This isn’t your parents’, or your grandparents,’ retirement. Instead of accepting a pension, a gold watch and a rocking chair at age 65, more people are heading into the next phase of life with a plan to stay active, and…
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SYMPOSIUM BREAKOUT – October 17 – Michael Marben & Martin Fleischhacker – Regulatory Update for State Registered Investment Advisors
Register Today: www.FPAMNSypmosium.org Regulatory Update for State Registered Investment Advisors Presentation Scheduled for Monday, October 17, 1:50-2:40 pm Anticipated CE: 1 MN insurance, 1 CLE Standard & 1 CIMA Approved CE: 1 CFP, 1 WI insurance, 1 NASBA/CPE Please join…
Help when it matters most
Who do you turn to when you need help? A family member, your spouse, a trusted friend or mentor? What would you do if they weren’t available or able to help? For too many of our neighbors, finding the help…
FPA of MN Members Can Save Big this Summer with Business AdvantEdge
ADP – Payroll, HR & Benefits – New clients receive a lifetime 25% discount on on ADP’s payroll services plus the first month FREE! CALL Jeremy Dyer 1-866-506-9447; ID Business AdvantEdge/FPAMN. ENROLL FedEx – Save up to 54% off list…
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners. Partner Ad Gold Partner – Objective Measure: It’s Time to Talk
New FINRA Rules Address Elder Exploitation
In March, FINRA published Regulatory Notice 17-11 Financial Exploitation of Seniors announcing that the SEC had approved FINRA’s proposals for addressing financial exploitation of seniors. Regulatory Notice 17-11 covers the new FINRA rule 2165 (Financial Exploitation of Specified Adults) as…
August Anniversaries – New Members
25 Years Peter Ludwig, CFP® Gene Shavlik, CFP® 15 Years Lee Stoerzinger, CFP® 10 Years Susan Cyberski, CFP® Susan Isaacson, CFP®, PFS, CPA, LLM Jon Manchester, CFP®, CFA 5 Years Ingrid Strauss, CFP® Karen Wehner, CLU, ChFC New Members David…
Recap: 2017 NexGen Gathering from FPA of MN Scholarship Winner Kathleen Broich
I recently had the pleasure of attending the 2017 NexGen Gathering conference after being selected for the FPA of Minnesota NexGen scholarship. I was especially interested in attending this event because I am a career changer who has only been…
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