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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:

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®

Prepare for
Life EventsMinnesota
Resource List

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.

Group Setting

Group Setting

Resources for Kids to Seniors

Resources for Kids to Seniors

Classroom Setting

Classroom Setting