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Borrowing & Lending, Friends & Family: Making a Sensitive Dynamic Work
John wants to buy a new car. His savings will get him part of the way to meeting the purchase price, but he’ll need to borrow money to make up the difference. Trouble is, the only auto loan for which…
Life Insurance FAQ: Who, What, Why, When and How Much?
We can’t predict exactly when life will throw us an unexpected curveball, but we can at least prepare ahead of time, so when something unforeseen inevitably happens, we’re in a solid position to handle it. It’s in preparing for the…
June Anniversaries – New Members
30 Years Bob Klosterman, CFP® 15 Years Andy Feterl, CFP® Kristin Garrett, CFP® Matt Nelson, CFP® 10 Years Jason Plank, CFP®, CRPC, AAMS Dana Pollard, CFP® Kathy Waters, CFP® 5 Years Ryan Anderson, CFP® Kevin Lawson, CFP® Nicole Rosandich, CFP®…
Get Your Member-Exclusive Whitepaper on Operationalizing Your Value
If you downloaded the exclusive FPA whitepaper on defining your value, now take the next step to learn what you can do to operationalize that value! Download your copy of Operationalizing the Delivery of Your Value – the second of…
SYMPOSIUM SPEAKER – October 10, Deirdre Van Nest – How to Get More Warm Leads in One Hour Than Most Get In One Month
REGISTER NOW and save $100 How to Get More Warm Leads in One Hour Than Most Get In One Month Presentation Scheduled for Monday, 11:10-12:10 pm Anticipated CE: 1 NASBA/CPE, 1 CLE Prof Dev NO CE: 1 CFP, 1 MN…
SYMPOSIUM BREAKOUT – October 11, Michael Finke – Retirement Living: A New Perspective on Retirement Income Planning
REGISTER NOW and save $100 Presentation Scheduled for Tuesday, 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 Predicting the future is fraught with many assumptions; retirement…
SYMPOSIUM BREAKOUT – October 11, Deb Newman – Bringing Clarity to the Long Term Care Discussion
REGISTER NOW and save $100 Presentation Scheduled for Tuesday, 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 The only constant in long term care insurance seems…
Save $25 on FPA Annual Conference – BE Baltimore 2016
Use Promo Code CHBE16 to give yourself a $25 discount to attend the BE conference AND earn $25 for the FPA of Minnesota in the form of a rebate! Download the schedule-at-a-glance for FPABE to start planning your time What…
FPA Professional Services Directory Now Available…and Expanded!
FPA has launched a new member benefit – the FPA Professional Services Directory – to provide members with even more resources and tools to support their professional and business success. The Directory, accessible on FPA Connect, lists all Allied Professional…
FPA - Connect
