|
Greetings to all,
Happy New Year and welcome to 2015! As the President of FPA of Minnesota for 2015, I wanted to take a few moments to give some well-deserved thanks to some key people who helped make 2014 a great success as well as make mention of some things on which we will be focusing as a Chapter for 2015. President's Message
|
|
- January 16, 2015 - FRIDAY: Hour 1: Dr. Narayana Kocherlakota of the Minneapolis Federal Reserve & Hour 2 - Last Minute Change: Mark Lanterman - Ethical Use of Evolving Technologies, 7:30 am-10:00 am, GVCC
Pro Bono Boot Camp immediately following the chapter meeting, 10:15-11:15 am
- January 29, 2015: First-Year Member Social - 5:00-7:30 pm, BoneFish Grill - West End,
St. Louis Park - R.S.V.P.
- February 17, 2015: The Top 15 Estate and Tax Planning Traps and How to Avoid Them with Presenter John (Jeff) Scroggin, 7:30 am, GVCC
- February 27, 2015: FPA of MN Career Day - DoubleTree Minneapolis Park Place, 7:30 am - 3:00 pm
See Full Year Calendar...
Bonnie Stanley
Executive Director
|
|
Monthly Chapter Meeting - January 16
|
First-Year Member Social - January 29
5:00 - 7:30 pm
BoneFish Grill - West End
St. Louis Park
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P. by January 23rd
First Year Members - Mark your calendar now and plan to attend our other
first year member socials: April 30th At Biaggi's in Eden Prairie, July 30th in Wayzata, and October 29th in downtown St. Paul.
|
 |
Mark your calendar!
FPA of MN Annual Symposium
Tuesday, November 3 - Wednesday, November 4, 2015
|
|
|
Welcome New Members
Saul Bauman, Laurel Wealth Planning
Connie Bloom, MarketPlace Home Mortgage
Michael Cass, MarketPlace Home Mortgage
Joseph Downes, Laurel Wealth Planning
Kevin Fruechte, Minneapolis
Sean Graca, MarketPlace Home Mortgage
Jon Hachfeld, CFP®, Ameriprise Financial
Derek Hagen, Marquette Asset
Thomas Jaremko, Ameriprise Financial
Dave Petroske, MarketPlace Home Mortgage
Bruce Raymond, MarketPlace Home Mortgage
Ahmed Samaha, CFP®, Ameriprise Financial
Paul Schuster, MarketPlace Home Mortgage
Arlen Stern, Ameriprise Financial
Ryan Tanson, Solidity Financial
Lisa Torguson, Maple Grove
Michael Young, CFP®, Financial Strategies Group
January Member Discounts
Over 20 NEW Vendors from
National FPA offering wide range of
discounts
See all National/Local Member Discounts
Reason To Belong To FPA
Financial Industry Advocacy
|
Congrats on Your Member Anniversary!
30 Years -
Joan Rossi, CFP®
20 Years -
Daryl Johnson, CFP®
Bradley Melby, CFP®
15 Years -
Dana Basballe, CFP®
Stephanie Rossi, CFP®
Steven Zimmerman, CFP®/ChFC/CLU
10 Years -
Robert Cowin, CFP®
Carol Devitt, CFP®/CPA
Paul Light, CFP®
5 Years -
Gregory Carlson, CFP®/CPA/MBT
Michael Cassidy, CFP®/ChFC
Jason Good, CFP®/CFA
Nicholas Hohn, CFP®
Dale Skogstad, CFP®/CFA
Elizabeth van Hoever, CFP®
|
|
Career Development
Membership
|
Professional Issues
Programs
|
|
|
|
Virtual Learning Seminars
Earn CFP CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
Economic Outlook - Monetary Policy and the Economy with Presenter Dr. Narayana Kocherlakota
Ethical Use of Evolving Technologies with Presenter Mark Lanterman
|
Allied Professional Event
Hour 1: Investment Beliefs, Assumptions, and the Standard of Care
Hour 2: Analyzing Asset Management Firms
with Presenter Thomas Brakke, CFA
Details on the FPA of MN website |
|
|
|
|
Thanks to our 2014 Platinum, Gold, Silver and Bronze Partners
Partner Ads
Ads in this newsletter are paid advertisements and reach 3,000+ individuals. The newsletter 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
|
|
|
|
|
|