The FPA Research and Practice Institute™ and the Journal of Financial Planning wrapped up the 2016 Trends in Investing survey, which shows planners today are heavily depending on ETFs as a preferred investment vehicle. Will this trend continue? Access the full…
Archives
Why is it Important for Financial Planners to Make Their Voices Heard Through Advocacy?
If you missed the 3rd Annual FPA Advocacy Day on June 22 in Washington, D.C., you missed an important opportunity to gather with your peers to advocate for your profession. The event brought together 64 FPA members from across the…
SYMPOSIUM BREAKOUT – October 10, Bob Mauterstock – The 7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity
REGISTER NOW and Save $50 Presentation Scheduled for Monday, 1:10-2:10 pm Anticipated CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd Connect with Families of Clients with Diminished Capacity It isn’t an easy…
Countering Elder Exploitation
Submitted by Scott Nelson – Professional Issues Director I would like to invite everyone to the FPA Professional Issues/NexGen K’Nex event on RIA formation and regulation on Tuesday, September 27th from 7:30 AM to 9 AM at 3300 Edinborough Way,…
SYMPOSIUM BREAKOUT – October 10, Gina Pellegrini – Are You a Control Freak?
REGISTER NOW and Save $50 Presentation Scheduled for Monday, 1:10-2:10 pm Anticipated CE: 1 NASBA/CPE, 1 CLE Stnd NO CE: CFP, MN insurance, WI insurance, CIMA Don’t be afraid to let go and grow! Do you manage your practice —…
President’s Message – August 2016
Here in Minnesota, we are always talking about our volunteers and engaged members; recognizing that this involvement is really what makes us a great chapter. There is a special way for you to recognize an exceptional individual or organization by…
August Anniversaries – New Members
20 Years Janet Stanzak, CFP® 15 Years Tom Luing, CFP® Donna Murr, CFP® 10 Years Dale Acton, CFP® Karen Becker-Gemmill, CFP® Sean McTeague, CFP® 5 Years Ron Hansen, CFP® New Members Tammy Benson, RBC Steve Blume, RBC Rachel Dahl, Hellmuth…
SYMPOSIUM SPEAKER – October 11, Heather Jarvis, What’s the deal with student loan interest rates?
REGISTER NOW and Save $50 Presentations scheduled for Tuesday, 12:30 – 1:20 pm, 1:50 – 2:40 pm Lunch Keynote – Educational Debt: Will Student Loans Be the Next Bubble to Burst? Breakout – Advanced Student Debt Management: A Checklist Approach…
Member Experience Update
At the July Chapter Meeting we played “Reverse BINGO” for a fund raiser event for Can Do Canines. The winner taking home 1/2 the pot was Pamela Heimdal. It was a battle right down to the end with two players…
Recap: July Chapter Meeting & September Preview
Michael Kitces was out July speaker and gave us a fantastic breakdown of the Robo or digital advice landscape and why they are a tool to be embraced rather than a threat to be feared. In the second hour of…
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