Archives

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®,

Enrich your career with a Financial Planners Journey to Australia in 2018

Financial planning is a global profession, so take time in 2018 to join an adventure of a lifetime to Australia to explore how financial planning is delivered…Down Under style. From Aug. 23 to Sept. 1, 2018, you can join Dan

Students and Career Changers – Apply for the Montgomery Scholarship – Deadline is 12/31

Two $1,000 scholarships will be awarded to students pursuing their CERTIFIED FINANCIAL PLANNER™ certification who are admitted to a program administered by an accredited college or university registered with the Certified Financial Planner Board of Standards, Inc. We hope the

Calendar Alert! 20 Birthdays and Milestones That Matter Most in Your Financial Life

Just like certain birthdays and life milestones carry extra personal significance, there are certain points in life that carry extra financial weight. Starting in the late teens and running through virtually every decade thereafter, the calendar of your life is

An Investor’s Guide to Transitioning Your Money — and Your Mindset — to Retirement

The transition to retirement after years in the workplace, as welcome as it may be, can also be jolting and even downright daunting, for all the changes it brings to a person’s day-to-day lifestyle, to their state-of-mind and to the


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