Save the Date! July 30th First Year Member Social Rojo Mexican Grill 1602 West End Blvd. The Rojo Room St. Louis Park, MN 55416 952-657-5385 R.S.V.P. Did you join the FPA of Minnesota in the last year? Then we want…
Archives
June Anniversaries – New Members
25 Years Thomas Wright, Jr, CFP® 20 Years John Jouse, CFP®, ChFC 15 Years Larry DeGraaf, CFP®, ChFC, CLU, CSA Peter Silbaugh, CFP® Todd Steger, CFP® Nate Wenner, CFP®, CPA, PFS, CIMA 10 Years Cathy Juilfs, AIFA, CEBS, CFP® 5…
May Anniversaries – New Members
20 Years Kathy Moss, CFP®, CFS, Reg Prin Mark VandenEinde 15 Years Julie Dillon, CFP® 5 Years Steve Finkelstein, CFP® Bridget Handke, CFP® Jeff Ohe, CFP® Peter Conrad, CFP® Kenneth Ericson, CFP® Jon Kreps, CFP® Deb Kuper, CFP® Jim Mertz,…
Please and Thank You
Please and thank you are words we all learned at a very young age and they have likely have served us well throughout life. They even work in today’s txting world…pls and ty, right? The New Member Committee is responsible…
What are the Benefits of your FPA Membership to your Business?
We are a Minnesota estate planning law firm. We work with many financial planners to provide estate planning and estate administration services to their clients. The FPA provides current, relevant information to members about trends in the financial planning community.…
New Member Committee Needs Your Help-Become A Valued Chapter Guide
The New Member Committee is tasked with mission of recruitment and integration of new members in the first year of membership. As a way to accomplish our mission, we created the Chapter Guide Program. It is a volunteer program to…
March Anniversaries – New Members
30 Years- Leotta Goodney, CFP®, CPA 20 Years- Royal Jaros, CFP® 15 Years Jennifer Arps, CFP® Sandra Flom, CFP®, CPA 10 Years Aimee Bauman, CFP® Karen D’Aloia, CFP® William Hoefer, CFP®, CLU, ChFC Selene Thomas, CFP® 5 Years…
Recap: First Year Member Social
We kicked off the new year with 38 members attending a very successful First Year Member Social at Bonefish Grill, West End. Our socials always have great food, great wine and they are lots of fun! Attending them is a…
February Anniversaries – New Members
30 Years Mark Patridge, CFP® 20 Years Greg Prokott, USGA ABC 10 Years Becky Krieger, CPA, CFP® 5 Years Ben Auckenthaler, CFP® Rachel Infante, CFP® Grant Meyer, CFP® New Members Michael Black, Ataraxis Financial Sue Franklin, Wells Fargo Advisors Patrick…
What are the Benefits of your FPA Membership to your Business?
Member Tiffany Rovaina … As a NexGen financial planning professional, my FPA membership has provided me with access to a wealth of knowledge and expertise that would otherwise be difficult to obtain. Upon becoming an FPA member, I was immediately…
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