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As we move into the second half of the year there are many things to reflect on, but more importantly many to look forward to! There are a number of exciting events in the months ahead for FPA of MN.
President's Message
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- July 19, 11:30 am - 2 pm - HR 1: Understanding the Robo-Advisor Landscape and What They Truly Threaten; HR 2: Modern Portfolio Theory 2.0 with Presenter Michael Kitces - R.S.V.P.
- July 19, 2:15-3:15 pm - Pro Bono Education Advanced Planning Workshop - Upping Your (Financial) Game: Helping Your Clients Through Their Divorce, Presenters Amy Wolff, CFP®, CDFA® & Louisa Hext - Select this Optional Item during registration
- July 28, 5:00 - 7:30 pm - First Year Member Networking Social - P.F. Chang's - Southdale Mall in Edina -
R.S.V.P.
- August 1 - FPA of MN's Annual Golf and Bocce Ball Outing at Prestwick Golf Club - Register
- September 20, 7:30-10:00 am - HR 1: Charitable Planning and Community Foundations; HR 2: Four Person Charitable/Planned Giving Panel
- October 10-11 - 2016 Symposium - Register
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - July 19, 11:30 AM
HR 1: Understanding the Robo-Advisor Landscape and What They Truly Threaten
HR 2: Modern Portfolio Theory 2.0
Presenter: Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Thanks to our July
Host & Platinum Partner |
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R.S.V.P.
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ProBono Advanced Planning Workshop - July 19, 2:15 PM
Upping Your (Financial) Game: Helping Your Clients Through Their Divorce
Amy Wolff, CFP®, CDFA® |
Louisa Hext, MA
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Join us on July 19th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Education workshop. Seating is limited. Select this Optional Item during your registration.
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First Year Member Networking Social - July 28
Did you join the FPA of Minnesota in the last year? Then we want YOU to
JOIN US for this special
event!
5:00 - 7:30 pm
P.F. Chang's - Southdale Mall, The Patio Room
Edina
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P.
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REGISTER TODAY and save $100!
Early Bird Savings ENDS in 30 days.
FPA of MN Annual Symposium
Monday, October 10 - Tuesday, October 11, 2016
Presenters include: Ed Slott, Dan Candura, Deidre Van Nest, Jeff Lanza, Nathan Dungan, John Gabriel, Anne Elizabeth Denny, Tom Rowley, Michael Finke, David Kelly, Heather Jarvis, Deb Newman, Brian Kostick, Michael Boulette, Aaron Hasler, Weston Wellington, Bob Mauterstock, Gina Pellegrini, Stuart C Bear, Jerry Webman, David Kelly, Stephanie Curry, Kelly Hall, Mary Bell Carlson, Matt Cosgriff, Trisha Qualy, and Thomas Rippberger.
This Month's Featured Symposium Speaker Articles...
October 10 at 1:10 pm - Nathan Dungan
Families, Money and Meaning: An Interactive Case Study
October 10 at 1:50 pm - Stuart C. Bear, JD
The Trust Walk: Walking Down the Path of Various Types of Trusts and Avoiding Hot Coals at the Same Time
October 10 at 2:30 pm - Matt Cosgriff, CFP®
Why Intrapreneurship is the Key to the Future of the Wealth Management Industry
October 11 at 10:55 am - Jeff Lanza
Hoodlums to Hackers: How criminals get our information and what we can do to stop them
October 11 at 2:55 pm - Dr. Mary Bell Carlson
Beyond the Numbers: Finding the Motivation
October 11 at 4:05 pm - Weston Wellington
Closing Keynote - Redefining Investment Advice
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Welcome New Members
New Members
Heather Croke, CFP®, Boulay Financial Advisors
Rachel Dahl, Hellmuth & Johnson, PLLC
Chris Johnson, Persona Custom Clothing
Christina Lund, NorthRock Partners LLC
Kerry Meath-Sinkin, Meath Financial Group
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!
20 Years
Jodi Tomm, CFP®, CPA
John Walsh
15 Years
Bob Callahan, CPA/PFS, CFP®
Matt Steidl, CFP®, EA
10 Years
Dave Kopischke, CFP®
Fred Sundquist, CFP®
5 Years
Jill Frey, ChFC, CASL
Stacy Friedges, CFP®
Greg Mortenson
Brenda Peterson
James Volin, CFP®, ChFC
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Financial Education
Member Services
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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!
Hour 1: Alternative Investing: A Key to New Possibilities with Presenter Jeff Brainard CFS, CFP®
Ranked 3.02 out of 4.0
Hour 2: 8 Insider Tips to Late Stage College Planning with Presenter Chris Wills
Ranked 3.87 out of 4.0
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Hour 1: The Washington Update with Presenter Jeff Bush
Ranked 3.83 out of 4.0
Hour 2: DOL’s New Rule: Redefining the Role of a Fiduciary with Presenter Eugene Maloney
Ranked 2.96 out of 4.0
Details on the FPA of MN website
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Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
Platinum Partner Spotlight
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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