Preview: March & April Chapter Meetings

We have Michael Kitces joining us in March and an interesting discussion on how to help your business owner clients in April (Exit Planning). Even if you do not have business owner clients, you will want to hear this presentation.

Preview: February Chapter Meeting

Submitted by Aaron Hasler – Programs Committee Director The Programs Committee is thrilled to announce that Minneapolis Federal Reserve President and CEO Neel Kashkari will be speaking to us on February’s Chapter Meeting. This presentation will include short prepared thoughts

2017 Programs Preview

Submitted by Aaron Hasler – Programs Committee Director 2017 is going to be a great year for our Chapter Meetings. Back by popular demand! Dr. Stephanie Kelton, fresh from a stint on the Senate Budget committee will be joining us

2017 Brings Joint Meeting, Format Changes to Programs

Submitted by Aaron Hasler – Programs Committee Director Thank you to all who have participated in a monthly chapter meeting in 2016. Your attendance helps build a wonderful professional community that is the best in our business. I encourage and

Recap: July Chapter Meeting & September Preview

Michael Kitces was out July speaker and gave us a fantastic breakdown of the Robo or digital advice landscape and why they are a tool to be embraced rather than a threat to be feared. In the second hour of

Recap: March Chapter Meeting – April Preview

Are you going to live to be 100? Carolyn McClanahan asked this question as she discussed allocating for health expenditures and planning for health care through our client’s retirement years. Carolyn raises many concerns and discussed the use of insurance

Recap: January Chapter Meeting & February Preview

Humor in economics? Is that possible? If you attended January’s chapter meeting you experience a unique presentation by Dr. Elliot Eisenberg, a nationally acclaimed speaker and economist who gave us his perspective of the economy and a forecast of 2016.

Recap: October Chapter Meeting & December Preview

We were pleased to offer two presenters for our October lunch hour chapter meeting. BlackRock and iShares provided us with Dominic Maister, Director of iShares ETF due diligence and Rene Casis, Director of their Equity Smart Beta group. Both presenters

Recap: March Chapter Meeting

Charitable Planning Strategies, Words That Work Joint Meeting with Planned Giving Professionals A unique joint membership meeting of FPA Minnesota and the Minnesota Planned Giving Council (MPGC) with an exceptionally effective speaker drew a large audience and generated a frenzy

Recap: February Chapter Meeting – Top 15 Estate & Tax Planning Traps

The Top 15 Estate & Tax Planning Traps and How to Avoid Them – Speaker John (Jeff) Scroggins, from Atlanta, GA, little known to everyone, had to come a day early to Minnesota due to bad weather in GA. Luckily