Calendar of Events
|
Meetings are usually held the 3rd Tuesday of the month at the Golden Valley Country Club. It is our goal to have the regular monthly meetings qualify for MN insurance licensing, CPE (NASBA), CIMA, and CFP Board credits. The August meeting is replaced by the annual golf tournament. The Code of Ethics course is held twice every year. For detailed information on a monthly meeting, click directly on the meeting topic. |
Register for
an event  |
Upcoming Potential Meetings and Topics
|
January 17, 2012
7:30 - 10:00 am |
Hour 1 -The Economics of Debt: Governments, Companies, and Households with Presenter Christoher Phelan Hour 2 - The Tale of Two Minds with Presenter Suzette Rothberg, American Funds |
|
February 21, 2012
7:30 - 10:00 am |
Best Income Tax & Estate Planning Opportunities for 2012 Presenter Robert Keebler Handouts - if you prefer in COLOR, please print out prior to Tuesday: Handout 1 - PowerPoint Handout 2 - Draw Down Strategies, 2 pages Handout 3 - Roth Conversion Decision, 2 pages Handout 4 - Roth Quadrants, 2 pages Handout 5 - Health Care Surtax, 2 pages REVISED-Traditional-IRA-Distribution-Flowchart |
|
February 24, 2012
|
6th Annual Career Day |
|
March 20, 2012
11:30 am - 2:00 pm |
Chapter Meeting Hour 1: Understanding Liability Exposures with Presenter Maria Johnson Handout 1 - PowerPoint Hour 2: Redefining Emerging Markets with Presenter Candice Tse Handout 1 - PowerPoint Handout 2 - Handout NEWSLETTER LINK |
|
April 17, 2012
7:30 - 10:00 am |
Chapter Meeting - Rethinking Risk Tolerance for Retiring Clients, followed by Understanding Tactical Asset Allocation Presenter Michael Kitces Handout - Hour 1 - Michael Kitces Handout - Hour 2 - Michael Kitces Handout - Hours 3-4 - Ethics - Can Candura NEWSLETTER LINK |
|
April 17, 2012
10:15 am-12:15 pm |
ETHICS - Ethics in Action with Presenter Dan Candura NEWSLETTER LINK |
|
May 15, 2012
2:30 - 5:00 pm |
Chapter Meeting - Strengthening Client Trust by Integrating Dominant Money Motives with Presenter Susan Zimmerman Handout - 21 pages, 1,946KB REGISTRATION LINK NEWSLETTER LINK |
|
June 19, 2012
7:30 - 10:00 am |
Chapter Meeting - Medicare, Made Easy! with Presenter Marilyn Theesfeld REGISTRATION LINK NEWSLETTER LINK - Coming June 1st Unable to attend? Consider purchasing the Virtual Learning Seminar. Season Ticket Holders: $15; Members: $30; Non-Members: $45 - VLC approved for CFP credit only. Once payment is received, access instructions and link will be forwarded by email. Register through the link in the FPA Store. |
|
July 17, 2012
11:30 am - 2:00 pm |
Hour 1 -When Generations Collide with Presenter Kim Lear Hour 2 -The Case for Canada with Presenter Wayne LeSage |
|
August 14, 2012
|
FPA MN Annual Golf and Bocce Ball Tournament Prestwick Golf Course REGISTRATION LINK |
|
September 18, 2012
7:30 - 10:00 am |
Chapter Meeting - Risk Profiling: Art and Science with Presenter Geoff Davey An examination of the risk profiling process that lies at the heart of good financial planning advice, namely, determining suitability with regard to the three aspects of risk - risk required, risk capacity and risk tolerance, with particular emphasis on the role of risk tolerance. |
|
October 8-9, 2012
|
Annual FPA MN Symposium REGISTRATION LINK |
|
November 20, 2012
7:30 - 10:00 am |
Chapter Meeting - The Changing Landscape in Fixed Income with Presenter Matt Tucker |
|
December 18, 2012
2:30 - 5:00 pm |
Chapter Meeting - Marketing with Presenter Sam Richter |
[Home Page] [Visitors] [Members] [About FPA] [Outreach] [Symposium] [Partners] [Contact Us]
Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
CFP Board Disclosure Statement • FPA Disclosure Statement • CPE/NASBA Disclosure Statement
Copyright/Disclaimer • Site Map
Search our website by using Google: