Golden Valley Country ClubP u r c h a s e
W e b i n a r
followed by special Code of ETHICS
HR 1: The Psychology of Owner Exits with Presenter Kalli Matsuhashi, MA, LP:
This session will address the psychological barriers that arise when business owners are preparing to exit, whether through a sale of the business or a transition to the next generation. Advisors will be encouraged to consider these barriers from the viewpoint of their business-owner clients as well as their own position as a business owner. Issues of transitioning to the next generation and how to effectively manage conflict will also be discussed.
HR 2: Exit Planning - A Guide to the Process with Presenter Dyanne Ross-Hanson CLU, CFP® ChFC CEPA:
Transitioning a business is generally the most significant financial event in a business owner’s life, and the reality is that less than one in four has developed a purposeful plan. While there are numerous reasons cited, one prominent one is that owners simply don’t know where to start. This program will help educate owners (and their advisors) on a proven process to develop a written Exit Plan and highlight common mistakes to avoid.
Special CODE OF ETHICS - Ethical Challenges with presenter Dan Candura 2017:
Ethical Challenges 2017 uses animated videos and interactive audience polling to keep the audience involved and learning. Attendees participate in an informative and engaging session that teaches the six learning objectives required by CFP Board for ethics training in 2017 through the use of case studies involving the ethical challenges faced by five CFP® professionals.
Thanks to our April Host & Platinum Partner:
Mairs & Power Funds
Pinstripes Bistro-Bowling-Bocce in Edina
Did you join the FPA of Minnesota in the last year? Then we want YOU to JOIN US! As a newer member, we hope you will join us for this special event at Pinstripes Bistro-Bowling-Bocce, Edina. There will be delicious hors d’oeuvres and beverages served, as well as interesting conversations. It will also provide an opportunity for new members to meet board members, officers and past presidents, who will be eager to welcome you to FPA of MN. And last, yet never least, it allows the FPA of MN to say thank you for joining!
Minneapolis Convention Center