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As we enter December we find ourselves coming from the time of year we are reminded to reflect on all that we have to be thankful for and look ahead at a short time before the end of the calendar year. I hear the sentiments of time moving so quickly from nearly everyone I talk to, this year was no exception. It has been a wonderful experience leading the board for 2016. I am grateful to have had the opportunity and energized by the many leaders in our chapter and what lies ahead for the profession of financial planning.
President's Message
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- December 15, 3:00 - 4:30 pm - FPA MEDIA TRAINING - Register
- December 20, 2:30 - 6:30 pm - Allied Professional Meeting & Social: Develop Your Marketing Plan for 2017: An Eight Step Process for Success with Presenters Kristy Gusick and Terrie Wheeler followed by Networking Connections Social, GVCC - Register
- January 17, 7:30 - 10 am - Chapter Meeting with Presenter Dr. Stephanie Kelton, GVCC
- January 26, 5 - 7:30 pm - FPA MN First Year Member Networking Social – BoneFish Grill, West End, St Louis Park - Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Allied Professional Meeting & Social - December 20, 2:30 PM
Develop Your Marketing Plan for 2017: An Eight Step Process for Success with Presenters Kristy Gusick and Terrie Wheeler followed by a Networking Connection Social
Thanks to our December
Host & Platinum Partner |
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Register
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FPA of MN First Year Member Networking Social - January 26, 5 - 7:30 PM
BoneFish Grill, West End, St Louis Park
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P. Required
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See the Symposium video produced by Matte B Production Studios
"NEW" - Partners added to the Photo Gallery
Mark your calendar!
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017
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Welcome New Members
New Members
Donald Adams, UBS Financial Services Inc.
Matthew Borash, Duluth
Tyler Furger, Illumine Financial
Dave Ulm, Frontier Asset Management
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!
15 Years
Zurich Awes, CFP®, CSA
Kevin Graf, CFP®
Rich Wesely, CFP®
10 Years
Nicholas Thunker, CFP®
5 Years
Marilyn Carman, CFP®
Linda Ostrem, CFP®
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Career Development
Member Experience
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NexGen
Professional Issues
Programs
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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!
NEW - ETHICAL CONDUCT with Presenter John Comer; qualifies for 2 CFP & 2 CIMA ETHICS CE
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 Presentation
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Year End Tax Planning
with Presenter Mark Sellner
Watch Video Promos and access more Details on the FPA of MN website
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Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
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