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Pro Bono Outreach

How Can a Financial Planner Help? Financial planning involves all kinds of everyday money matters, such as designing a household spending plan, managing credit card bills, choosing insurance policies or refinancing a mortgage. It means setting and reaching goals, now

Pro Bono Committee More Info

committees Pro Bono Committee Join Us! PRO BONO COMMITTEE – YEAR 2020 Director: Bruce Lorenz Committee Members: San Asato, Steve Gilbertson, Melanie Hardie, Tom Knutson and Tiffany Walker Shout out for new committee members THREE MAIN STRATEGIES Develop & Maintain

Call For Volunteers: Twin Cities Financial Planning Day

The fifth annual Twin Cities Financial Planning Day will be here before we know it, and we need your help! The event will take place on Saturday, October 25th   from 10:00 A.M. to 2:00 P.M. at the Wilder Center in

Virtual Financial Planning Days – October 5-10

Virtual Financial Planning Days October 5-10 Zoom StarTribune – Financial Planning Day in Minnesota goes virtual; free consultations offered – John Ewoldt, Oct. 1, 2020 Personal financial planning is essential, regardless of age or income, and it is vital to

FPA of MN Newsletter – January 2017

Back to Archive President’s Message – January 2017 Greetings and welcome to 2017! As the 2017 President of FPA of Minnesota I am energized by new ideas our chapter has in store for the year ahead. After planning sessions at

President’s Message – August, 2015

Greetings to all, For this month’s newsletter, I wanted to take the opportunity to revisit a key theme for FPA of MN leadership for 2015: Making sure we are empowering FPA members to serve people of all income levels. As

FPA of MN Newsletter – August 2015

Back to Archive President’s Message – August, 2015 Greetings to all, For this month’s newsletter, I wanted to take the opportunity to revisit a key theme for FPA of MN leadership for 2015: Making sure we are empowering FPA members

Foundation for Financial Planning

The Mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities. The

Committees

committees Choose from the committee buttons below for more information. FPA of MN Organizational Manual FPA of MN Job Descriptions Executive Committee We are here to serve our FPA of MN community by personally embracing the primary aim and core

Frequently Asked Questions

common questions Q: How can I find a financial planner in a specific area? A: Click here to find the right financial planner for you. Q: How can I request a speaker for an upcoming event? A: Click here for