President’s Message – July 2016

As we move into the second half of the year there are many things to reflect on, but more importantly many to look forward to! There are a number of exciting events in the months ahead for FPA of MN.

I’ll be playing in the annual FPA MN Golf Tournament and hope you will consider joining the group on August 1. 2016 marks the 17th year of the event bringing members and partners together for a day of fun and giving back to the community. This year the charity pick is Can Do Canines! They are dedicated to enhancing the quality of life for people with disabilities by creating mutually beneficial partnerships with specially trained dogs. If golf isn’t your game of choice, you can still have fun with us. Join the Bocce Ball Tournament and participate in the Pro hosted golf clinic.

In the fall you have the opportunity to join the largest gathering of thought leaders in financial planning at the FPA Annual Conference – BE. BE 2016 is being held in Baltimore on September 14-16 at the Baltimore Convention Center. If you are planning to join me at the conference you can save $25 by using the Promo Code CHBE16.

A highlight of the year for our chapter is the annual Symposium. We are back into the month of October this year meeting on October 10 & 11 at the Minneapolis Convention Center. The agenda for 2016 is robust and filled with top-notch speakers. The committee has continued to work on bringing attendees what they are asking for. You will not be disappointed! Make sure you register by July 31st to participate in the early registration discount.

Be sure to mark your calendars for a wonderful event bringing free financial planning to the public. Financial Planning Day Twin Cities is being held on October 29 in Saint Paul. I can’t encourage you enough to participate in the event which has been highly praised by past attendees.

I had mentioned that there are many things to look back upon in our first half of the year. I was lucky enough to be one of the 107 attendees at the 2016 NexGen Gathering in Dallas last month. The weekend was a great reminder of the energy and passion that is within the profession and our association. I came back reenergized and thankful to be apart of the NexGen group, the FPA, especially the MN Chapter and the profession. If you want to know more – just reach out to me, I love to talk about Gathering!

We have continued our work on the initiatives set out by the 2016 Board to focus in on all that we offer and to make improvements along the way. If you want to help us out, we are always looking for more volunteers – either on committees or helping with our community based partners. The leaders of our chapter are building on improving communication, working to reach all of our members and being the community that fosters the value of financial planning.

Jeanna Fifer, CFP®
Cahill Financial Advisors