Submitted by Scott Nelson, CFA, CFP® – Professional Issues Committee Director Welcome to 2017! I’m sure this will be an interesting year for all of us as financial professionals and as Americans. The Professional Issues Committee has some ambitious plans…
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Registration open for Career Day 2017
11th Annual FPA of MN Career Day – Friday, February 17 7:30 am – 3:00 pm DoubleTree by Hilton, Minneapolis – Park Place Are You Looking to Hire? Looking to be Hired? FPA Career Day is designed to simplify the…
Bringing the FPA Sharks to the Classroom
The week of December 12, FPA of MN members joined other Twin Cities professionals as “Shark” volunteers, judging the annual “Shark Tank” business presentations conducted at Chaska and Chanhassen High Schools. The student teams gave a roughly 10-minute pitch to…
2017 Programs Preview
Submitted by Aaron Hasler – Programs Committee Director 2017 is going to be a great year for our Chapter Meetings. Back by popular demand! Dr. Stephanie Kelton, fresh from a stint on the Senate Budget committee will be joining us…
Get the FAQs on FPA
Hello fellow FPA members. Have you ever had questions about membership and didn’t know who to ask? Did these questions seem easy enough but you didn’t want to bother someone? Well here is a solution. There is a FAQs page…
Are You Ready? Take the State of Owner Readiness Survey
Submitted by Earl Cohen – Programs Committee Member One of the associations I participate in – The Exit Planning Institute Twin Cities Area Chapter – has combined their resources in an effort to gather information regarding the state of readiness…
Your 401(k) and Prudently Managing It
Slowly but surely over the past several decades, the 401(k) retirement plan, which puts the responsibility for building a retirement nest egg on workers, typically without much help from their employers, has supplanted the traditional pension plan to become the…
Long-Term Care, Disability and Critical Illness Insurance: Worthwhile Protection or Waste of Money?
As long as human beings have walked the earth, they’ve been exposed to risk — risks that threaten their health and well-being, their property, their lifestyle and their livelihood. Insurance affords us protection for those moments when risk becomes reality.…
Minnesota Commerce chief says elder financial abuse needs urgent response
StarTribune.com – Minnesota Commerce chief says elder financial abuse needs urgent response – November 20, 2016 John Heath is part of a boom industry. Financial exploitation of the elderly. Heath, 45, an Edina financial adviser, is scheduled to be sentenced…
December Anniversaries – New Members
15 Years Zurich Awes, CFP®, CSA Kevin Graf, CFP® Rich Wesely, CFP® 10 Years Nicholas Thunker, CFP® 5 Years Marilyn Carman, CFP® Linda Ostrem, CFP® New Members Donald Adams, UBS Financial Services Inc. Matthew Borash, Duluth Tyler Furger, Illumine…
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