We are a Minnesota estate planning law firm. We work with many financial planners to provide estate planning and estate administration services to their clients. The FPA provides current, relevant information to members about trends in the financial planning community. This education is important to allied members as well as planners.
As estate planning attorneys, we work with financial planners to strengthen their relationships with their clients.The FPA’s focus on long-term relationships fits with our mission. For example, our New Member Director and Chapter Guide, Kathie Bortnem, has been very helpful with navigating our FPA membership.
Also, we have been impressed with the events organized by the FPA. Our membership brings opportunities for a successful future with the FPA.
Kathleen Fedor, Client Relations Director
Mullen & Guttman PLLC