The benefits of working with a financial professional are well-documented, as study after study shows that people who entrust their finances to some type of adviser ultimately are better-positioned to fulfill their goals and meet their obligations than those who…
Archives
April Anniversaries – New Members
25 Years Laurie Laner, CFP® 20 Years CarlaAnn Goedtke, RFC, CSA Bob Meath Rob Nelson, ChFC 15 Years Kurt Baldry, CFP® Josh Decker, CFP® Bruce Kuehl, CFP® Richard Miller, CFP®, CPA/PFS Deb Newman, ChFC, CLU, LTCP Clayton St. George, CFP®,…
FPA of MN Partners with AARP at Healthy Life Expo
Last month, FPA of MN members partnered with AARP and volunteered their time to give free financial education consultations during the Healthy Life Expo. The Healthy Life Expo is the largest Health and Wellness show in the Upper Midwest and…
Young planners: Register for the 2017 FPA NexGen Gathering
Join us for the 2017 FPA NexGen Gathering being held at North Central College in Naperville, IL, June 23-25. The conference theme is LEAD TODAY, providing opportunities for attendees to discuss hot topics and trends facing the future of the…
FPA’s highly acclaimed Residency program expands in 2017
If you’re looking for a top-notch, intensive client-centered financial planning training experience, you now have more opportunities to find it! Each year, due to its excellent reputation (as reported in Financial Advisor magazine), quality faculty and proven outcomes, the wait…
Expand your client network: Join the Betterment Advisor Network™
Meet mass affluent clients who need your financial experience and expertise. Offered through a strategic partnership among FPA and Betterment for Advisors, the Betterment Advisor Network™ supports FPA members by providing opportunities to build your business and while thoughtfully supporting…
FPA can help you with your business needs
FPA members can save thousands with companies like Twenty Over Ten, Advyzon, RightCapital, CalSurance, RIA in a Box and more! FPA has secured FPA member rates on business essentials to make your bottom line a little sweeter. Find offers to…
2016 FPA Annual Report is now available!
From original research and conferences to the Journal of Financial Planning to outstanding networking, 2016 was a year full of opportunity for FPA members to grow professionally and personally. The new 2016 Annual Report of the Financial Planning Association chronicles…
FPA in the Community – BestPrep
Submitted by Jason Kley, CFP®, AIF, MBA – FPA of MN President-Elect Why do we do what we do? For many of us, we work in our chosen field because of far more than a paycheck. We simply want to…
Homeward Bound named as Our Charity Pick for 2017 FPA Golf and Bocce Tournament
We are pleased to announce that Homeward Bound will be the benefactor of funds raised at our 2017 FPA Golf and Bocce Tournament. Homeward Bound provides quality and innovative services to support children and adults with severe and profound disabilities.…
FPA - Connect
