chapter events

Chapter Meeting & Ethics
April 18

Golden Valley Country ClubP u r c h a s e
W e b i n a r
Joint Meeting with Exit Planning Institute
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

social events

First Year Member Networking Social
April 27

Pinstripes Bistro-Bowling-Bocce in Edina
FPA MN First Year Member Networking Social – 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!

2017 Symposium

October 16-17

Minneapolis Convention Center
Mark your calendar now for 2017.  The Symposium Committee is securing some fantastic keynote speakers and breakouts for both Monday and Tuesday.  The Symposium will include three hours of ethics, cutting edge information, plus practice management and NexGen topics.  This two-day event will offer up to to 14 hours of continuing education to satisfy CFP, NASBA, CIMA, MN & WI insurance and CLE. Watch for details and registration information in early 2017.