Register Today…Early Bird Rate ends July 31st: www.FPAMNSypmosium.org Tackling Hard Meetings with Soft Skills Presentation Scheduled for Tuesday, October 16, 9:50-10:50 am Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd As advisors, we do our best to…
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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…
Fundraiser for Homeward Bound at June Chapter Meeting
At the June General Membership meeting the Member Experience Committee conducted a 50/50 Board for Homeward Bound. The lucky winners were: Melanie Hardie from Life Works, $50 William Brown from MSU-Mankato, $10 And more importantly Homeward Bound came away with…
July Anniversaries – New Members
20 Years Bruce Wagner 15 Years Wayne Wagner 10 Years Mark Ledson, CFP®, CRPC John Oberg, CFP®, CPA, MBA Tammy Robbins Larry Tate 5 Years Brad Barinsky, JD, CFP® Jodee Paape, CPA New Members Katherine DeGusti, Ameriprise Financial Jason King,…
Meet our Golf/Bocce Ball Outing Charity – Homeward Bound, Inc.
What does it mean to be a “community partner”? To me, it means “working together in a collaborative way as a team to accomplish good in the community.” This year, FPA is a partnering with Homeward Bound the charity organization…
Impacts of the DOL Fiduciary Rule: How to Lawfully Advise Clients on what to do with their 401(k) Plan
This month’s Professional Issues Committee article is from its newest member, Brian Edstrom, Attorney with JUX Law Firm and former Director of Securities at the Minnesota Department of Commerce. This article should not be construed as legal advice. As with…
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners. Partner Ad Gold Partner – PCG Agencies, Inc.: Introducing P&C Insurance Agent Pia Teabout!
June Anniversaries – New Members
35 Years Royce Nies, CFP® 20 Years Mike Rogers, AIF Catherine Van Der Schans, CFP 15 Years Bill Hansen, JD, LLM, CFP® 10 Years Cheryl Olivanti John Schwalbach, CFP® Molly Sullivan, CFP® Tom Walsh, CFP® 5 Years Richard Dunn, AIF,…
The DOL Fiduciary Rule is Here! Are You Compliant? FPA MN can Help!
Watch FPAMN’s video session with Professor Mercer Bullard (see 3 minute preview), securities law expert at the University of Mississippi School of Law and former SEC attorney, to get to the heart of the matter on what you have to…
The Rise of the Machines
Submitted by Scott Nelson, CFA, CFP® – Professional Issues Committee Director Robo-advice has got everybody wondering and worrying that entire industry may soon look like something out of the cartoon, The Jetsons. All this consternation led the folks at CFP…
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