The purpose of the Outstanding Achievement Award (OAA) is to recognize and reward those FPA chapters that have taken the initiative to better serve not only the members of their chapters, but also the public in general. Innovation, chapter involvement,…
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Recap: Jump$tart Coalition of Minnesota Annual Conference
The Jump$tart Coalition for Financial Literacy held their annual conference on Friday April 28, 2017 at the Minneapolis Federal Reserve Bank. This year’s topic was: Solving the Puzzle of Paying for Higher Education: Successfully Financing Life after High School The…
SYMPOSIUM BREAKOUT – October 17, Jay Mooreland – Personality Driven Financial Coaching: Reaching Financial Goals
Register Today for Early Bird Rate: www.FPAMNSypmosium.org Personality Driven Financial Coaching: Reaching Financial Goals Presentation Scheduled for Tuesday, October 17, 2:55-3:45 pm Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, 1 MN insurance, 1 WI insurance, .75 CLE Stnd Communication…
SYMPOSIUM BREAKOUT – October 16, Chris Wills – 8 Late-Stage College Planning Strategies You Don’t Know About But Should
Register Today for Early Bird Rate: www.FPAMNSypmosium.org 8 Late-Stage College Planning Strategies You Don’t Know About But Should Presentation Scheduled for Monday, October 16, 11:10 am – 12:10 pm Anticipated CE: 1 MN insurance, 1 WI insurance, 1 CIMA, 1…
SYMPOSIUM BREAKOUT – October 16, Jon Luskin – Dollar-Cost Averaging Using the CAPE Ratio
Register Today for Early Bird Rate: www.FPAMNSypmosium.org Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance Presentation Scheduled for Monday, October 16, 2:30-3:30 pm Anticipated CE: 1 MN insurance, 1 WI insurance, 1 CIMA, 1 NASBA/CPE &1 CLE…
SYMPOSIUM SPEAKER – October 17, Krishna Memani – The Great Economic Debate 2017
Register Today for Early Bird Rate: www.FPAMNSypmosium.org 2017 Great Economic Debate Presentation Scheduled for Tuesday, 9:10 – 10:40 am Approved CE: 1.5 CFP, 1.5 NASBA/CPE, 1.5 CIMA, 1.5 MN insurance, 1 WI insurance, 1.5 CLE Stnd Have you registered for…
Recap: Wow – what a great event – Member Appreciation!
The long-standing members of FPA of MN, members 10 years or longer, were privy to a wonderful presentation by Jason Kallsen of Twin Cities Wine Education. Jason provided insight on 7% of wines that fly under the radar in his…
What We Can Learn from Millennials About Managing Our Finances
This article is the first in a series of three that will explore what each of the aforementioned three generations — Boomer, Gen X and Millennial — have to teach the others about money and managing their financial lives. The…
Gray Divorce: Dealing with the Financial Ramifications of Ending a Marriage Later in Life
The assumption used to be that divorce happened mostly to couples in their 20s, 30s and 40s. No longer. Figures released recently by the Pew Research Center indicate that among U.S. adults 50 and older, the divorce rate roughly doubled…
Now is the Time to Recognize Exemplary Financial Planners!
FPA is seeking nominations for two prestigious awards. The P. Kemp Fain, Jr., Award honors individuals for their significant contributions to the profession. The Heart of Financial Planning Award recognizes those contributing and giving back to the financial planning community…
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