Financial Professionals

Chapter events

Chapter Meeting
September 18

Golden Valley Country Club
Double Feature - Eldercare Justice
Joint Meeting with Minnesota Planned Giving Council
7:30 am - 10:00 am


Hr 1: Stewarding Donors with Dementia

Presenters: Dr. Jolene Hyppa Martin and Robert Hofmann, MA, CFRE

Do you believe you know the warning signs of dementia? Do you know how to effectively communicate with a faithful donor (clients) in a meaningful and ethical way? Too many of our aging donors are experiencing diminished mental capacities – especially the disease of dementia. This session will provide a background of why research among Professional Fundraisers (PF) is resulting in a need for training. The resulting training will empower professionals to work with these donors by recognizing the signs of dementia and implementing communication strategies to steward faithful donors in meaningful and ethical ways.

Hr 2: Family Secrets and Stranger Scams: Preventing and Responding to Financial Exploitation
Presenter: Marit Peterson, J.D.

Financial service providers have particular insight when it comes to financial exploitation; especially as it manifests for their clients. Financial professionals are at the front lines of the fight against fraud and theft. This presentation will discuss warning signs of financial exploitation and what a financial planner can do if she or he suspects a client is being victimized. We'll take a look at some definitions and statistics related to financial exploitation, explore some case studies that illustrate the challenges we face in responding to these crimes, and talk about resources available to all of us in the fight against fraud, theft and other forms of financial exploitation.

Thanks to our September Host & Platinum Partner:
Sit Mutual Funds


Pro Bono Workshop: Pro Bono Boot Camp
10:15 - 11:15 am

Immediately following the September chapter meeting, Pro Bono Committee will host an interactive workshop outlining the fundamentals of pro bono financial planning engagements for CFP® practitioners. Whether you are a seasoned pro bono volunteer, or are interested in giving back but aren't sure where to start, this event is for you!

Pro Bono Commitee members will facilitate small group discussions and provide helpful information about the structure and content of pro bono engagements. If you are planning to volunteer for one-on-one consultations at Twin Cities Financial Planning Day, this is a session you won't want to miss! Select this optional item during your registration. This workshop is approved for 1-hour CFP CE credit.

PLEASE NOTE: This is a required training for planners participating in one-on-one sessions at Financial Planning Day October 27th, 2018.

Select this Optional Item during your registration.

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