Sonja Eayrs and Kim Ruckdaschel-Haley

Melissa Glennie, Jim Lund, and Bill Wixon.
Legal double feature
Register for the June 19 chapter meeting today!
Legal, compliance and financial planning often go hand-in-hand. That’s why we’re diving into these topics during our next chapter meeting, 7:30-10 a.m. on Tuesday, June 19.

Hour 1: Served with a Subpoena, Now What?
In the first hour, we’ll hear from Sonja Eayrs of Barnes & Thornburg LLP and Kim Ruckdaschel-Haley of Ballard Spahr LLP about the steps to take if you’re served with a subpoena.

Hour 2: Compliance Panel Discussion
In the second hour, Professional Committee Chair Brian Edstrom will lead a discussion on compliance featuring three panelists who survived a state and federal audit: Melissa Glennie of Capital Management Associates, Jim Lund of NorthRock Partners,and Bill Wixon of Wixon Advisors.

Optional session: Helping clients manage student loans
Immediately following the June 19 meeting, we invite you to stick around for a one-hour pro bono workshop at 10:15 a.m. led by presenter Melanie Hardie. This workshop will walk you through ways to help clients understand the ins and outs of student loans and how they can best be managed.

Click here to learn more and register for both events. RSVP by 5 p.m. on June 15 to avoid a last minute registration fee.
FPA supported bill signed into law
Governor Mark Dayton recently signed the Safe Senior Financial Protection Act, a bill supported by FPA of MN that seeks to prevent the financial exploitation of seniors and vulnerable adults.

The bill received widespread bipartisan support and allows financial advisors to take action if they have reasonable belief that exploitation is occurring. Click here to learn more.
Registration now open for July meeting
Join us on Tuesday, July 17, to hear presenter Bob Keebler of Keebler & Associates dive into the 2017 tax reform bill and how it will affect clients.

Registration is now open. Click here to save your spot.
Bob Keebler
Show your FPA pride!
Proud to be a part of the FPA? You can now show it by using our new email signature banners! 

To use, download the vertical banner or horizontal banner and insert as a signature in your email system. 
Join our NexGen Committee
Be a part of our NexGen Committee and help create development and networking opportunities for FPA of MN members ages 36 and younger. As a member, you'll help develop educational events that bring the entire FPA of MN community together and strengthen the chapter as a whole.

For more information, reach out to the committee director Ingrid Strauss at
Committee member Mark Brice talks about NexGen.
Platinum Partner Spotlight: June 2018
ATA RiskStation TM provides advisors, broker dealers, and wealth managers with the ability to monitor risks through a structured, automated daily process. Our Global Risk Utility SM delivers customized, comprehensive and intuitive daily risk analytics. ATA RiskStation TM helps you provide your clients with a more complete risk picture, enhancing your value as a financial advisor. Helping clients stay on plan is particularly important as the market continues to reach new highs. Download our white paper to learn more .

Contact ATA RiskStation TM for your free trial and see how you can incentivize clients to consolidate assets with you and win new business. 
Symposium Speaker Spotlight: Erin Botsford
Leading up to our 2018 Symposium this fall, we highlight one speaker each month
Join us at this year's Symposium to hear from Erin Botsford , a Barron's Top 100 Advisor, on her five keys to building a growing financial services firm.

For the first seven years of her business, Erin struggled and never took a day off. Then she met "Paul," who had grown his business from $300,000 to $3 million in just three years and no longer met with clients. Erin spent the day shadowing him, and what she learned enabled her to substantially grow her business to do more than $3 million in production in just a few years.

In this session, she'll dive into her five steps to transform traditional "sales people" into "business owners" who build companies that grow and run without the day-to-day involvement of the owner.

The 2018 Symposium is October 8-9. Early bird pricing is available through July 31. Click here to learn more and register .
FPA of Minnesota | 763.781.1212 |