Working Through Tough Financial Issues with Aging Parents

For many families, it’s the elephant in the room: the necessary but potentially awkward discussions between aging parents and adult children about subjects like where the parents envision living as they grow older and more dependent on others, the role

Pick the Right Retirement Date for You

You’ve spent decades in the working world, and now the question must be asked: When is the right time for you to retire? As important and potentially life-altering as choosing a date for retirement can be, it’s a decision that

Use Them or Lose Them: 12 Tax and Financial Planning Moves to Make by Year’s End

A tumultuous year that will be remembered mostly for climatic upheaval, political polarity and dubious celebrity behavior in Hollywood and elsewhere still has something positive to offer people, provided they mobilize to take advantage of before year’s end. A wide

On the Verge of Retiring? Nine Financial Moves to Smooth the Transition

People spend decades thinking about, and saving toward, retirement. But what happens once they actually have a year in mind for the Big R? What to do now that retirement appears imminent? Whether you have a retirement date circled in

December Anniversaries – New Members

20 Years Wil Heupel, CFP®, CLU, MBA, ChFC 15 Years Ron Evans, CFP® Joe Nelson, CFP® 10 Years Ghada El-Gamal, CFP® Bob Regenfuss ​5 Years Donald McNeil Jordan Vlastuin, CFP® Ann Wengronowitz, CFP® Victoria Williamson New Members Brendan Beckham, Panoramix

Join the Professional Issue’s CyberSecurity Working Group this January

Learn About Issues Like Evaluating Third Party Vendor Cybersecurity The Professional Issues Committee is starting a Cybersecurity Working group to help FPA members who need assistance fully grasping cybersecurity compliance regulations. These new regulations can be challenge for many smaller

FPA of MN Golf/Bocce Ball event allows Charity Partner buy new medical equipment

Homeward Bound was able to purchase two incredible machines due to the wonderful Golf and Bocce Ball sponsors, FPA of MN golfers & bocce Ball players and their quests and FPA of MN members who donated and purchased raffle tickets.

Refer New Members. Lower Your Dues. Help Grow FPA.

Through FPA’s Member-Get-a-Member Program , your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save. Visit the FPA website now to learn

Journal in the Round: Succession Planning and Knowing What Your Practice Is Worth

In this month’s Journal in the Round, Ryan Grau, cover story contributor to the November issue of the Journal of Financial Planning, discusses his “valuation mantra” and the insights on value and valuation that all financial planners need to know.

Subscribe to the “You’re A Financial Planner, Now What?” Podcast

Whether you’re new to financial planning or a practitioner with decades of experience, the changing nature of the profession ensures there’s always more to learn. The “You’re A Financial Planner, Now What?” podcast, hosted by FPA member Hannah Moore, CFP®,