President’s Message – September, 2015

Greetings to all,

As summer winds down, the changing of the seasons means many things: The State Fair, the start of the school year, football season kicking into full gear (Go Gophers!), and so on. For FPA of Minnesota, it means that two of our flagship programs are right around the corner:

  • Twin Cities Financial Planning Day – The 6th annual Twin Cities Financial Planning Day will be held on Saturday, October 17th from 10:00 am – 2:00 pm at the Wilder Center in St. Paul. The purpose of the event is to both increase the recognition and value of financial planning in the Twin Cities area and provide the public with the financial information they need at a time when many residents in our community are in urgent need of financial planning assistance.As in past years, planners will volunteer to meet one-on-one with participants to answer their financial questions. The event will also feature a series of 50-minute educational workshops as well as a resource fair where local non-profits will spread awareness of the resources and services available within the community to program attendees. This year’s event will feature Chris Farrell and Ross Levin as our keynote speakers. Having been involved with Financial Planning Day for each of the past five years, it has been amazing to see this event grow from 25 participants in our first year to 225(!) a few short years later. A huge thanks to all those volunteers who have contributed to the success of Financial Planning Day over the past five years and a big shout out to Julieann Schroeder for her fantastic efforts in chairing this year’s Financial Planning Day event.For me, volunteering for this event has been incredibly impactful and fulfilling in terms of being able to really connect with people who are in such need of the services that we provide, not to mention a whole lot of fun. To register to volunteer for this year’s event or for more information, please visit the Financial Planning Day website. I highly encourage you to participate.
  • FPA of Minnesota Symposium – Regarded as one of the best financial planning conferences in the country, Symposium will take place on November 3rd and 4th (Tuesday and Wednesday) at the Minneapolis Convention Center. The event again features an outstanding lineup of speakers, including Michael Kitces, Bob Keebler, Doug Lennick, Jill Schlesinger, David Kelly, Jerry Webman, Rick Golod, and many, many others. Up to 14 hours of CFP® Board CE, NASBA/CPA, CIMA, CLE, and MN & WI insurance CE credit will be available, including ethics. As always, there will be plenty of opportunities for networking with top financial planners and industry partners. Already, over 500 people have registered to attend – you will certainly be in good company. A huge thanks to Karen D’Aloia and her committee as well as Bonnie Stanley and her team for all of their efforts in putting together what is shaping up to be another fantastic event. Symposium was my first “taste” of FPA of Minnesota eight years ago, and I have made it a point to attend each year since. I always come away with great takeaways that allow me to better serve my clients as well as deeper connections with great colleagues in our financial planning community. To register, visit the Symposium website. Don’t miss out!

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.