President’s Message – May 2015

Greetings to All,

I wanted to take some time in this month’s President’s Message to give a huge shout-out to the Programs committee for a tremendous job in putting together the programs for this year’s Chapter meetings – no small task. The year is off to a great start, already with several highly-rated programs under our belt, including a recent collaborative meeting with the Minnesota Planned Giving Council that featured Dr. Russell James and attracted over 300 attendees! Many great sessions are still in-store, including David Blanchett (May), Andy Biebl (July), and Ross Levin (September.)

While on the topic of programs, I wanted to remind you to mark your calendars for this year’s FPA of Minnesota Symposium, which will be held on November 3rd and 4th at the Minneapolis Convention Center. The Symposium committee has again put together a fantastic lineup of speakers, including Michael Kitces, Bob Keebler, Jill Schlesinger, and Doug Lennick. Highly recommended!

For those interested in attending the FPA BE Conference, which features a great speaker lineup that can be found here, use the Promo Code AFBE15 while registering and save $50 off of your registration. FPA of Minnesota will also receive a $50 rebate back to the Chapter when you do so.

Lastly, I wanted to let you know of our upcoming Committee Member Drive which will be taking place in May. Look for more information to come, including an opportunity to express interest in joining a committee as part of the May Chapter meeting invite. In the meantime, you can check out committee opportunities within FPA of MN here. If you have been considering getting involved in a committee but have not yet done so, May is the time!

As always, feel free to let me or any of our Board members know of any questions, comments, or concerns that you have. We strive to “ask-listen-respond.”

Steve Gilbertson, CFP®

Steve Gilbertson, CFP®
Accredited Investors, Inc.