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Maximizing Your Membership Value – Get Involved in a Committee!
Greetings to all,
A constant focus of the FPA of MN Board is finding ways to maximize value for our members. As I reflect on my “FPA story” to this point and connect that to the FPA stories that I’ve heard from other members, a common thread is that a turning point in getting the most out of our FPA membership was when we decided to become engaged in a committee. For me personally, this was becoming engaged in the Pro Bono committee, which strives to connect planners within FPA of Minnesota with organizations providing services to low-income individuals.
President's Message
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- March 18, WEDNESDAY: Charitable Planning with Presenter Russell James, 7:30 am, GVCC
- April 23, THURSDAY: Hour 1: Unretirement: How Baby Boomers Are Changing the Way We Think About Work, Community and the Good Life with Presenter Chris Farrell, Hour 2: Unretirement: A New Reality - The changes coming in retirement income and life planning and how that affects our clients' plans; Panel Presentation with Chris Farrell, Susan Zimmerman, and Jonathan Guyton, 2:30-5:00 pm, GVCC, followed by Networking Social: 5:00-6:30 pm
- April 30, First Year Member Social: 5:00 pm - 7:30 pm, Biaggi’s Ristorante Italiano – Eden Prairie Center
- May 19, TUESDAY: Hour 1: Rethinking Retirement. Hour 2: No Portfolio is an Island. Presenter David Blanchett, 7:30 am - 10:00 am, GVCC
- May 19, TUESDAY: ETHICS: Ethical Challenges II. Presenter Dan Candura, 10:15 am - 12:15 pm, GVCC
See Full Year Calendar...
Bonnie Stanley
Executive Director
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Monthly Chapter Meeting - March 18
Hour I: Top 10 Charitable Planning Strategies for Financial Advisors
Hour II: Words That Work: The phrases that encourage planned giving with Presenter Russell James III, J.D., Ph.D., CFP®
Thanks to our March
Host & Platinum Partner |
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Read More...
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Monthly Chapter Meeting - April 23, 2:30 PM
Hour 1: Unretirement: How Baby Boomers Are Changing the Way We Think About Work, Community and the Good Life with Presenter Chris Farrell
Hour 2: Unretirement: A New Reality - The changes coming in retirement income and life planning and how that affects our clients' plans, Panel with Chris Farrell, Jonathan Guyton and Susan Zimmerman
Followed by Networking Social from 5:00-6:30 pm
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First Year Member Social - April 30
5:00 - 7:30 pm
Biaggi’s Ristorante Italiano – Eden Prairie Center
Enjoy Complimentary Beverages & Appetizers!
R.S.V.P. by April 24th
First Year Members - Mark your calendar now and plan to attend our other first year member socials: July 30th in Wayzata, and October 29th
in downtown St. Paul.
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Mark your calendar!
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, Michael Long, Steve Lear, Sameer Somal, Rita Cheng, Chuck Self, Greg Moerchen ... PLUS more to come - WOW!
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Welcome New Members
Laura Bierman, CFP®, Legacy Financial
Christopher Davis, CIMA, Federated Investors
Joseph Miller, CFP®, US Bank
Becky Sebastian, Trust Point
Elizabeth Shaw, Access Financial Services
Isaac Taplin, Ellsworth, WI
Andrew Wayt, Ohio National/Pilot Financial
Mai Yang, CFP®, Greenwald Wealth
March Member Discounts
National FPA has now published a 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 -
Leotta Goodney, CFP®, CPA
20 Years -
Royal Jaros, CFP®
15 Years -
Jennifer Arps, CFP®
Sandra Flom, CFP®, CPA
10 Years -
Aimee Bauman, CFP®
Karen D'Aloia, CFP®
William Hoefer, CFP®, CLU, ChFC
Selene Thomas, CFP®
5 Years -
Matthew Berhow, CFP®
Michael Bishop, CFP®
Justin Prescott, CFP®, AIF
Tenielle Shallman, CFP®
Carl Whaley, CFP® |
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Career Development
Financial Education
Member Experience
New Member
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Pro Bono
Professional Issues
Programs
Public Relations
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Virtual Learning Seminars
Earn CFP CE: Members/Partners - $30 · Non-Members - $45
Season Ticket Holders & Meeting Attendees - $15.
Allied Professional Event
Hour 1: Investment Beliefs, Assumptions, and the Standard of Care
Hour 2: Analyzing Asset Management Firms
with Presenter Thomas Brakke, CFA
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The Top 15 Estate & Tax Planning Traps and How to Avoid Them
with Presenter John (Jeff) Scroggin
Details on the FPA of MN website |
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Thanks to our 2015 Platinum, Gold, Silver and Bronze Partners
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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