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…
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…
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…
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…
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…
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…
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…
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…
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…
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:…
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…