Submitted by San Asato, CFP® – Director, Pro Bono Committee There are numerous upcoming volunteer opportunities with BestPrep and community-based organizations. If you are interested in participating, contact Jason Kley, jason@carlsoncap.com, 952-230-6705. Last year, Minnesota National Guard had the unfortunate…
Archives
Financial Planning Keys for Each Decade of Adulthood: 20s, 30s, 40s, 50s, 60s, & 70+
Needs, priorities, aspirations and personal circumstances change over time. But one of the constants amid all this flux, regardless of a person’s age or stage of life, is money — ensuring they have the financial means to get where they…
Nine Key Sources of Retirement Income—and How to Manage Them Efficiently
Year after year, in survey after survey, the biggest fear people report having about retirement has to do with either running out of money or falling short of income once work — and the paycheck that accompanies it — stops.…
FPA of MN’s Michael Branham, CFP® to receive the 2017 Heart of Financial Planning Award
Michael Branham, CFP® (FPA of Minnesota) was nominated for his ongoing commitment to the future of financial planning and helping to advance aspiring CFP® professionals into the profession. Branham is a Senior Financial Planner at The Planning Center servicing both…
New or Renewing FPA Member Institutional discount codes
FPA offers a 15% discount on additional individual memberships for all Institutional partners. Use the NEW Institutional discount codes when renewing membership for instant savings! Promotional codes can be used online at www.onefpa.org or by calling 1-800-322-4237. Company Member Promo…
Student/Career Changer: “Shadow” a CFP® at Financial Planning Day
Do you know a college student or career changer interested in pursuing a career in financial planning? Come find out how financial planners communicate with clients! The Career Development Committee and FPA of Minnesota are offering an invitation to attend…
Symposium Scholarship Opportunity for Students and Career Changers
Do you know a college student or career changer interested in pursuing a career in financial planning? The Career Development Committee and FPA of Minnesota are offering full scholarships to attend both jam-packed days of Symposium 2017! Each scholarship recipient…
SYMPOSIUM SPEAKER – October 16, Theresa Rose – The Two Most Important Words in the World for Financial Planning Professionals
Register Today… www.FPAMNSypmosium.org Closing Keynote – The Two Most Important Words in the World for Financial Planning Professionals Presentation Scheduled for Monday, October 16, 4:00-5:00 pm Approved CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd You are…
Recap: FPA of MN Golf & Bocce Outing
Submitted by Ron Evans – Director, Member Experience See the Photo Gallery Diamond Partner, Vanguard sponsored the 2017 FPA of MN Golf and Bocce Ball tournament. It was a big success. The weather was a picture perfect day at the…
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners. Partner Ad Platinum Partner – BrightPath Financial Corp.: Learn How to Differentiate Your Practice Gold Partner – Objective Measure: FPA of MN Members Can Save to Attend Objective Measure Conference
FPA - Connect
