Activities and Projects – Pro Bono Committee

Submitted by San Asato, CFP® - Director, Pro Bono Committee There are numerous upcoming volunteer opportunities with BestPrep and community-based organizations. If you are interested in participating, contact Jason Kley, jason@carlsoncap.com, 952-230-6705. Last year, Minnesota National Guard had the unfortunate…

Mark your calendars! Saturday, October 28 is the 8th annual Twin Cities Financial Planning Day. This is our signature public event, where our members provide free, private consultations and workshops for the public. The event, which typically draws about 200…

Who do you turn to when you need help?  A family member, your spouse, a trusted friend or mentor?  What would you do if they weren’t available or able to help? For too many of our neighbors, finding the help…