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Recap: Past Presidents’ Reception
Greetings to all,
A consistent theme I hear among FPA of MN leaders I speak to, both current and recent leaders, is what a humbling experience it is to have the privilege of leading such a great Chapter as FPA of MN. I have certainly found that to be the case for myself. We hear all the time from people throughout the country what an amazing Chapter we have in Minnesota. A goal, then, for current leaders is to continue to build on the foundation created by the great past leaders of FPA of MN, to build on their legacy. That is the message that I shared at our recent Past Presidents’ reception that was held on October 22nd at Golden Valley Country Club.
President's Message
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- November 3 - 4, Symposium 2015, Minneapolis Convention Center - REGISTER BY NOV 2ND
- December 2, Emerging Trends in Client Engagement, Presenter Brian Kostick with ActiFi, 5:00 pm - 7:00 pm, Mozza Mia, Edina
- December 15, Behavioral Finance, Presenter Katherine Collins followed by Networking Social, 3:00 pm - 6:30 pm, GVCC
- January 19, 2016, Economic Forecast 2016 with Presenter Elliot Eisenberg, 7:30 am, GVCC
- February 16, Understanding Market Anomalies, Mind Games with Presenter Jay Mooreland, 7:30 am, GVCC
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - Allied Professional Event - December 15, 2:30 PM
Behavioral Finance: The Nature of Investing
Presenter Katherine Collins
Special Meeting - Everyone welcome at Member Rate - Save $25!
Thanks to our December
Host & Platinum Partner |
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Emerging Trends in Client Engagement - December 2
FPA of MN K’Nex event facilitated by NexGen – Open to Everyone.
Note: There will not be any CE provided for this session.
Join us for a K’Nex event (open to ALL, not just NexGen) and learn from the industry leader in client feedback programs on what clients value most, and how you can deliver it. Specifically, how does client feedback help you provide value, improve client engagement, and drive growth?
Registration and Networking: 5:00-5:30 pm
Presentation: 5:30-6:30 pm
Additional Networking: 6:30-7:00 pm
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Brian Kostick
Vice President – Practice Management, ActiFi
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Register by November 2nd! UP TO 15 CEs: MN-WI insurance, NASBA/CPAs, CLE, CIMA, CFP
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, Hannah Ubl, Heather Walser, Mark Lanterman, Jessica Johnson, Matt Shea, Nick Shiebel, Sharon Bonnem, Steve Lear, Ern Werde, Sameer Somal, Rita Cheng, Chuck Self, Greg Moerchen, Sophia Bera, Alexandra Douwes, Nellie Morris, Suzette Rothberg, Mike Rothman, Marty Fleischhacker, Brian Edstrom, Annette Minor and Daniel Zajac
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Welcome New Members
New Members
Omer Abramovich, Affiance Financial
Nathan Ahlberg, Affiance Financial
Christopher Baso, Victoria, MN
Diane Brehmer, St Paul, MN
Benhur Fernandes, Waddell & Reed
Kirsten Kimball, Sandahl & Associates
Patrick Kincade, Stonebridge Capital Advisors LLC
Conner Kolodge, Accredited Investors Inc.
Aaron Lindberg, CFP®, Lindberg & Associates
Jody McDonough, Roseville, MN
Katherine Northouse, Duluth, MN
Wendy Peichel, MRK Financial Solutions Inc.
Trisha Qualy, Minneapolis, MN
Dana Radermacher, Delano, MN
Thomas Tezak, CFP®, Ameriprise Financial Services
Marc Usem, Affiance Financial
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Congrats on Your Member Anniversary!
20 Years
Ron Revier, CFP®, CPA
Jeff Wickman, CFP®
15 Years
Al Jones, CFP®, JD, MBA
November Discount
Discounted Shipping with UPS
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)
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Career Development
Financial Education
Member Experience
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Pro Bono
Programs
Professional Issues
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Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
Wealth Management Decisions
Presenter: Ross Levin, CFP®
SEMINAR SPECIAL - $20 - ONE TIME ONLY OFFER! VIDEO RECORDING
CFP and CIMA CE available
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Hour 1 - Navigating the ETF Landscape - Myths and Realities
Presenter Dominic Maister
Hour 2 - Smart Beta and Factor Investing
Presenter Rene Casis
Details on the FPA of MN website
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Thanks to our 2015 Platinum, Gold, Silver and Bronze Partners
Partner Ad
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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