What’s the first thing people look at when they open their investment account statement? Usually their eyes go right to the bottom line, to see how much their shares of stock, or their mutual fund portfolio, or their retirement plan…
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CFP® professionals are registering for FPA Retreat 2017
With limited availability, CFP® professionals are rushing to sign up for FPA Retreat 2017. This is the marquee event for CFP® professionals because only at Retreat can practitioners uncover, address, and intimately engage with some of the most challenging, relevant,…
Looking for new ways to increase your engagement with FPA MN?
The Financial Education committee is looking for volunteers for our upcoming events! Please email me directly if you’re interested in any of these fun and rewarding opportunities Host booth at STEM Expo – Thurs Feb 2 7:30am – 4pm In…
Volunteer Opportunity – Community Impact Liaison
The Pro Bono and Financial Education Committees would like to make FPA MN members aware of a new engagement opportunity. The Community Impact Liaison role allows new and established members alike to make a noteworthy impact with a minimal, flexible…
SYMPOSIUM SPEAKER – October 16, Mary Beth Franklin – 2016 tax returns determine 2018 Medicare premiums
REGISTER NOW Opening Keynote – Maximize Social Security & Minimize Medicare Premiums Presentation Scheduled for Monday, October 16, 7:55-9:25 am Anticipated CE: 1.5 CFP, 1.5 MN insurance, 1 WI insurance, 1.5 NASBA/CPE, 1.5 CIMA, 1 CLE Stnd 2016 tax returns…
Professional Issues Committee rolls out new awareness campaign
Training Webinar for Advocacy Day 2017 Below is the webinar and presentation hosted by FPA National’s Director of Advocacy, Karen Nystrom, for FPA MN’s 2017 Advocacy Day at the state capital on March 16. Click for webinar access The Professional…
Save the Date – FPAMN K’Nex – March 29th, 2017
FPAMN K’Nex hosted by NexGen: Wonder Woman in the Workplace: The ROI for Cultivating Confidence & Taking Risks with Presenter Betsy Koepke of Betsy Koepke Coaching Tailored to provide women with the mindset that they need in order to rise…
February Anniversaries – New Members
35 Years Jim Brass, CFP®, CFM, MBA, CIMA 20 Years Jane Truckenbrod, CPA 10 Years Damian Winthers, CFP® 5 Years Corey Anderson Jeff Benson Tony Bolstroff, CFP® Sara Kantor, CFP® New Members Michael Boho, ViaForte Sabine Casazza, Principal Steve…
Preview: February Chapter Meeting
Submitted by Aaron Hasler – Programs Committee Director The Programs Committee is thrilled to announce that Minneapolis Federal Reserve President and CEO Neel Kashkari will be speaking to us on February’s Chapter Meeting. This presentation will include short prepared thoughts…
FINRA and SEC Examination Priorities
FINRA announced their exam priorities on January 4th for 2017. It probably isn’t surprising that FINRA is very interested in how firms are supervising brokers that have a checkered past. Researchers reported in 2016 that certain firms have become havens…
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