Recap: Twin Cities Financial Planning Day

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What a day, what a buzz, what a success! Our chapter’s signature consumer program, Twin Cities Financial Planning Day was held on Saturday, October 25th, at Wilder Center in St. Paul.

33 Chapter members volunteered in various capacity, logistics, presenting, pro bono counseling, etc., serving 225 consumers. The half day event was sponsored by FPA, CFP Board, The Foundation for Financial Planning, and The US Conference of Mayors.

Sanni Brown-Adefope, KMOJ radio host and improv artist kicked off the day with her inspiring personal story. Sanni’s opening remarks were followed by breakout presentations on 9 different financial planning topics, from budgeting, education, investment, retirement to estate planning.

Concurrent with financial planning breakout presentations were one-on-one financial planner sessions, a back to back 15-minutes sessions with consumers. Volunteer planners answered a variety of personal finance questions from consumers, ranging from unemployment insurance, 401(k) rollover, investing, Social Security, reverse mortgage.
10 agencies and non-profits listed below participated in the Resource Fair provided consumers with invaluable, ready information.

  • AARP
  • BestPrep
  • Better Business Bureau of Minnesota
  • EMERGE Community Development
  • Family Means
  • Greenpath
  • Habitat for Humanity
  • Neighborhood House
  • Prepare + Prosper
  • Social Security Administration

Thank you to the following members, CFP® practitioners and friends helped with the day’s events:

  • San Asato
  • Jennifer Boland
  • Mark Booth
  • Charles Buck
  • John Comer
  • Chad Darr
  • Chris Davis
  • Kim DeBaere
  • Steve Gilbertson
  • Derrick Girard
  • Charles Gitau
  • Melanie Hardie
  • Michael Helffrich
  • Jason Kley
  • Timothy LaPean
  • Jay Larson
  • Alison Ludt
  • James Mertz
  • Grant Meyer
  • Mike Miller
  • Ashley Murphy
  • Jason Plank
  • Mary Quist-Newins
  • Christopher Root
  • Jeanna Sabers
  • Julieann Schroeder
  • Brian Schwartz
  • Lisa Stitzel
  • Jeannine Strand
  • Molly Sullivan
  • Jeffery Sutton
  • Seth Tenpenny
  • Ryan Williams

Congratulations to everyone who volunteered and especially to those who provided leadership to make this the best Twin Cities Financial Planning Day yet!