President’s Message – October, 2015

Greetings to all,

For those that are able to attend our monthly Chapter meetings at Golden Valley Country Club, you likely often hear me talk about the fact that we are striving to do all that we can to maximize the value of your FPA membership. I wanted to take a few moments to make you aware of some opportunities you may not yet be taking advantage of that I believe could significantly add value for your membership dollars:

1)   Professional video recording of Chapter meetings – At our recent September Chapter meeting featuring Ross Levin, FPA of Minnesota recorded our first in what we hope will be a series of professionally-produced videos of our monthly chapter meetings. Available at the discounted price of $20, the video is intended to allow those who were unable to attend the session to experience the content of the meeting as well as receive CFP® and CIMA credit. For more information and to purchase the video, please visit our website. Look for more videos to come!

2)   Auto-renewal program – What better way to improve the value you are receiving than to maintain your level of current benefits while paying less for them? This is exactly what the auto-renewal program provides. By enrolling in this program to automatically renew your membership, either by paying membership dues annually or monthly, you save $50/year automatically. Seems like a no-brainer to me! To enroll in this automatic renewal option, please click here and then click on Automatic Renewal on the far right side of the screen.

3)   Quarterly K’Nex Program – This program, featuring practice management topics in a happy hour setting, was started in 2015 and has included topics such as effective marketing utilizing social media, succession planning, and working with Gen X and Gen Y clients. Look for information regarding our December program very soon!

As noted above, we are continually striving to increase the membership value we provide. To that end, please let me or any of our Board members know of any questions, comments, or suggestions that you have. We strive to “ask-listen-respond.”

Steve Gilbertson, CFP®

Steve Gilbertson, CFP®
Accredited Investors, Inc.