Northland Country Club
7:30 - 9:00 am
The Financial Planning Association of Minnesota brings together those who champion the financial planning process with a shared vision. FPA is your community with extraordinary benefits. A few of the members of the Board of Directors will provide an update on some opportunities to get involved as well as to seek your feedback on FPA programming for Duluth area members.
A light breakfast will be provided. We look forward to hearing from you!
Register soon as space is limited!
RSVP by noon on October 19, 2018
10:00 am - 2:00 pm
The Financial Planning Association of Minnesota and City of Saint Paul invite you to attend the 9th annual Twin Cities Financial Planning Day! This free event gives you the opportunity to attend financial workshops and meet one-on-one with Certified Financial Planner™ professionals to discuss your personal finance questions, concerns and interests. In addition, this year’s event will kick off with a first-of-its-kind panel discussion featuring the financial success stories of everyday Minnesotans.
Don’t miss this opportunity for a free, private consultation with experts on a wide variety of personal finance issues, including debt management, retirement planning, investment strategies, income taxes, insurance, and estate planning, among many others!
And best of all, there are no strings attached! Financial planners volunteer their time and do not pass out business cards or tout products or services. They meet with one individual or couple at a time, and there is no limit to the number of volunteer financial experts you can meet with.
In addition to one-on-one consultations, there will be a series of informative classroom workshops presented by top financial planners on a wide range of financial topics. Stay for as little or as long as you’d like.
1st Year Member
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 morning networking event. There will be a plated breakfast and beverages served, as well as interesting conversations. It will also provide an opportunity for you 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!
A light breakfast will be provided.
RSVP by October 29, 2018
Golden Valley Country Club
7:30 - 10:00 am
Presenter: Richard Leider - Speaker, Author, Coach
Founder, Inventure – The Purpose Company
Based on Richard’s bestselling book, The Power of Purpose, this presentation provides YOUR PURPOSE CHECKUP. Money, medicine, and meaning are all essential to a healthy life. Most of us advocate doing regular financial and physical checkups. So, we might be wise to also do regular purpose checkups. Science can now explain that purpose is not a luxury. It is, in fact, fundamental to health, healing, happiness, longevity, and productivity. This presentation will help you discover how to renew your “gifts, passions, and values” and bring them to work every day. It will help you to discover the power of purpose and share simple practices to live it and help your clients and colleagues do the same.