Join this month’s contributor to the Journal of Financial Planning, Steve Niehoff of the Pension Resource Institute (PRI), and Ed Gjertsen, current chair of the FPA PAC, as they share their insights on what advisers should know and do to…
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Thinking about alternative investments? Get the new white paper!
What are some practical tips for choosing an alternatives strategy and asset manager that best suits a clients’ needs? What are the common pitfalls in identifying quality within the category and allocating appropriately to receive a meaningful diversification benefit? These…
FPA Submits Comment Letter on Proposed Changes to CFP Board’s Standards of Professional Conduct
Thanks to the input of CFP® professional members of the association, the FPA Board of Directors — with the help of the FPA Member Advocacy Council (MAC) — submitted a comment letter to CFP Board on the proposed changes to…
SYMPOSIUM BREAKOUT – October 17 – Spenser Segal – Obtaining the Most Value From your Software Technology: Best Practices
Register Today: www.FPAMNSypmosium.org Obtaining the Most Value From your Software Technology: Best Practices Presentation Scheduled for Monday, October 17, 2:55-3:45 pm Anticipated CE: 1 MN insurance, 1 CLE Standard & 1 CIMA Approved CE: 1 CFP, 1 WI insurance, 1…
FPA REFERRAL PROGRAM
When opportunity knocks you need to answer the door. Well opportunity is knocking. FPA is doubling the new member referral reward! When you refer a CFP® professional or an Allied professional to join FPA between September 1st and December 31st…
Call for Volunteers – Twin Cities Financial Planning Day
Mark your calendars! Saturday, October 28 is the 8th annual Twin Cities Financial Planning Day. This is our signature public event, where our members provide free, private consultations and workshops for the public. The event, which typically draws about 200…
Alliance of Professional Associations Event
FPA is collaborating with other associations in Minnesota to host periodic joint events that are of interest across our membership bases. September 20th will be the first such joint event that will have some great content and networking opportunities. To…
Get more media attention in 2017!
Have you thought about ways you can market yourself and your practice better in 2017? Why not go through FPA’s media training program this year and then take part in FPA MediaSource – the automated media query platform that is…
Show Me the Money: Navigating the College Financial Aid Maze
As the cost of a college education keeps increasing, securing some form of financial aid from private and/or public sources isn’t just a luxury, it’s a necessity for many students and their families. Fortunately, from grants to scholarships to student…
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