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Review of NexGen Gathering from FPA of MN Scholarship Winner Lauren Klein

The National FPA NexGen group sponsors an annual conference each summer called “Gathering”. The 2016 conference was held in Dallas, TX and drew a max capacity 200 attendees. FPA of MN offered a new scholarship opportunity for one NexGen (36

NexGen Saints Ballpark Outing Sees a 15 – 1 Win over the Sioux Falls Canaries

On August 11th, the NexGen group watched the Saint Paul Saints beat the Sioux Falls Canaries 15-1 at CHS Field. The event drew NexGen members and their families for an evening of baseball, on field entertainment and ballpark food. Stay

SYMPOSIUM BREAKOUT – October 11, Trisha Qualy and Tom Rippberger – The Robo Advisor: Friend or Foe?

REGISTER NOW and Save $50 Presentation Scheduled for Tuesday, 10:55-11:45 AM. CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 CIMA, 1 NASBA and .75 CLE Stnd How are robo advisors a threat to the financial services industry? Trisha

SYMPOSIUM BREAKOUT – October 10, Anne Elizabeth Denny, Beyond Mere Checked Boxes

REGISTER NOW and Save $50 Presentation Scheduled for Monday, 2:30-3:30 pm Anticipated CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd Beyond Mere Checked Boxes – Empowering clients to communicate meaningful healthcare directives

SYMPOSIUM BREAKOUT – October 10, John Gabriel, Actively Seeking Active Share

REGISTER NOW and Save $50 Presentation Scheduled for Monday, 2:30-3:30 pm Anticipated CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd Don’t Play in The Street – Active Management: Sometimes you don’t get

SYMPOSIUM BREAKOUT – October 11, Jeff Lanza – Protecting the Generations in the Information Age

REGISTER NOW and Save $50 Presentation Scheduled for Tuesday, 10:55-11:45 AM. Pending CE Approval: 1 CFP, 1 MN insurance, 1 WI insurance, 1 CIMA, 1 NASBA and .75 CLE Stnd If it doesn’t make sense, don’t click on it! One

Recap: Golf & Bocce Ball Outing

Here are the winners: 1st Place Team: Jason Plank, Matt Scanlon, David Auerbach, Michael Ryan 2nd Place Team: Cade Eisenzimmer, Ron Hume, Dave Anderson, Damian Winther Straightest Drive Men: Andy Vix Straightest Drive Women: Laura Biermann Closest To Hole in

Pro Bono Committee Staffing Financial Resources Table at 2nd Annual Power of One Fun Run

Pro Bono will be present at 2nd Annual Minnesota Army National Guard Power of One Fun Run – Suicide Awareness 5K on Sep. 11th, Ben Franklin Readiness Center – Arden Hills. The event is for former and currently serving military

September Anniversaries – New Members

40 Years Pete Wiekliski, CFP® 20 Years Sandy Johnson, CFP®, CLU, MS, ChFC, CRPC 10 Years San Asato, CFP® Brandon Jones, CFP® James Leach Brandon Oslund, CFP® Ken Park, CFP® 5 Years Brett Anderson, CFP® ​Eric Graber David Sayers, CFP®,

2016 Golf & Bocce Ball Outing – Gallery


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