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Meet our Golf/Bocce Ball Outing Charity - Homeward Bound, Inc.
What does it mean to be a “community partner?” To me, it means “working together in a collaborative way as a team to accomplish good in the community.”
FPA is a partnering with Homeward Bound, the charity organization that was chosen this year to receive the FPA Golf Event proceeds.
Who is Homeward Bound? Homeward Bound is a local non-profit organization that responds when a critical event occurs which finds a family unprepared and overwhelmed. Homeward Bound has vast experience, expertise and access to resources which support individuals with severe disabilities in leading a full and dignified life.
Homeward Bound’s mission: “providing innovative & life-enriching services to children, adolescents and adults with disabilities.” Homeward Bound has 20 residential homes in 10 Twin Cities Metro Communities serving our most vulnerable Minnesotans.
Read More
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- July 18, 11:30 am - 2:00 pm - Advising Clients through the Toughest Times of Life with Presenter Amy Florian, GVCC - Register
- July 25, 5 - 7:30 pm - FPA MN First Year Member Networking Social - Rojo Mexican Grill, West End, St Louis Park - R.S.V.P.
- July 26, 5 - 7:30 pm - FPAMN K’Nex: Let’s Get Personal (About Philanthropy) with Presenters William Sternberg and Robyn Schein, Centennial Lakes Park, Edina- Register
- August 7 - 18th Annual Golf & Bocce Tournament - Midland Hills Country Club, Roseville- Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - July 18
Advising Clients through the Toughest Times of Life
with Presenter Amy Florian
11:30 am - 2:00 pm
Thanks to our July
Host & Platinum Partner |
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Register
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FPA of MN First Year Member Networking Social – July 25, 5:00 - 7:30 pm
Rojo Mexican Grill
The Rojo Room, West End, St Louis Park
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P. by July 24 |
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FPAMN K’Nex by NexGen - July 26, 5:00 -7:00 pm - EVERYONE WELCOME!
Let’s Get Personal (About Philanthropy) with Presenters William Sternberg and Robyn Schein
Thanks to our sponsor: Vanguard Financial Advisor Services
Centennial Lakes Park, Hughes Pavilion - Parlor Room, Edina
Register
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Register Today for Early Bird Rate!
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017
Top FIVE Reasons to Attend
1. Best-valued conference for quality education and networking
2. Advanced planning and practice management tracks to enhance specialized knowledge
3. Empower your practice - learn from the nation's top experts
4. Meet like-minded professionals at this top-rated conference
5. Earn CE Credits: CFP®, CPA, CLE, CIMA, MN & WI Insurance
2017 Speakers...
Mary Beth Franklin, Robert Keebler, David Kelly & Krishna Memani, Jay Mooreland, Carolyn McClanahan, Theresa Rose, Chris Wills, Dan Candura, Amy Wolff, Craig Empey, Mary Schmid, Beth Nemec, Chad Halbur, Ron Rhoades, Daren Roberts, Mark LeBlanc, Don McNeil, Timothy Duncan, Matt Gulbransen, Marty Fleischhacker, Michael Marben, Joy Sorensen Navarre, RJ Devick, Rob Caverly, Spenser Segal, Jon Luskin, and Amy Hubble
This Month's Featured Symposium Speaker Articles...
October 17 at 2:30 pm - Mark LeBlanc - Opening Keynote - Growing the Business When YOU Are the Business - No change. No change!
October 16 at 9:50 am - Jay Mooreland - Tackling Hard Meetings with Soft Skills
October 16 at 1:10 pm - Craig Empey - Minnesota Estate Taxes - My Client’s Estate Is Below The Federal Exemption, Though, Above The Minnesota Exemption – What Should I Do?
October 17 at 1:10 pm - Mary Schmid - How to Have Money Conversations
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Welcome New Members
New Members
Katherine DeGusti, Ameriprise Financial
Jason King, Wayzata, MN
Cory Mallon, Zimmerman, MN
Amy Pavlis, All Terrain Financial Advisors
Chris Wills, College Inside Track
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!
20 Years
Bruce Wagner
15 Years
Wayne Wagner
10 Years
Mark Ledson, CFP®, CRPC
John Oberg, CFP®, CPA, MBA
Tammy Robbins
Larry Tate
5 Years
Brad Barinsky, JD, CFP®
Jodee Paape, CPA
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Career Development
Member CFP Feedback
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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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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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