Financial Professionals

Chapter events

Chapter meeting
February 18

Golden Valley Country Club
7:30 - 10:00 am
Presenter: Terry Fitzgerald, PhD

HR 1 - The Economic Outlook and Monetary Policy
This presentation will include prepared thoughts by the Vice President of Research of the Federal Reserve Bank of Minneapolis, Mr. Terry Fitzgerald. The program will open to questions from the audience about the fed’s history and role, current economic conditions, economic forecast, and current state of monetary policy.

9:00 - 10:00 am
Presenter: Frank Douma

HR 2 - Minnesota’s Transportation Future: How New Technologies and other Innovations will Affect Competitiveness
Minnesota's transportation infrastructure, while always critical for supporting a vibrant economy, will soon change in ways that were barely imagined, let alone implemented, in recent memory. While safety and reliability should remain the cornerstones of the system, the methods of achieving these goals will be quite different. Mr. Douma will discuss several recent studies that show how new methods of analysis and technological innovations are driving this change, and the implications of these changes for Minnesota's economy. Some of the most obvious changes will be in how freight is delivered, but other impacts include how the infrastructure is paid for, and who uses it. In the latter category, Douma will introduce key opportunities in workforce and equity consideration as well.

RSVP by February 14, 2020

10:15 - 11:15 am

Pro Bono Workshop: Learn about Financial Cancer Care
Immediately following the February chapter meeting, the Financial Planning Association of Minnesota (FPA MN) invites all members to join us for a special pro bono workshop where you’ll learn about Financial Cancer Care, an important new pro bono initiative in collaboration with the Angel Foundation and the Foundation for Financial Planning. The Financial Cancer Care program is an innovative and impactful program that will provide cancer patients and their caregivers with financial planning and education to help mitigate the financial risks associated with treatment, allowing them to focus on getting well.

If you are a Certified Financial Planner (CFP®) professional, we invite you to learn about the most common challenges faced by cancer patients and their families, and how you can use your time and expertise to help. Staff from the Angel Foundation and experienced pro bono volunteers will provide helpful tips and resources to help planners engage with fellow Minnesotans in need as they create a path toward financial stability during an uncertain time.

Select this Optional Item during your registration.

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