Chapter events

Chapter meeting
November 20

Golden Valley Country Club
The Power of Purpose and Your Purpose Checkup
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.

Chapter events

Chapter meeting
December 18

Golden Valley Country Club
Special Allied Professional Event - Augmented Advisor: How Technology Amplifies the Significance of Financial Advice
2:30 -5:00 pm
followed by Networking Social, 5:00 - 6:30 pm

Presenter: Bill Winterberg, CFP®
Founder, FPPad

Startups have raised hundreds of millions of dollars under the premise of deploying algorithms and artificial intelligence to disintermediate human financial advisors. But instead of disintermediating advisors, startups have pivoted to cater to the unique needs of the human advisor and their clients. In this provocative session, you will learn ways to use your current technology to enhance the advice you provide and be exposed to innovations on the horizon that have the potential to amplify your relationships with clients and prospects.

RSVP by December 14, 2018