Are you passionate about financial planning? Do you want to help educate federal policymakers about the profession and the important role financial planners play in the lives of their clients? If so, register now to take part in the 3rd…
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FPA All-Member Virtual Update on May 10!
What does FPA have planned to help members learn about and navigate the DOL fiduciary rule? What special discounts and benefits do members have exclusive access to? What research is coming up in FPA that will help members and their…
FPA of MN NexGen Family Saints Ballpark Outing – August 11
Enjoy Saints outdoor baseball this summer with the FPA of MN NexGen group at the brand-new CHS Field. All FPA NexGen members (age 36 and under) & their families are encouraged to attend. The ballpark setting is spectacular and the…
The New Fiduciary Rule
On April 6, 2016, the U.S. Department of Labor (the “DOL”) issued final regulations expanding the definition of a “fiduciary” with respect to pension and retirement plans, IRAs and other accounts under ERISA and the Internal Revenue Code. The regulatory…
Recap: 4th Financial Empowerment Session at Tapestry
In April, the Financial Education Committee completed its 4th Financial Empowerment Session at Tapestry Pregnancy & Family Resource Center. Previous sessions were organized over a five week period with four sessions devoted to income and expense tracking, budgeting and an…
SYMPOSIUM BREAKOUT – October 10, Gina Pellegrini – The Client Base Advantage
REGISTER NOW and save $100 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 Are you working your client base efficiently — or do you cherry pick? By…
Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners. Partner Ads Gold Partner – BNY Mellon: Is your portfolio well diversified? Not if you’ve overlooked this risk. FPA National – Register Now for the FPA Annual Conference – BE…
May Anniversaries – New Members
20 Years Leslie Cadle, CFP® Mike Murphy, CFP® 15 Years Ryan Spaude, CFP® 5 Years Susan Lee Blount, CFP® Douglas Heagren, CFP®, CRPC, APMA Scott Kaul, CFP® Ross Thorfinson, CLU/ChFC New Members Greg Prokop, CFP®, Accredited Investors Cody Tresselt-Warren, CFP®,…
Americans in debt trying to project luxe life
cnbc.com – Americans in debt trying to project luxe life – Janet Stanzak, April 25, 2016 About 70 percent of Americans are in debt. Despite that fact, 30 percent of those people have no plan to pay it off, according…
Katie Frazier receives scholarship
Sun Current – Bloomington Community Line … Katie Frazier of Bloomington received a $1,000 scholarship from the Financial Planning Association of Minnesota.
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