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News from FPA of Minnesota
August 3, 2021
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MN Financial Planning Days is returning this fall! Sign up to volunteer.
Oct. 4-8 (virtual) and Oct. 9 (in-person) from 10 a.m.-1 p.m.
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Are you a CFP® professional who wants to use your time and expertise to give back to Minnesotans in need? Our chapter is looking for volunteers to host and shadow one-on-one pro bono consultations with the public during MN Financial Planning Days Oct. 4-9, 2021.
We will offer virtual one-on-one sessions with the public using Zoom Oct. 4-8, with in-person sessions at the Wilder Center in Saint Paul the morning of Saturday, Oct. 9. Financial education workshops will also be offered, and students and career changers will also have the opportunity to be paired with CFP® volunteers to shadow consultations throughout the week.
Reach out to FPA MN Volunteer Coordinator Ca meron DeKruif at volunteers@fpamn.org with questions or to request additional information and get involved!
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Summer gathering: Join us on Aug. 17
Tuesday, Aug. 17, from 4-6 p.m.
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We're starting monthly in-person networking socials starting this month! Join us for our August social at Bauhaus Brew Labs in Northeast, Minneapolis.
We plan to meet at the outdoor seating area to enjoy the summer weather, good beer and seeing each other in person.
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ASCEND Conference: Register by Aug. 15 and save
Monday-Wednesday, Oct. 25-27, 2021
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Our chapter’s signature event, the ASCEND Conference (formerly known as the FPA of Minnesota Symposium), is returning this October.
This popular event is known across the country for providing incredible value, meaningful content and insightful speakers. We hope you'll join us!
Exciting things about the event include:
- This year's conference will be primarily virtual, making it accessible for people across Minnesota to join.
- We will host two in-person social events in the Twin Cities for attendees.
- The conference being primarily virtual means we can invite even more high profile speakers - like Mitch Anthony, author of “The New Retirementality." View the full agenda here.
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ASCEND Conference speaker spotlight: Michelle Dagnino
Monday-Wednesday, Oct. 25-27, 2021
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Michelle is one of Canada's best-known Millennial engagement experts. During the ASCEND Conference, she'll provide the opening keynote on how to engage with clients and colleagues across generations. Her presentation will look at the seminal research done on generational habits and behavior, with a particular focus on impacts for the financial planning industry.
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Mark your calendar: NexGen Virtual Casual Coffee Social is Aug. 25
Wednesday, Aug. 25, from 8-9 a.m.
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Sit back, relax, pour yourself a cup of coffee and hop online. This month’s NexGen Virtual Casual Coffee Social will be conducted via Zoom. We're alternating between in-person and virtual coffee socials throughout the year, so everyone has a chance to participate in their preferred style.
Email Jessica Hawthorne at office@fpamn.org to register for this event. Cost is free. |
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Member shoutout: Lauri Salverda |
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This month we'd like to celebrate a FPA MN member who has been a part of our community for more than two decades: Lauri Salverda.
Lauri is a principal at Castle Rock Financial Planning and has been involved with FPA MN for more than 20 years. She served as President and Chair from 2011-2012. She has also been a long-term member of the Pro-Bono Committee, where she enjoyed living out her philanthropic values. Two of her main volunteer activities continue to be Best Prep classroom education and providing free financial planning to families of fallen officers through the Minnesota Law Enforcement Memorial Association.
"The main reason I'm part of the FPA MN is that it makes me a better advisor," said Lauri. "FPA provides me opportunities for professional development, colleagues to turn to for advice and new ideas, and resources. Through this chapter I have joined a study group, the Goddesses of Financial Planning, which has provided me with incredible resources to discuss client scenarios, technology reviews, compliance - and great friends."
Thank you, Lauri, for your dedication to our chapter and our local financial planning community!
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Save the date for upcoming events |
Mark your calendar for these virtual events on the horizon!
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