REGISTER NOW and save $100 Presentation Scheduled for Monday, 1:50-2:40 pm Pending CE Approval: 1 CIMA, .75 CLE Stnd Approved CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance When a person says “I have a Trust” or…
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ADV-Platinum Partner Spotlight: Stonebridge Capital Advisors
Kris West 651-251-1000 800-317-1127 kwest@stonebridgecap.com Seeking Income As interest rates have continued to decline over the past several years, we have more and more clients “seeking income” through a number of alternatives. Investors can achieve income yield through credit worthy…
SYMPOSIUM BREAKOUT – October 11, Jeff Lanza – Hoodlums to Hackers: How criminals get our information and what we can do to stop them
REGISTER NOW and save $100 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 Freezing Your Credit Reports Following a recent presentation, I learned…
President’s Message – July 2016
As we move into the second half of the year there are many things to reflect on, but more importantly many to look forward to! There are a number of exciting events in the months ahead for FPA of MN.…
Better Practices for Serving Senior Investors
Submitted by: Donald McNeil, Esq. – Professional Issues Committee Member That sound you are hearing outside your office are over 10,000 champagne corks popping every day as Baby Boomers retire. Each year, over 3.6 million Baby Boomer investors will turn…
Financial Planning Volunteer Opportunity with Tubman
In partnership with the Foundation for Financial Planning (FFP) and Association of Financial Planning (AFP) of Minnesota, Tubman is excited to announce several volunteer opportunities for Certified Financial Planners, Certified Divorce Financial Analysts and Financial Planners! Tubman is looking for…
Increase your online visibility with Investopedia’s Advisor Insights
Join over 125 CFP® professionals on Investopedia’s Advisor Insights platform, which allows financial planners to publish thought leadership articles and answer investor questions. Participating allows you to showcase your expertise to Investopedia’s 20M+ monthly unique visitors while expanding your online…
Get Your Member-Exclusive Whitepaper on Monetizing Your Value
If you downloaded the first two exclusive FPA whitepapers on defining your value and operationalizing your value, now take the final step to learn what you can do to monetize your business’s value! You can now download your copy of…
SYMPOSIUM BREAKOUT – October 10, Matt Cosgriff – Why Intrapreneurship is the Key to the Future of the Wealth Management Industry
REGISTER NOW and save $100 Presentation Scheduled for Monday, 2:30-3:30 PM. Pending CE Approval: 1 NASBA NO CE: CFP, WI insurance, MN insurance, CLE, CIMA Wealth management firms face numerous challenges in the coming decades. The headwinds include the aging…
July Anniversaries – New Members
20 Years Jodi Tomm, CFP®, CPA John Walsh 15 Years Bob Callahan, CPA/PFS, CFP® Matt Steidl, CFP®, EA 10 Years Dave Kopischke, CFP® Fred Sundquist, CFP® 5 Years Jill Frey, ChFC, CASL Stacy Friedges, CFP® Greg Mortenson Brenda Peterson James…
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