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News from
FPA
of Minnesota
May 7, 2019
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May chapter meeting: Strategies to pay for college
Tuesday, May 21, at 2:30 p.m.
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As another school year wraps up and summer vacation approaches, many families are preparing to visit colleges. Finding the right college is one thing – paying for that college is a whole other challenge. How can we best help our clients navigate the process?
In this month’s
chapter meeting,
Cozy Wittman of
Inside College Track will discuss the latest strategies to pay for college and innovative, strategic uses of student loans. In addition to these tactics, Wittman will share three case studies where attendees can apply their new knowledge.
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Our first-ever NexGen Gathering
Thursday, May 30, at noon
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We’re excited to announce that we are hosting our first-ever local
NexGen Gathering!
Join us later this month at the
University Club in Saint Paul for an afternoon where you can learn, share ideas and make lasting contacts in the Twin Cities’ financial community. The event will include presentations and breakout sessions about current industry topics, as well as lunch and an evening reception.
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Want another opportunity to connect with peers? Attend our NexGen Casual Coffee Social in Minneapolis on May 22.
Click here for more details.
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Following the April 16 announcement, a 45-day comment period started and will run through May 30 – this is your chance to review the second iteration and voice your comments and questions. Resources to help in understanding the second iteration are available on the
OneFPA Network
site, including a
summary of the second iteration
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Watch for email invitations to webinars and additional information. Comments can be submitted to
[email protected]
, posted on FPA Connect or brought to our local chapter leaders.
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Pro Bono Spotlight: Nicole Boor
In this new recurring spotlight, volunteers with the FPA of MN Pro Bono Committee share the work they are doing in the community. This month, Nicole Boor, CFP®, of Accredited Investors, describes her volunteer experience with a local nonprofit.
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As a CFP® professional in the early stages of my career, I first became interested in pro bono work because it gave me the opportunity to take the lead on client engagements and hone my skills. Over the years, it's helped me expand my network of financial planners and community leaders. But most importantly, it feels great to give back to my community and make a difference in the lives of those who need it most.
Recently, I have been fortunate enough to volunteer with
Build Wealth, MN, Inc. as a pro bono financial planner in partnership with this chapter. Build Wealth works with low to moderate-income families to improve financial literacy, reduce debt and build generational wealth in under-served communities. As a volunteer, I met one-on-one with families that had already established credit and purchased homes and were ready to take the next steps in building their wealth. We covered topics like saving, investing, social security, budgeting, basic estate planning and more.
The most exciting part about this work was meeting with program participants who had already made significant strides in their financial lives and were eager to go further. In our brief time together, we had meaningful conversations about their lives and finances, and I was able to provide them with tangible next steps. I gained clearer insight into what our local communities are facing and saw more clearly how those with the least access to professional financial advice often are the ones who could benefit the most from it.
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Contact
[email protected]
to learn more about the many ways you can use your financial planning expertise to give back.
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Save the date for upcoming events
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Mark your calendar for these upcoming FPA of MN meetings and events!
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Platinum Partner Spotlight: May 2019
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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 builds 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.
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