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Another Great Symposium…

SEE PHOTO GALLERY Submitted by Rachel Infante, CFP® – Director, Symposium Committee Symposium 2017 was a huge success!! Again, with over 600 attendees, we have marked ourselves as one of the largest FPA conferences in the nation. This year, we

SYMPOSIUM BREAKOUT – October 17 – Joy Navarre, Student Loan Forgiveness

Register Today: www.FPAMNSypmosium.org 5 Questions that Can Reduce Your Clients’ Student Loan Stress and Save Them Thousands of Dollars Presentation Scheduled for Monday, October 17, 1:50-2:40 pm Approved CE: .75 CLE Standard, 1 CFP, 1 MN insurance, 1 NASBA/CPE, 1

SYMPOSIUM BREAKOUT – October 16, Chad Halbur – Proactive Strategies to Provide Added Value to Clients

Register Today… www.FPAMNSypmosium.org Proactive Strategies to Provide Added Value to Clients Presentation Scheduled for Monday, October 16, 2:30-3:30 pm Approved CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd Having a trust company by your side while planning

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

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

SYMPOSIUM BREAKOUT – October 17 – Michael Marben & Martin Fleischhacker – Regulatory Update for State Registered Investment Advisors

Register Today: www.FPAMNSypmosium.org Regulatory Update for State Registered Investment Advisors Presentation Scheduled for Monday, October 17, 1:50-2:40 pm Anticipated CE: 1 MN insurance, 1 CLE Standard & 1 CIMA Approved CE: 1 CFP, 1 WI insurance, 1 NASBA/CPE Please join

SYMPOSIUM SPEAKER – October 17, Mark LeBlanc – No change. No change!

Register Today…Early Bird Rate ends July 31st: www.FPAMNSypmosium.org Closing Keynote – Growing the Business When YOU Are the Business Presentation Scheduled for Monday, October 17, 4:05-4:55 pm Anticipated CE: .75 CLE Standard Anticipated Denial: CFP, MN insurance, WI insurance, CIMA

SYMPOSIUM BREAKOUT – October 16, Mary Schmid – How to Have Money Conversations

Register Today…Early Bird Rate ends July 31st: www.FPAMNSypmosium.org How to Have Money Conversations Presentation Scheduled for Monday, October 16, 1:10-2:10 pm Anticipated CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd What comes up for many of your

SYMPOSIUM BREAKOUT – October 16, Craig Empey – Minnesota Estate Taxes – What Should I Do?

Register Today…Early Bird Rate ends July 31st: www.FPAMNSypmosium.org Minnesota Estate Taxes – My Client’s Estate Is Below The Federal Exemption, Though, Above The Minnesota Exemption – What Should I Do? Presentation Scheduled for Monday, October 16, 1:10-2:10 pm Anticipated CE:

SYMPOSIUM BREAKOUT – October 16, Jay Mooreland – Tackling Hard Meetings with Soft Skills

Register Today…Early Bird Rate ends July 31st: www.FPAMNSypmosium.org Tackling Hard Meetings with Soft Skills Presentation Scheduled for Tuesday, October 16, 9:50-10:50 am Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd As advisors, we do our best to


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