President’s Message – August 2014

Greetings to all,

As I write we are enjoying another lovely Summer day in Minnesota. Ahhhh…..

Once again FPA of MN has excelled as a chapter and we are pleased to submit four Outstanding Award Achievement considerations to FPA National.

  • New and improved FPA of MN website
  • Twin Cities Financial Planning Day & Resource Fair
  • Engaging members thru videos
  • Pro Bono work with the Tubman Center

These four submissions we believe are sure to receive National recognition ( I am biased ) but we won’t know for sure until this Fall at the Chapter Leaders Conference. Stay tuned ….

FPA of MN is in full swing. The committees continue to spend a lot of time and energy presenting opportunities for our members and guests to enjoy networking. A few of the upcoming events are:

  • 1st year member social & chapter guide program
  • Golf and Bocce Ball outing
  • Volunteer Appreciation Night
  • Symposium
  • Financial Planning Day

Read further in the newsletter for information on registering for these events.

As always, it is my compliment and honor to serve as the 2014 President.

pres-quote-Aug-2014

Warmly, julieann
Julieann-Schroeder
Julieann Schroeder President, FPA of Minnesota
952-829-0000 x6166
USAdvisors Wealth Management
julieann.schroeder@securitiesamerica.com


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