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 Healthcare Directives: A Valuable Asset to Financial Advisors If I were 20…
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SYMPOSIUM BREAKOUT: October 11, Aaron Hasler, Generational Partnerships as Growth Strategy
REGISTER NOW and Save $50 Presentation Scheduled for Tuesday, 2:55-3:45 pm Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, .75 CLE Stnd Generational Partnerships as Growth Strategy, Vision Setting, Business Legacy Are you getting older? Do you have a growing…
Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners. Partner Ads Gold Partner – Parnassus Investments: Environmental Positioning: A Direct Connection to Financial Performance Gold Partner – BNY Mellon – Progress Begins with a Brave Idea Bronze Partner –…
How Will You Spend Retirement? A Spending Plan Can Provide Answers
The golden rule for managing personal finances applies to just about everyone, young, old and in between: Spend within your means. But a key distinction surfaces in planning for how to spend your money in retirement, says New York City-based…
A Guide to Retirement Plans for the Self-Employed
Choice is one of the great perks of working for yourself. The location of your office, the hours you work, the amount of vacation time you take and when you take it, the workplace benefits you get—these are the kinds…
FOR IMMEDIATE RELEASE: FPA of MN Brexit Statement
**The following statement was distributed to Minnesota media outlets on June 5, 2016** Statement from the Financial Planning Association of Minnesota: Don’t panic! Over the last 12 days, financial planners from all over the state have received inquiries from their…
SYMPOSIUM BREAKOUT: October 11, Dr. Mary Bell Carlson, Beyond the Numbers: Finding the Motivation
REGISTER NOW and save $100 Presentation Scheduled for Tuesday, 2:55-3:45 pm Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, .75 CLE Stnd Beyond the Numbers: Finding the Motivation Have you ever had that moment when you’ve spent countless hours working…
Diversity Scholarship Deadline for the FPA Annual Conference is August 8
The diversity scholarship deadline for the FPA Annual Conference is August 8. Winners of the diversity scholarship will receive: Free registration to the FPA Annual Conference Hotel accommodations for the conference and Meals during the event (up to 4 days)…
SYMPOSIUM BREAKOUT – October 10, Nathan Dungan – Families, Money and Meaning: An Interactive Case Study
REGISTER NOW and save $100 Presentation Scheduled for Monday, 1:10-2:10 pm Pending CE Approval: 1 CIMA, .75 CLE Stnd Approved CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance Preparing future heirs for the various roles and responsibilities…
SYMPOSIUM SPEAKER – October 11, Weston Wellington – Redefining Investment Advice
REGISTER NOW Closing Keynote – Redefining Investment Advice Presentation Scheduled for Tuesday, 4:05-4:55 pm Anticipated CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 NASBA/CPE, 1 CIMA, .75 CLE Stnd Markets throughout the world have a history of rewarding…
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