Another Great Symposium...
Submitted by Rachel Infante, CFP® - Director, Symposium Committee
Symposium 2017 was a huge success!! Again, with over 600 attendees, we have marked ourselves as one of the largest FPA conferences in the nation. This year, we welcomed some of the nation's top speakers including Mary Beth Franklin who provided expert advice on Social Security claiming strategies under new law. Also Dr. David Kelly joined us for his 13th year to discuss his economic viewpoints. And we can't forget about Bob Keebler who delivers essential information on income tax strategies. We expanded our breakout tracks to include more specialty topics that cater to a wide varieties of interests.
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- November 21, 7:30 - 10:00 am - HR 1: Professional Networking - Playing the long game and why it is worth it with Presenter John Gabos; HR 2: Easiest Catch: Don’t Be Another Fish in the Dark ‘Net with Presenter Mark Lanterman, GVCC - Register
- November 29, 5:00 - 7:00 pm - FPAMN K’Nex: Facilitating Effective Communication with Clients in Transition with Presenter Dr. Jackie Henry - Minnesota State University, Mankato in Edina - Register
- December 19, 2:30 - 6:00 pm - Allied Professional Meeting & Social, Tax Planning with Presenter Mark Sellner, GVCC
- January 16, 7:30 - 10:00 am - Minnesota’s Economic Outlook with Presenter Laura Kalambokidis, GVCC
- February 23, 7:30 am - 3:00 pm - 2018 Career Day - DoubleTree by Hilton, Minneapolis – Park Place
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - November 21
HR 1: Professional Networking - Playing the long game and why it is worth it with Presenter John Gabos
HR 2: Easiest Catch: Don’t Be Another Fish in the Dark ‘Net with Presenter Mark Lanterman
7:30 - 10:00 am
John Gabos
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Mark Lanterman
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Thanks to our November
Host & Platinum Partner |
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Register
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FPAMN K’Nex by NexGen - November 29, 5:00 -7:00 pm - EVERYONE WELCOME!
Facilitating Effective Communication with Clients in Transition with Presenter Dr. Jackie Henry
Suite 340, Minnesota State University, Mankato in Edina
Register by November 27
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737 TOTAL Participants - Symposium Record Broken - AGAIN!
Check out the Photo Gallery
A Huge “THANK YOU” to the Partners & Exhibitors who generously contributed to Symposium 2017
Thank You to the Symposium Committee & our FANTASTIC SPEAKERS!
Mark your calendar!
FPA of MN Annual Symposium
Monday, October 8 - Tuesday, October 9, 2018
Confirmed 2018 Speakers: Stuart Bear, Erin Botsford, John Diehl, Michael Gregory, Bonnie Kirchner, Michael Kitces, Michelle Klisanich, Doug Lennick, Tony Nitti and Marianne Smythe
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Welcome New Members
New Members
Michelle Buria, RSM Wealth Management
Patrick Hager, Oppenheimer & Co Inc
Todd Moritz, Sandvold Financial Group
Jeff Severtson, Severtson and Associates
Andrea Stark, Riverbridge Partners
View National FPA's Your Membership Advantage Quarterly Discount Guide - Download your copy from the OneFPA website - May 2017
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Congrats on Your Member Anniversary!
25 Years
Gery Gries, CFP®, AAMS
Steve Lear, ChFC, CLU
15 Years
James Bryan, CFP®
10 Years
Scott Augustine, CFP®
Mark Gabriel, CFP®
J. Daniel Sullivan, CFP®
5 Years
Darold Dornbush, CFP®
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Career Development
Membership
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Member Experience
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!
ETHICAL CONDUCT with Presenter John Comer; earn 2 CFP & 2 CIMA ETHICS CE
Exit Planning -
HR 1: The Psychology of Owner Exits with Presenter Kalli Matsuhashi, MA,
LP
HR 2: Exit Planning – A Guide to the Process with Presenter Dyanne
Ross-Hanson CLU, CFP® ChFC CEPA
Recession Looms: Are We Up the Creek Without A Paddle? with Presenter Dr. Stephanie Kelton, 2 hours
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Double Feature -
HR 1: Mechanics & Real Life Strategies Using Reverse Mortgage with Presenter Alina Passarelli
HR 2: Transferring Special Real Estate Assets in an Estate Plan with Presenter Rachel Dahl
The New Fiduciary Landscape
Presenter Mercer Bullard, 2 hours
Watch Video Promos and access more Details on the FPA of MN website |
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Thanks to our 2017 Diamond, Platinum, Gold, Silver and Bronze Partners
2017 Diamond Partner
2017 Platinum Partners
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