Opportunities and Benefits for Minnesota Members

President’s Message -

As we look ahead to a new year, we also take the time to look back at the accomplishments of our members and our organization in the past year. There are many things to be proud of and we proved that together we can make a difference.

On a national level, the Financial Planning Association continued to be the voice of our profession and ultimately the public.

In Minnesota, our vibrant membership set the bar even higher with their volunteerism in the chapter and in the community. The Minnesota chapter was recognized by FPA National with a “Gold’ award for the seventh consecutive year. We truly are the heart of financial planning!

As we enter the new year, we are excited about building on these accomplishments and continue to move the bar higher. We will continue to focus on the needs of our members, and encourage them to get the most out of this chapter by being active. There are committees, practice groups or many volunteer opportunities to take part in. The chapter is alive and growing, but we also know there are more individuals that could benefit from what FPA membership has to offer. As we increase our presence, locally and nationally, we strengthen our voice to the public and would hope that members will refer their colleagues to be a part of this voice.

This year promises to be another step forward in advancing the profession of financial planning. Together we can make this a leap forward.

Shawn Jacobson, CFP® ChFC MBA President of the Financial Planning Association of Minnesota