments
James Quandt, Fortune Financial
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)
Reason To Belong to FPA
FPA Research and Practice Institute™ (RPI) and FPA Member Advantage Program |
Congrats on Your Member Anniversary!
20 Years
Jerry Jordahl, CFP®
Claudia Wendt-Vann, CFP®
15 Years
Barclay Carriar, CFP®, AAMS, CRPC, AWMA
Rob Saunders, CFP®, CPA
10 Years
Jeff Dunkel, CFP®, CLU, ChFC, CTFA
Richard Falck, CFP®, ChFC, CLU, MBA
Andy Frye, CFP®, CPA
Kerry Geurkink, CLU, ChFC, CEBS, CASL
Melanie Hardie, CFP®
Pat Hinds, CFP®
Diane Park, CFP®, CPA
Paul Schwartz, CFP®
Cory Ann Skogrand, CFP®
5 Years
Michelle Campbell, CFP®
Mark Cheeley
Ruth Kersten, CFP®
Jerry Lund, CFP®
Joyce Sealine, CFP®
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Career Development
Member Services
Pro Bono
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Professional Issues
Public Relations
Financial Education
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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!
2016 Economic Conditions and Forecast
Presenter Elliot Eisenberg, Ph.D.
Ranked 3.92 out of 4.0
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Hour 1 - Preparing to Act Rationally in Next Anomaly
Hour 2 - Personality Driven Financial Coaching
Presenter Jay Mooreland
Details on the FPA of MN website
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TWO NEW MEMBER BENEFITS:
All chapter meeting webinars are now included in the Annual CHAPTER MEETING Season Ticket for $249 total!
Members may purchase a 2016 WEBINAR Season Ticket for $149! If requesting CFP or CIMA continuing education, exams must be submitted no later than December 15th. Your access code to all webinars will expire on December 31st. Watch your email for future access codes.
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Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
Partners Ads
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
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