Are you passionate about financial planning? Do you want to help educate federal policymakers about the profession and the important role financial planners play in the lives of their clients? If so, register now to take part in the 4th…
Archives
FPA of MN 2017 Annual GOLF and BOCCE BALL OUTING – August 7
Registration OPEN 18th Annual FPA of MN Golf & Bocce Ball Tournament Monday, August 7th · Midland Hills Golf Club – Roseville, MN It’s never too early to start thinking about golf! Networking with other financial and business professionals from…
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners. Partner Ad Platinum Partner – Mairs & Power: Why Minnesota Works for Investors
FPA in the Community – Tandem
Submitted by Seth Tenpenny – Financial Education Committee Tandem (formerly known as Tapestry Family Resource Center) is a not-for-profit located in south Minneapolis. Tandem’s mission is to serve women (who are often single parents) in crisis. Tandem seeks to achieve…
Old and New News
Submitted by Keith Loveland – Professional Issues Committee OLD NEWS. The previous definition of a fiduciary was the four decades‐old five‐part test for determining functional fiduciary status under ERISA. A fiduciary was defined as a person who does not have…
Montgomery Scholarship Winners Announced
We are excited to announce the recipients of this year’s Montgomery Scholarship: Amber Miller and John Koenig! Amber Miller’s long-term goal is to be your top, go-to female financial life planner specializing in goal setting, transition planning and education. She…
FPA has the research you need to run a more successful practice
If you haven’t checked out the original research offered by the FPA Research and Practice Institute™, you’re missing out! Over the past few years FPA has conducted research on everything from business growth strategies and cybersecurity to effective client communication…
Let your voice be heard on issues that matter!
FPA is proud to be the voice for practitioners and all CFP® professionals. The FPA Member Advocacy Council (MAC) is seeking input from FPA members on regulatory and certifying body activities, processes and initiatives. Working in cooperation with those bodies,…
May Anniversaries – New Members
15 Years John Lawien, CFP® Bruce KuehlCFP® Richard MillerCFP®, CPA/PFS Deb Newman, ChFC, CLU, LTCP Clayton St. George, CFP®, CLU 10 Years Chuck Betz, CFP® Anne Ward, CFP® 5 Years James Aman, CFP® Jeanette Garmaker, CFP® Adam Mans, CFA, CFP®…
Financial Planning Checklist for MILLENNIALS
The following is the third and final article in a series developed by the Financial Planning Association to provide members of a specific generation with a checklist of financial planning priorities appropriate to their age and circumstances. This checklist details…
FPA - Connect
