Do you know a college student or career changer interested in pursuing a career in financial planning? The Career Development Committee and FPA of Minnesota are offering full scholarships to attend both jam-packed days of Symposium 2017! Each scholarship recipient…
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SYMPOSIUM SPEAKER – October 16, Theresa Rose – The Two Most Important Words in the World for Financial Planning Professionals
Register Today… www.FPAMNSypmosium.org Closing Keynote – The Two Most Important Words in the World for Financial Planning Professionals Presentation Scheduled for Monday, October 16, 4:00-5:00 pm Approved CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd You are…
Recap: FPA of MN Golf & Bocce Outing
Submitted by Ron Evans – Director, Member Experience See the Photo Gallery Diamond Partner, Vanguard sponsored the 2017 FPA of MN Golf and Bocce Ball tournament. It was a big success. The weather was a picture perfect day at the…
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners
Thanks to our 2017 Platinum, Gold, Silver and Bronze Partners. Partner Ad Platinum Partner – BrightPath Financial Corp.: Learn How to Differentiate Your Practice Gold Partner – Objective Measure: FPA of MN Members Can Save to Attend Objective Measure Conference
Get up to speed on DOL Fiduciary Rule with this month’s Journal in the Round webinar
Join this month’s contributor to the Journal of Financial Planning, Steve Niehoff of the Pension Resource Institute (PRI), and Ed Gjertsen, current chair of the FPA PAC, as they share their insights on what advisers should know and do to…
Thinking about alternative investments? Get the new white paper!
What are some practical tips for choosing an alternatives strategy and asset manager that best suits a clients’ needs? What are the common pitfalls in identifying quality within the category and allocating appropriately to receive a meaningful diversification benefit? These…
FPA Submits Comment Letter on Proposed Changes to CFP Board’s Standards of Professional Conduct
Thanks to the input of CFP® professional members of the association, the FPA Board of Directors — with the help of the FPA Member Advocacy Council (MAC) — submitted a comment letter to CFP Board on the proposed changes to…
SYMPOSIUM BREAKOUT – October 17 – Spenser Segal – Obtaining the Most Value From your Software Technology: Best Practices
Register Today: www.FPAMNSypmosium.org Obtaining the Most Value From your Software Technology: Best Practices Presentation Scheduled for Monday, October 17, 2:55-3:45 pm Anticipated CE: 1 MN insurance, 1 CLE Standard & 1 CIMA Approved CE: 1 CFP, 1 WI insurance, 1…
FPA REFERRAL PROGRAM
When opportunity knocks you need to answer the door. Well opportunity is knocking. FPA is doubling the new member referral reward! When you refer a CFP® professional or an Allied professional to join FPA between September 1st and December 31st…
Call for Volunteers – Twin Cities Financial Planning Day
Mark your calendars! Saturday, October 28 is the 8th annual Twin Cities Financial Planning Day. This is our signature public event, where our members provide free, private consultations and workshops for the public. The event, which typically draws about 200…
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