Megan Olson, CFP®
2019 President
A message from our 2019 President 
Happy New Year and welcome to 2019!

With another year in the books, we celebrate the successes of 2018 in our personal and professional lives and plan for the next year. The Financial Planning Association of Minnesota has much to look forward to in 2019. Through our strategic planning, we have identified the following areas of focus for 2019: increasing diversity, reaching more members across Minnesota, connecting members that share similar interests, and continuing to improve communication with our members. Together, we will work to move these initiatives forward and I appreciate your participation.

Our Minnesota Chapter has an exciting event to look forward to in October – the FPA Annual Conference will be in Minneapolis October 16-18, replacing our local Symposium event for one year. This is a great opportunity to welcome financial planners from across the country and around the world for education and networking. Stay tuned to the newsletter and website for more details and to register for the 2019 Annual Conference. You won’t want to miss it!

Whether you participate on the board of directors, one of our committees or task forces, are a partner of FPA, pro bono volunteer, or engage in another way, thank you for the time you put into FPA. The association’s primary aim is to elevate the profession that transforms lives through the power of financial planning, and each of you contribute to elevating our profession through your engagement and involvement. I look forward to working with each of you this year!
January chapter meeting: Back-to-back sessions with Gail MarksJarvis
Tuesday, January 15, from 7:30-10 a.m.
We’re ringing in 2019 with two fantastic sessions featuring Reuters’ award-winn ing finance columnist, Gail MarksJarvis .

Cerulli Associates recently found that half of people with financial advisors are not sure they should trust their advisor. During hour one, MarksJarvis will relate the concerns that often come up and share how advisors can respond more effectively to clients.
It's no secret that the cost of college is rising. But many clients make college choices that aren't in their best interest, and some financial planners steer clients to colleges that are not as affordable as they seem. During this session, MarksJarvis will share cost-saving possibilities, tips to avoid tax-planning mistakes, and ways to steer clients to make better decisions.

Click here to learn more and register for the event . RSVP by 5 p.m. on January 11 to avoid a last-minute registration fee.
Gail MarksJarvis
Volunteer Spotlight: Meet Preeti Sam
Hello, FPA!

I'm Preeti Sam, a private banker in Private Wealth Management at US Bank. I work with high net worth clients and provide customized strategies for their personal and business lending and deposit needs.

I joined the FPA MN because of how involved this chapter is with the community and the wide variety of educational and pro bono events and services it provides. As the volunteer director, I connect the FPA volunteers with new and interesting volunteer opportunities.

Volunteering is important to me, because it’s my way of using my skills and resources to give back to those in need in our community. 

If you are looking for volunteer opportunities with FPA, please send me an email to learn more. I look forward to working with you in 2019!
Preeti Sam, CFP®
Kick off the new year with these social events
January 23 from 7:30-9 a.m.

FPA members 36 and younger: You’ve invited to an informal coffee meet-up in Minneapolis on the morning of January 23. Meet fellow FPA NexGen members over a cup of coffee – no registration required. Click here to learn more.
January 29 from 5-7:30 p.m.

Did you join FPA in the last year? We want to celebrate you! Join us on January 29 for drinks, food, and great conversation with FPA board members, officers, and past presidents. Click here to learn more and RSVP.
Platinum Partner Spotlight: January 2019
At  Riverbridge , we believe what is true endures – in investments, people and companies. 

Our philosophy is rooted in the belief that earnings power determines the value of a franchise. We focus on companies that are building their earnings power and intrinsic value over long periods of time. By utilizing a repeatable investment strategy that bridges human insight and data analysis, we identify the building blocks of enduring companies—and invest in businesses with lasting competitive advantages that are positioned for long-term growth.
Join us for the chapter meeting on January 15 as we share more about our offering and perspective on the importance of a long-term investment strategy
Contribute to the newsletter
If you have a content idea or story you’d like us to consider for an upcoming newsletter, please send it to 2019 PR Committee Chair Ryan Antkowiak.
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