Golden Valley Country Club
7:30 am - 10:00 am
Bob Veres - Editor and Publisher, Inside Information
The financial planning profession has entered a period of hyper-rapid evolution, which has increased the chances of getting left behind and fading into irrelevance as the profession adopts new services, new value propositions, new types of clients and new tech opportunities. Here's your guide to maintaining your relevance in a changing profession.
HR2: The Six Dimensions of Client Service
How many time have you been told that you need to offer great client service? Here's how to define it, measure it, and improve your service capabilities systematically.
Thanks to our April Host & Platinum Partner:
Mairs & Power Funds
CFP® Ethics - New Standards for a Fiduciary World: Understanding CFP Board’s Revisions
10:15 am - 12:15 pm
Dan Candura, CFP® - Candura Group, LLC
Qualifies for 2 hours of Ethics: CFP, CIMA, NASBA and 1.75 hours of Standard CLE
No MN insurance credits for this session.
Ethics training that exceeds expectations. New Standards for a Fiduciary World continues the engaging presentations that audiences expect from Candura Group. We use polls, videos and case studies to keep everyone involved and learning. Attendees participate in an informative and engaging session that teaches the learning objectives required by CFP Board for ethics training.
RSVP by April 19, 2019
Pinstripes Bistro-Bowling-Bocce, Edina
5:00 - 7:30 pm
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 special event at Pinstripes Bistro-Bowling-Bocce in Edina. There will be delicious hors d’oeuvres and beverages served, as well as interesting conversations. It will also provide an opportunity for new members 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!
RSVP by April 28, 2019
Golden Valley Country Club
2:30 pm - 5:00 pm with networking social until 6:30 pm
Cozy Wittman - Education and Partnerships Manager, College Inside Track
This course is designed to help financial advisors understand how to help clients create a family philosophy and strategy around paying for college. This session will educate advisors about why college is so much harder for families to pay for, different philosophies families can take and the pros and cons to each, how to determine who has skin in the game and what does that look like, how to strategically use the federal student loan program and how to tier loans for families based on interest rates and available money. The seminar wraps up with 3 case studies where advisors can apply the new knowledge.
Thanks to our May Host & Platinum Partner:
Miles Franklin Precious Metals
RSVP by May 17, 2019
University Club of St. Paul
Noon - 7:00 pm
Join us for the first local FPA of MN Gathering! Nestled in America’s most complete Victorian era neighborhood, the FPA MN NexGen group will be hosting a local afternoon gathering at the historic University Club of Saint Paul mansion for participants to build their network and connect with peers. Featured speakers and breakout sessions will bring pressing industry topics and questions to the table, finding out what’s worked and what hasn’t from planners of all experience levels and helping you grow as a professional. Lunch will be provided and reception event will follow, so come out to network, learn and bounce off ideas, and make lasting contacts in the Twin Cities’ financial community!
FPA of MN members AND non-member students who are aspiring or early-career CFP® professionals are encouraged to attend.
RSVP by May 28, 2019