Join us on April 23rd immediately preceding the Monthly Chapter meeting for a 1-hour financial planning workshop (CFP CE pending) on working with military personnel and families to provide financial counseling. Scheduled presenter is John Bergstrom, CFP®, ChFC, CLU, CDFA,…

For those who are unacquainted with me, I am the Director of Pro Bono Committee (“Pro Bono”). I’ve kidded that I joined Pro Bono then signed up an assistant coach but then the head coach didn’t show up. So the…

See Photo Gallery What a day, what a buzz, what a success! Our chapter’s signature consumer program, Twin Cities Financial Planning Day was held on Saturday, October 25th, at Wilder Center in St. Paul. 33 Chapter members volunteered in various…

Submitted by San Asato, CFP® – Pro Bono Committee Director The Pro Bono Workshop on Managing Debt was a resounding success!  32 members attended to learn how to guide and advise clients to manage and navigate out of debt.  Thanks…

Submitted by – John Comer – Committee Member, Volunteer Coordinator for Financial Planning Day FPA of Minnesota invites you to join your colleagues in helping Twin Cities residents experience the benefits of financial planning. Participate in the 5th Annual Twin…

Submitted by Chris Davis, CIMA ® – Committee Member At some point in our lives we have all felt the reward of helping someone in need for free. Perhaps it was timely advice, being there to help someone take a…

The fifth annual Twin Cities Financial Planning Day will be here before we know it, and we need your help! The event will take place on Saturday, October 25th   from 10:00 A.M. to 2:00 P.M. at the Wilder Center in…