This article is the third and final in a series that explores what people from one generation have to teach others about managing their money and their financial lives. The series concludes here with a look at what we can…
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Be Like Buffett: The Merits of Passive Low-Cost Investing
In his will, renowned businessman and investment strategist Warren Buffett reportedly left instructions for his heirs to invest in index funds, based on a belief that those funds would outperform actively managed, higher-fee investment vehicles such as mutual funds. “A…
FPA members can access great content from Kiplinger’s Personal Finance
FPA has partnered with Kiplinger to offer FPA members an extremely cost-effective subscription article program that provides members with content to better engage and support their clients, along with a private FPA Kiplinger content store that provides members access to…
Golf/Bocce Ball Outing and Member Perks
Summer is upon us and before you know it, there will be frost on the ground again, so with that in mind- sign up now for the annual FPA of MN GOLF and BOCCE BALL outing! This year’s event is…
2017 Trends in Investing Report available!
With more than $4 Trillion invested in Exchange-Traded Funds (ETFs), there is now clear indication that these investment vehicles are in position for more growth in the future. The 2017 Trends in Investing Survey marks the third consecutive year that…
Early bird deadline is July 14 for the FPA Annual Conference!
The FPA Annual Conference in Nashville from October 2-4 will be the largest gathering of CFP® professionals and thought leaders this year. Attendees, speakers and partners are among the most innovative folks in the industry who come together to connect…
Apply for a Diversity Scholarship to attend the 2017 FPA Annual Conference
Applications are due August 4 for FPA Diversity Scholarships to attend the 2017 FPA Annual Conference in Nashville Oct. 2-4. The scholarship recognizes professionals who are working to encourage diversity in the financial planning profession and the population served. The…
SYMPOSIUM SPEAKER – October 17, Mark LeBlanc – No change. No change!
Register Today…Early Bird Rate ends July 31st: www.FPAMNSypmosium.org Closing Keynote – Growing the Business When YOU Are the Business Presentation Scheduled for Monday, October 17, 4:05-4:55 pm Anticipated CE: .75 CLE Standard Anticipated Denial: CFP, MN insurance, WI insurance, CIMA…
SYMPOSIUM BREAKOUT – October 16, Mary Schmid – How to Have Money Conversations
Register Today…Early Bird Rate ends July 31st: www.FPAMNSypmosium.org How to Have Money Conversations Presentation Scheduled for Monday, October 16, 1:10-2:10 pm Anticipated CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd What comes up for many of your…
SYMPOSIUM BREAKOUT – October 16, Craig Empey – Minnesota Estate Taxes – What Should I Do?
Register Today…Early Bird Rate ends July 31st: www.FPAMNSypmosium.org Minnesota Estate Taxes – My Client’s Estate Is Below The Federal Exemption, Though, Above The Minnesota Exemption – What Should I Do? Presentation Scheduled for Monday, October 16, 1:10-2:10 pm Anticipated CE:…
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