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Greetings to all,
As summer winds down, the changing of the seasons means many things: The State Fair, the start of the school year, football season kicking into full gear (Go Gophers!), and so on. For FPA of Minnesota, it means that two of our flagship programs are right around the corner:
President's Message
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- September 15, Wealth Management Decisions with Presenter Ross Levin, CFP®, 7:30 am, GVCC - REGISTER
- September 15, Pro Bono Workshop: Debt Management, 10:15 am, San Francisco Room, GVCC
- September 23, How to Serve Gen XY Clients – Real Life Examples - REGISTER
- October 17, Financial Planning Day, 10:00 am - 2:00 pm, Wilder Center - 451 Lexington Parkway N,
St. Paul - SHOUT OUT for VOLUNTEERS - Volunteer info
- October 20, Navigating the ETF Landscape | Myths and Realities with Presenter Dominic Maister, Noon - 2:00 pm, GVCC
- October 29, FPA MN First Year Member Networking Social, 5 - 7:30 pm, Pazzaluna Urban Italian Restaurant & Bar – The Mural Room, St. Paul - R.S.V.P.
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - September 15, 7:30 AM
Wealth Management Decisions
Presenter Ross Levin, CFP®
Read More
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Pro Bono Workshop: Debt Management - September 15
Following the Chapter Meeting - 10:15 - 11:15 am
Presenters: Chris Davis, CIMA, Melanie Hardie, CFP®
Read More
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How to Serve Gen XY Clients – Real Life Examples - September 23
FPA of MN K’Nex event facilitated by NexGen – Open to Everyone.
Note: There will not be any CE provided for this session.
Coming up on September 23rd will be a K’Nex event (open to all, not just NexGen) that will provide a window into several models for serving Gen X and Gen Y clients. This won’t be a presentation on theory, instead, it will offer specific examples of advisors helping real life Gen X and Gen Y clients.
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Sophia Bera
CFP®
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Ashley Murphy
CFP®
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Scott Oeth
CFP®, MSFS, ChFC
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Ben Wacek
CFP®
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Registration and Networking: 5:00-5:30 pm
Presentation: 5:30-6:30 pm
Additional Networking: 6:30-7:00 pm
Read More |
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FPA MN First Year Member Networking Social - October 29
Pazzaluna Urban Italian Restaurant & Bar – The Mural Room
360 St. Peter Street
St. Paul , MN 55102
651-227-2749
R.S.V.P.
We welcome all members in their first year of membership in the FPA of Minnesota
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Register NOW!
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, Kim Lear, 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, and Daniel Zajac
Symposium Photo Shoots Are Back in 2015
Register NOW!
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Welcome New Members
New Members
Trevor Ausen, Farmington, MN
Stephanie Betz, RBC Wealth Management
Sean Deichert, Bell State Bank & Trust
Paul Dinzeo, CFP®, CPA, Summit Hill
Randall Ehleringer, CFP®, Echelon Wealth Partners
Mark Kenyon, Robert W Baird
Noah Marell, CFP®, Wipfli Hewins Investment Advisors
David Ritter, Discovery Financial Centers, Inc.
Philip Ruce, Stone Arch Law Office PLLC
Logan Taft, Lifelong Wealth Advisors
Fred Troendle, CFP®, Focus Financial
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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Congrats on Your Member Anniversary!
30 Years
Wanda Johnson, CFP®
Jerome Patterson, CFP®/CPA
15 Years
Kevin Kuenster, CFP®, CPA, CLU
Michael McConnell, CFP®, CPA, PFS
Jim Patineau, CFP®
Robert Prentiss, CLU, ChFC
5 Years
Keith Tufte
Chuck Vomacka, CFP®
September Discount
FPA Member Advantage Program - Advantage Media Group (AMG): How one member benefited from this program
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Career Development
Member Experience
New Member
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Pro Bono
Professional Issues
Public Relations
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Virtual Learning Seminars
Earn CFP and CIMA CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
New Macro World & Its Impact on Modern Finance
Presenter: Cullen Roche
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2015 Federal Tax Update for Tax and Financial Planning Professionals
Presenter: Andy Biebl, CPA
Details on the FPA of MN website
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Thanks to our 2015 Platinum, Gold, Silver and Bronze Partners
Partner Ads
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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