Stock investors love a bull market. But what about when the stock market heads south, like it did less than a decade ago, during the Great Recession? As an investor, would you be content to enjoy much, but perhaps not…
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September Anniversaries – New Members
45 Years Paul Kenworthy, CFP® 35 Years Ross Levin, CFP® Bob Steffen, CFP® 25 Years Paul Stein, CFP® 20 Years Nick Houle, CFP®, CPA/PFS, MBT 10 Years Casey Anderson, CFP® Cheryl Coombs, CFP®, CPA Steve Gilbertson, CFP® Derek Hicks, CFP®…
SYMPOSIUM BREAKOUT – October 17 – Joy Navarre, Student Loan Forgiveness
Register Today: www.FPAMNSypmosium.org 5 Questions that Can Reduce Your Clients’ Student Loan Stress and Save Them Thousands of Dollars Presentation Scheduled for Monday, October 17, 1:50-2:40 pm Approved CE: .75 CLE Standard, 1 CFP, 1 MN insurance, 1 NASBA/CPE, 1…
Increase your professional knowledge with the FPA Whitepaper Library
Serving clients and building a business requires financial planners to have access to the latest thinking available on both the practice and business of financial planning. The FPA Whitepaper Library is your opportunity to access whitepapers and content provided by…
Learn something new while supporting the Foundation for Financial Planning
Forty thought leaders from the financial planning profession gathered to collaborate on The Art of Practicing and the Art of Communication in Financial Planning – a new book that provides readers with insights on how financial planning should be viewed…
Now Available: FPA Retreat 2017 recorded sessions and CE
FPA Retreat 2017 was a terrific event full of wonderful content, and we hope you were able to join us. Even if you missed the conference, we’re pleased to announce the Retreat session recordings are now available. Don’t miss this…
Coming soon: Journal in the Round podcast special on millennials
September’s Journal in the Round, “Next Generation of Planners Shifting the Paradigm,” is a special event hosted by Hannah Moore on her weekly podcast, “You’re a Financial Planner, Now What?” In this episode, Hannah visits with Journal contributors Yusuf Abugideiri…
FPA to focus efforts on serving the needs of next generation financial planners
FPA is proud to be the home for financial planning students, young professionals and career changers who are looking to make financial planning their vocation. While several initiatives are in early development with the FPA NexGen community, we have announced…
The SEC Is Getting Serious About Cybersecurity And So Is The Professional Issues Committee!
In August, the SEC Office of Compliance Inspections and Examinations (OCIE) released a risk alert titled Observations From Cybersecurity Examinations. This alert reviewed the OCIE’s findings from examinations of 75 firms that focused on their cybersecurity preparedness. The firms examined…
SYMPOSIUM BREAKOUT – October 16, Chad Halbur – Proactive Strategies to Provide Added Value to Clients
Register Today… www.FPAMNSypmosium.org Proactive Strategies to Provide Added Value to Clients Presentation Scheduled for Monday, October 16, 2:30-3:30 pm Approved CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd Having a trust company by your side while planning…
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