B ill Winterberg, CFP®  
December meeting: Finance meets tech 
Join us Tuesday, December 18, at 2:30 p.m. 
Without a doubt, technology makes a major impact on our industry. Startups have raised hundreds of millions of dollars under the premise of using algorithms and artificial intelligence to replace human financial advisors. But that hasn’t caught on. Instead, these startups have pivoted to aid advisors in their work.

Our December meeting will dive into this topic with the help of Bill Winterberg, CFP®. Bill is the founder of FPPad, a technology publication and business consulting firm for financial services organizations. InvestmentNews recognized Bill as a 40 Under 40 Honoree for his influence in the industry, and he often provides technology commentary for the Journal of Financial Planning.

During his provocative session, you’ll learn how you can leverage current technology to provide even better advice to your clients. You’ll also get a sneak peek at innovative technology on the horizon and how it will affect our industry and businesses.

Click here to learn more and register for the event. RSVP by 5 p.m. on December 14 to avoid a last-minute registration fee.
An award-winning newsletter!
We are proud to announce that our chapter recently received an Outstanding Achievement award from FPA national! FPA of MN was recognized for its innovations in public awareness – including revamping our e-newsletter earlier this year. 

Thanks to everyone who helps make strong communications a priority for our chapter!
FPA members celebrate 10+ years
Our chapter is fortunate to have many longstanding members, and we were proud to celebrate them last month with a special wine tasting event in Minneapolis!

Recognizing FPA volunteers
Each year, dozens of FPA of MN members volunteer their time to serve on committees, participate in Advocacy Day, help at Financial Planning Day, and so much more. As a special thank you, our chapter hosted its annual volunteer appreciation event last week at Punch Bowl Social in St. Louis Park.

Volunteers make our organization possible. Thank you to everyone who volunteered with us this year!
Platinum Partner Spotlight: December 2018
For 29 years the staff at Miles Franklin has delivered excellence in many ways – knowledge, relationships, product offers, and customer service. They understand the macro/micro economics and geo–political advantages to investing in precious metals to protect your wealth.

The team at Miles Franklin build life-long relationships because they custom-tailor solutions for investing in precious metals to meet each individual’s needs and circumstances. Our brokers have or can  acquire  most any type of precious metal from anywhere in the world. Each and every order is managed and monitored from start to finish. We are licensed, bonded, and carry an A+ BBB rating.
FPA of Minnesota | 763.781.1212 | fpamn.org