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Greetings to all,
At our Strategic Planning Day last fall I encouraged the chapter volunteers to think about “impact” as we planned for our year ahead and beyond. There are three areas I wanted us to keep in mind specifically: members, community and profession. In the month ahead there are opportunities for us to share in making an impact.
President's Message
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- October 10-11 - 2016 Symposium - Register by October 7th
- October 27, 5 - 7:30 pm - First Year Member Networking Social – Rojo Mexican Grill, West End, St. Louis Park - R.S.V.P.
- October 29, 10:00 am - 2:00 pm - Financial Planning Day - Volunteer
- November 15, 7:30 - 10 am - Year End Tax Planning with Presenter Mark Sellner, GVCC - Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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First Year Member Networking Social - October 27, 5:00 - 7:30 PM
Rojo Mexican Grill - West End - The Rojo Room
1602 West End Blvd.St. Louis Park
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P.
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Twin Cities Financial Planning Day - October 29, 10:00 AM - 2:00 PM
Wilder Center - St. Paul
Volunteer CFP® professionals needed to provide one-on-one counseling and
to present financial planning workshops to area residents.
Volunteer
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Monthly Chapter Meeting - November 15, 7:30 AM
Year End Tax Planning with Presenter Mark Sellner
Thanks to our November
Host & Platinum Partner |
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R.S.V.P.
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REGISTER BY OCTOBER 7th!
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
Take advantage of the great expertise and knowledge being shared at our 2016 Annual Symposium! There are only a few days left to register.
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.
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Welcome New Members
New Members
Benjamin Bergherr, Allianz Life
Joseph Burgess, Moxie Wealth Management
Chris Cheeney, Minnesota Philanthropy
Rob Landgraf, RSM US Wealth Management LLC
Andy Schelitzche, Waddell & Reed
Samantha Thorn, 2005
Dan Williams, Steadfast Capital Markets Group
View National FPA's Your Membership Advantage Quarterly Discount Guide - Download your copy from the OneFPA website
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Congrats on Your Member Anniversary!
30 Years
Jim Crenna, CFP®
20 Years
Roger Hubley, CFP®, CLU, ChFC
Lisa Nesser, CFP®
Kent Schutte, CFP®, CLU, ChFC, LUTCF
15 Years
Mark Brown
Andy Fishman, CFP®, MBA
10 Years
Jon Staebler, CLU, LUTCF
5 Years
Derrick Avelar, CFP®
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Career Development
Financial Education
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Member Services
Professional Issues
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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
NEW - COMING THIS OCTOBER:
ETHICAL CONDUCT with Presenter John Comer; qualifies for 2 CFP & 2 CIMA ethics CE
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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
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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