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February 2017

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  • February 16, 5:00 - 7:00 pm - FPA of MN NexGen Networking Social at The Loop West End - R.S.V.P.
  • February 17 - 11th Annual FPA of MN Career Day – DoubleTree by Hilton, Minneapolis Park Place, St Louis Park - Registration extended for students and career changers.
  • February 21, 7:30 - 10:00 am - HR 1: Q&A with Neel Kashkari - President & CEO, Federal Reserve Bank of Minneapolis; HR 2: Why Minnesota Can Work for Investors with Presenter Mark Henneman – GVCC - Register
  • February 21, 10:15-11:15 am - FPA MN Pro Bono Education: Financial Education Presentation Best Practices with Presenters Jason Kley & Michael Erpenbach. Select this Optional Item during your chapter meeting registration. – GVCC
  • March 21, 11:30 am - 2:00 pm - An afternoon with Michael Kitces
    HR 1: Strategies To Maximize The Value Of Roth Conversions
    ; HR 2: New World of Social Security - GVCC
  • March 29, 5:00 - 7:30 pm - FPAMN K’Nex: Wonder Woman in the Workplace: The ROI for Cultivating Confidence & Taking Risks with Presenter Betsy Koepke
See Full Year Calendar...

Bonnie Stanley

Executive Director
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FPA of MN NexGen Networking Social - February 16
5 - 7 pm
The Loop West End
St. Louis Park

FPA of MN members AND non-members under age 36 are encouraged to attend. The event is free for FPA of MN members, Career Day Attendees, and first time attendees. If you are not a member or first-time attendee, the cost is $10. Appetizers and one drink ticket will be provided.

R.S.V.P. by February 14

TheLoop-West-End

11th Annual FPA of MN Career Day - February 17
FPA of Minnesota Career Day 2017
7:30 am – 3:00 pm
DoubleTree by Hilton, Minneapolis – Park Place

Looking to be Hired?
FPA Career Day is designed to simplify the process for you!

Registration extended to 5:00 pm, February 3rd
for Students and Career Changers!

A Big Thanks
to those that have stepped up to Sponsor a Student!
Jeanna Fifer
Kathy Longo
Julieann Schroeder
Janet Stanzak
Nate Wenner

Sandra Zeiszler LinkedIn Strategy Consultant, Owner - MoxzClicks
Keynote Speaker
Sandra Zeiszler
LinkedIn Strategy Consultant,
Owner - MoxzClicks



Monthly Chapter Meeting - February 21, 7:30 AM
Economic Doubleheader
HR 1: Q&A with Neel Kashkari
– President & CEO, Federal Reserve Bank of Minneapolis
HR 2: Why Minnesota Can Work for Investors
with Presenter Mark Henneman
Neel Kashkari - President & CEO, Federal Reserve Bank of Minneapolis
Neel Kashkari - President & CEO, Federal Reserve Bank of Minneapolis
Mark Henneman, CFA, CIC - Mairs & Power
Mark Henneman, CFA, CIC
Mairs & Power

 Thanks to our February
Host & Platinum Partner
Stonebridge 
Registration and Details

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REGISTER NOW
FPA of MN Annual Symposium
Monday, October 16 - Tuesday, October 17, 2017


These Speakers confirmed for 2017!

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, Brian Edstrom, Annette Minor, Marty Fleischhacker, and more to come!

This Month's Featured Symposium Speaker Article...
October 16 at 7:55 am - Mary Beth Franklin - Opening Keynote - Maximize Social Security & Minimize Medicare Premiums
2016 tax returns determine 2018 Medicare premiums

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Welcome New Members
New Members
Michael Boho, ViaForte
Sabine Casazza
, Principal
Steve Dixon, Birchwood Financial Partners
Cheryl Grochowski, Artisan Financial Group
Julie Johns, Wealth Enhancement Group
Tim Martens, Superior Financial LLC
Emily Meisinger, The Advocate Group
Tony Parrish, Wealth Enhancement Group
Krista Peterson, Duluth MN
Peter Vatalaro, Duluth MN


View National FPA's Your Membership Advantage Quarterly Discount Guide -
Download your copy from the OneFPA website

Congrats on Your Member Anniversary!

45 Years
Jim Brass, CFP®, CFM, MBA, CIMA

20 Years

Jane Truckenbrod, CPA

10 Years
Damian Winther
, CFP®

5 Years
Corey Anderson
Jeff Benson

Tony Bolstorff, CFP®
Sara Kantor, CFP®
Mitch Nelson, DIA, CLTC CFP®

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Financial Education
Looking for new ways to increase your engagement with FPA MN?
Save the Date - Birdies for BestPrep February 11th

Member Experience
CFP® professionals are registering for FPA Retreat 2017

NexGen
Save the Date - FPAMN K’Nex - March 29th
Pro Bono
Volunteer Opportunity - Community Impact Liaison

Professional Issues

Professional Issues Committee rolls out new awareness campaign
FINRA and SEC Examination Priorities

Programs
Preview: February Chapter Meeting

Public Relations
Get more media attention in 2017!
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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; qualifies for 2 CFP & 2 CIMA ETHICS CE

Year End Tax Planning
Presenter Mark Sellner
2 hours


Watch Video Promos and access more Details on the FPA of MN website
Charitable Planning
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

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Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners

2017 Diamond Partner
Vanguard Financial Advisor Services

2017 Platinum Partners
Charles-Schwab-2014 Denny Bennett Group - Klein-Mortgage BrightPath Financial Corp. Jensen Investment Management LifeSprk
 Mairs & Power  Riverbridge Partners  Sit Mutual Funds Stonebridge Capital Advisors

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phone: 763-781-1212
web:
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