At our Strategic Planning Day last fall I encouraged the chapter volunteers to think about “impact” as we planned for our year ahead and beyond. There are three areas I wanted us to keep in mind specifically: members, community and profession. In the month ahead there are opportunities for us to share in making an impact.
Impact on one another and our clients: FPA of Minnesota Symposium
Regarded as one of the best financial planning conferences in the country, Symposium will take place on October 10th and 11th at the Minneapolis Convention Center. The event again features an outstanding lineup of speakers bringing great opportunities for continuing education credits; CFP® Board CE, NASBA/CPA, CIMA, CLE, and MN & WI insurance CE credit will be available, including ethics. There will be plenty of opportunities for networking with financial planners and industry partners. We anticipate having over 625 attendees this year! You will absolutely come away with great takeaways that will help to better serve clients as well as deepen connections with colleagues in our financial planning community. To register, visit the Symposium website.
Impact on our community: Financial Planning Day
The 7th annual Twin Cities Financial Planning Day will be held on Saturday, October 29th from 10:00 am – 2:00 pm at the Wilder Center in St. Paul. This event serves as an opportunity to increase the recognition and value of financial planning in the Twin Cities area and provide the public with the financial information they need. Planners can 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 and 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 Nathan Dungan (Share Save Spend®) as the keynote speaker. To register to volunteer for this year’s event or for more information, please visit the Financial Planning Day website. I can’t sing the praises for the event loud enough, I encourage you to participate.
Impact on the profession: Media Training
FPA has a wonderful connection to the media with a system bringing professionals to journalists. Any FPA member who is also a CFP® professional can be part of FPA MediaSource – the automated media query system that sends reporter queries to qualified financial planners. While media training is mandatory for all CFP® members who want to receive FPA media queries, the information will enable you to effectively approach media relations within your own business!There are complimentary, all-member virtual media trainings offered regularly.Become a "go to" source for journalists looking for information and commentary on personal finance, financial planning and the profession! As this program expands, we can all share in the opportunity to be a recognized source of information impacting the public while creating a positive impact on our profession.
Jeanna Fifer, CFP®
Cahill Financial Advisors