FPA of MN NexGen is excited to announce a great career development opportunity by offering a scholarship to attend the soon-to-be SOLD-OUT 2017 FPA NexGen Gathering. FPA NexGen Gathering is an annual conference specifically created for the next leaders in our…
Archives
Recap: 4th annual Advocacy Day & Photos
On March 16th, the Professional Issues Committee held its 4th annual Advocacy Day at the State Capital in St. Paul. Approximately, 20 FPA MN members had lunch with the Department of Commerce Commissioner Rothman and several of his staff members. …
Financial Planning in the Trump Era: Finding Solid Footing Amid a State of Flux
The fundamental justifications for creating a financial plan are the same as they were a year ago, a decade ago, even a generation ago: With a comprehensive, well-thought-out and professionally quarterbacked game plan, a person gains a greater sense of…
Financial Planning Checklist for GENERATION X
The following is the second in a series of articles aimed at providing members of a specific generation with a checklist of financial planning priorities appropriate to their age and circumstances. Here in the second of three articles in the…
March Anniversaries – New Members
25 Years Jim Goedtke, CEO, RFC, CSA 20 Years Ellen Scholz, CFP® 15 Years Debra Groezinger, CFP®, CPA/PFS Brad Jenson, CFP®, CIMA Jeff Thorup, CFP® 10 Years Nancy Bergstrom, CFP® Jonathan Liang, CFP® John Pitz, CFP®, ChFC, CLU 5 Years…
Recap: 11th Annual Career Day & Photo Gallery
The FPA Career Development Committee hosted the 11th Annual Career Day on Friday, February 17th at the Doubletree – Minneapolis. Nick Thunker moderated our panel of financial planners to kick off the day. Thank you to our panel members Ben…
Preview: March & April Chapter Meetings
We have Michael Kitces joining us in March and an interesting discussion on how to help your business owner clients in April (Exit Planning). Even if you do not have business owner clients, you will want to hear this presentation.…
Optimizers
Submitted by Melissa Glennie – Professional Issues Committee Optimizers: What are they? What do they do? How do they do it? Are financial planners using optimizers? Should they? Is 2017 the year to implement an optimizer in your practice? But first,…
Volunteer Opportunities in April
Junior Achievement (JA) When Tues, April 11th; 9 -10:30 am Tues, April 18th; 9 -10:30 am Where: Patrick Henry High School – 4320 Newton Ave N, Mpls, MN 55412 North Mpls at 44th & Penn very close to Robbinsdale Who:…
Financial Planning Checklist for Baby Boomers
The following is the first in a series of articles aimed at providing members of a specific generation with a checklist of financial planning priorities appropriate to their age and circumstances. This first article in this three-part series provides a…
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