Golden Valley Country ClubP u r c h a s e
W e b i n a r
7:30 am - 10:00 am
Hear former wealth advisor Mike Ricci share the truths he uncovered as he journeyed from asset management and financial planning to philanthropy and foundation work. You will learn how to identify the philanthropic clues of your clients and ask good questions to facilitate philanthropic discussion into your practice. You will better understand the tools available in the charitable toolbox and see how philanthropy can enhance your practice, enrich client relationships, and ultimately, bring about a better world.
Hr 2: Unlocking the Power of Philanthropy for Your Clients with presenters Sheryl Morrison, Tom Wesely & Gregory Carlson
This session will teach attendees how to raise the idea of philanthropy with their clients and help them identify philanthropic opportunities and strategies for their clients. This session will cover a number of charitable giving strategies, including outright gifts, bequests, charitable remainder trusts and charitable gift annuities. Attendees will learn to identify when those strategies can be appropriate and which donors might consider those types of gifts.
Thanks to our September Host & Platinum Partner:
Sit Mutual Funds
Rojo Mexican Grill-West End
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 Rojo Mexican Grill - The Rojo Room, West End, St Louis Park. 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!
Centennial Lakes - Edina, MN
Let’s Get Personal (About Philanthropy)
with Presenters William Sternberg and Robyn Schein
Centennial Lakes Park in Edina
FPA of MN NexGen will be hosting a networking event on Wednesday, June 28th at Summit Brewing Company in Saint Paul from 5 – 7 PM.
FPA of MN K'Nex event facilitated by NexGen, sponsored by Vanguard Financial Advisor Services - Open to Everyone
Let’s Get Personal (About Philanthropy) with Presenters William Sternberg and Robyn Schein
Midland Hills in Roseville
Don’t miss the 18th Annual Golf Tournament. Plan to take a break to enjoy a day of golf at Midland Hills Golf Club in Roseville on Monday, August 7th.
This first-class tournament brings the Board Room outdoors so you can network with other financial and business professionals from around the state of Minnesota. The unique Scramble format opens the tournament up to golfers of all abilities.
For all of the non-golfers out there, we hope you will participate in the Bocce Ball tournament!