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Coming soon: Journal in the Round podcast special on millennials

September’s Journal in the Round, “Next Generation of Planners Shifting the Paradigm,” is a special event hosted by Hannah Moore on her weekly podcast, “You’re a Financial Planner, Now What?” In this episode, Hannah visits with Journal contributors Yusuf Abugideiri

FPA to focus efforts on serving the needs of next generation financial planners

FPA is proud to be the home for financial planning students, young professionals and career changers who are looking to make financial planning their vocation. While several initiatives are in early development with the FPA NexGen community, we have announced

The SEC Is Getting Serious About Cybersecurity And So Is The Professional Issues Committee!

In August, the SEC Office of Compliance Inspections and Examinations (OCIE) released a risk alert titled Observations From Cybersecurity Examinations.  This alert reviewed the OCIE’s findings from examinations of 75 firms that focused on their cybersecurity preparedness.  The firms examined

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

FPA Pro Bono at Minnesota National Guard’s Power of One Fun Run and Walk

Submitted by San Asato, CFP® – Director, Pro Bono Committee There are numerous upcoming volunteer opportunities with BestPrep and community-based organizations. If you are interested in participating, contact Jason Kley, jason@carlsoncap.com, 952-230-6705. Last year, Minnesota National Guard had the unfortunate

Financial Planning Keys for Each Decade of Adulthood: 20s, 30s, 40s, 50s, 60s, & 70+

Needs, priorities, aspirations and personal circumstances change over time. But one of the constants amid all this flux, regardless of a person’s age or stage of life, is money — ensuring they have the financial means to get where they

Nine Key Sources of Retirement Income—and How to Manage Them Efficiently

Year after year, in survey after survey, the biggest fear people report having about retirement has to do with either running out of money or falling short of income once work — and the paycheck that accompanies it — stops.

FPA of MN’s Michael Branham, CFP® to receive the 2017 Heart of Financial Planning Award

Michael Branham, CFP® (FPA of Minnesota) was nominated for his ongoing commitment to the future of financial planning and helping to advance aspiring CFP® professionals into the profession. Branham is a Senior Financial Planner at The Planning Center servicing both

New or Renewing FPA Member Institutional discount codes

FPA offers a 15% discount on additional individual memberships for all Institutional partners. Use the NEW Institutional discount codes when renewing membership for instant savings! Promotional codes can be used online at www.onefpa.org or by calling 1-800-322-4237. Company Member Promo

Student/Career Changer: “Shadow” a CFP® at Financial Planning Day

Do you know a college student or career changer interested in pursuing a career in financial planning? Come find out how financial planners communicate with clients!  The Career Development Committee and FPA of Minnesota are offering an invitation to attend


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