Archives
December Anniversaries – New Members
20 Years Wil Heupel, CFP®, CLU, MBA, ChFC 15 Years Ron Evans, CFP® Joe Nelson, CFP® 10 Years Ghada El-Gamal, CFP® Bob Regenfuss 5 Years Donald McNeil Jordan Vlastuin, CFP® Ann Wengronowitz, CFP® Victoria Williamson New Members Brendan Beckham, Panoramix…
Join the Professional Issue’s CyberSecurity Working Group this January
Learn About Issues Like Evaluating Third Party Vendor Cybersecurity The Professional Issues Committee is starting a Cybersecurity Working group to help FPA members who need assistance fully grasping cybersecurity compliance regulations. These new regulations can be challenge for many smaller…
FPA of MN Golf/Bocce Ball event allows Charity Partner buy new medical equipment
Homeward Bound was able to purchase two incredible machines due to the wonderful Golf and Bocce Ball sponsors, FPA of MN golfers & bocce Ball players and their quests and FPA of MN members who donated and purchased raffle tickets.…
Refer New Members. Lower Your Dues. Help Grow FPA.
Through FPA’s Member-Get-a-Member Program , your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save. Visit the FPA website now to learn…
Journal in the Round: Succession Planning and Knowing What Your Practice Is Worth
In this month’s Journal in the Round, Ryan Grau, cover story contributor to the November issue of the Journal of Financial Planning, discusses his “valuation mantra” and the insights on value and valuation that all financial planners need to know.…
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