Sara Kantor
2017 President
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Greetings and welcome to 2017!
As the 2017 President of FPA of Minnesota, I am energized by new ideas our chapter has in store for the year ahead. After planning sessions at our Strategic Planning Day and at the national OneFPA Chapter Leaders Conference, together our chapter leaders have identified three broad areas on which we will focus in 2017: engagement, education, and community.
These three area present different opportunities for each of us. Consider how you can share your expertise and passion in one or more of these areas:.
President's Message
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- January 17, 7:30 - 10:00 am - Recession Looms: Are We Up the Creek Without A Paddle? with Presenter Dr. Stephanie Kelton, GVCC - Register
- January 26, 5:00 - 7:30 pm - FPA MN First Year Member Networking Social – BoneFish Grill, West End, St Louis Park - Register
- February 17 - 11th Annual FPA of MN Career Day – DoubleTree by Hilton, Minneapolis Park Place, St Louis Park - Register
- February 21, 7:30 - 10:00 am - FPA MN Monthly Chapter Meeting – GVCC
- February 21, 10:15-11:15 am - FPA MN Pro Bono Education – GVCC
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Chapter Meeting - January 17, 7:30 AM
Recession Looms: Are We Up the Creek Without A Paddle?
Presenter Dr. Stephanie Kelton
Thanks to our January
Host & Platinum Partner |
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Register
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FPA of MN First Year Member Networking Social - January 26, 5:00 - 7:30 PM
BoneFish Grill, West End, St Louis Park
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P. Required
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These Speakers Already confirmed for 2017!
Mary Beth Franklin, Robert Keebler, David Kelly & Krishna Memani, Jay Mooreland, Carolyn McClanahan, Theresa Rose, Chris Wills and more to come!
Mark your calendars!
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017
2016 Photo Gallery and Video
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Welcome New Members
New Members
Charlie Bolognino, Side-by-Side Financial Planning, LLC
William Brown, TB55, Inc.
Kari Cedergren, Cetera Inestment Strategies
Nick Christoff, Maple Grove
Don Galvin, PHH Home Loans
John Koenig, Heritage Wealth Architects
Nicholas Kruell, Ameriprise Financial
Brendan Roath, Maple Grove
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!
20 Years
RJ Devick, CFP®
Tam Hubert, CFP®
15 Years
Mike Ricci, CFP®, CAP
10 Years
Troy Noor, CFP®, CFA
5 Years
Eric Borg, CFP®
Jason Ledermann
Scott Wallschlaeger, CFP®
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Career Development
Financial Education
Professional Issues
Programs
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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; qualifies for 2 CFP & 2 CIMA ETHICS CE
Year End Tax Planning
Presenter Mark Sellner
2 hours
Watch Video Promos and access more Details on the FPA of MN website
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Charitable Planning
Hour 1: Charitable Planning and Community Foundations with Presenters Bill Sternberg and Jeremy Wells
Hour 2: Doing Well and Doing Good: Business Opportunities in Charitable Planning and Philanthropy - Panel
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Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners
2017 Diamond Partner
2017 Platinum Partners
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