Recap: January Chapter Meeting – A Double Feature

Jan 16, 2015 Hour I: Dr. Narayana Kocherlakota – Monetary Policy and the Economy Hour II: Mark Lanterman – Ethical Use of Evolving Technologies For the chapter’s first meeting of 2015 we were pleased to welcome Dr. Narayaneh Kocherlakota, the

December’s Two-Part FPA Chapter Meeting Recap

“The Connection Between Our Investment Beliefs and Assumptions and The Standard of Care” and “Analyzing Asset Management Firms” – Thomas Brakke, CFA Tom Brakke challenged the audience to be very clear about their investment beliefs, since it is those beliefs

Alert from the Programs Committee – Variable Program Dates

The old saying “like death and taxes…” the FPA of MN has brought you great speakers on the third Tuesday of each month. In 2015, we decided to mix things up! Well, scheduling and quality programming dictated deviating from the

November Chapter Meeting Recap

Demystifying the AMT, Kiddie Tax, & our new Medicare Taxes: Turning Tax Traps into Treasures Submitted by Jeremy Schmidt…  There have not been many major changes in federal income tax legislation recently, but there are still many tricky planning traps

September 16th Review: Morning with Michael Kitces

Submitted by Nicole Rosandich, CFP® – Programs Committee Director Hour 1 – Rising Equity Glidepath Asset Allocation in Retirement. Hour 2 – Future of Financial Planning in the Digital Age. Michael Kitces always draws a crowd for FPA of Minnesota.

​July 15th Review: Understanding and Protecting our Aging Clients from Financial Abuse-Responding to Elder Financial Exploitation

Submitted by Earl Cohen – Committee Member As planners of both our client’s finances and estates we have spent much of our time and effort on behalf of our clients in addressing their tax, investment, retirement and educational funding issues.

​June 17th Review: Planning in Light of Minnesota’s New Marriage Laws

On June 17, 2014 FPA of Minnesota found out more about the new civil marriage law for Minnesota. For the first half Michelle Rehbein & Shane Swanson presented the challenges that GLBT couples are presented on the question of marriage.