Tools & Resources
Consumer Resources
We provide resources to credible links for information and specialized services. To find the resources that are best for you and your needs, we encourage you to contact a financial planner and discuss your options. Our resources cover multiple topics, including:
- Taxes & Investments
- Credit Counseling
- Foreclosure Resources & Prevention
- Debt Collections & Bankruptcy
- Student Loans & College Funding
- Identity Theft & Privacy
- Mortgages & Home Buying
- Emergency Fund Savings
- Job Loss & Disability
- Consumer Information & Protection
- Community Aid Organizations & Resources
- Vehicle Purchasing
- Retirement
- FPA Worksheet - Action Plan
- FPA Worksheet - Balance Sheet
- FPA Worksheet - Budgeting
- FPA Worksheet - Debt Management Plan
- FPA Worksheet - Education Costs
- FPA Worksheet - Financial Goals
- FPA Worksheet - Personal Data Sheet
- FPA Worksheet - Retirement
- FPA Worksheet - Creating a Spending Plan
Personal Finance Worksheets
Financial Education Videos
Creating A Spending Plan
Presented by Nicole Boor, CFP®
Debt Management
Presented by Melanie Hardie, CFP®, AFC (Accredited Financial Counselor)
Investing Basics: Be a Smart Investor
Presented by Ryan Antkowiak, CFP®
Medicare Basics
Presented by Bruce Lorenz CFP®, MBA, FHFMA
My Retirement Paycheck
Presented by John Comer, CFP®
Social Security Basics
Presented by Joe Downes MBA, CFP®
For additional information, FPA offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner.
Request A Speaker
Let FPA of MN identify a guest speaker for your next event. Our speakers are volunteer members who provide objective and unbiased presentations, free of charge, as part of their commitment to community service and public awareness. FPA of MN speakers know how to address virtually any financial planning topic, including:
- Saving for retirement
- Funding college education
- Maximizing employee benefits
- Raising financially healthy children
To request a speaker, call the FPA MN office at (763) 781-1212 or click here to email us.