News from FPA of Minnesota

Your Partner in Planning

December 6, 2022

December Chapter Meeting & Networking Social: Guiding clients to financial wellness

Tuesday, Dec. 20, from 2-6:30 p.m.

Saundra Davis, MSFP, FFC®, APFC®, FBS®, CSC

Executive Director/Founder

Sage Financial Solutions

Financial planners know that straightforward client communication is critical for building trust and mutual respect. How do we achieve that when honoring a client's values, vision and financial choices?

In December's mindful practices session, nationally recognized financial coach and motivational speaker, Saundra Davis, will discuss the five approaches to financial wellness and key coaching skills that support client accountability. Next, we'll practice the key elements of client behavior change with her assistance.

As "The Financial Coaches Coach," Saundra Davis supports financial professionals by challenging them to reach new heights in their communication with the people they serve.

Learn more and register here. In-person and virtual options are available.

Chapter meetings are held at the beautiful Metropolitan Ballroom & Clubroom in Golden Valley. You're also welcome to attend remotely.

Looking for staff? We can help fill your open positions.

Dave Leflar, FPA MN's Career Development Committee

Wouldn't it be nice to have some extra help around the office? Now is a perfect time to get the word out regarding full, part-time and internship opportunities at your firm. 

Recognizing the need to post member and nonmember financial planning job openings, the Career Development Committee included a "help wanted" section on FPA MN's website. To be directed to the employment area, click here.

From this area, you can email your company's open position information to the Career Development Committee, which will then promote the site to upper Midwest students.

On the fence about internships? Many companies have found them to be win-win experiences. Mentorships benefit the financial community, help with administrative needs and can lead to future employment. An intern can work on that project sitting on the back burner. You may even inspire a student who's unsure about their career path to join the ranks of our profession!

If you have a position to fill, let FPA MN help! Post and see open positions. 

Member Shoutout: Lory Wessel

This month we're celebrating Lory Wessel, a five-year FPA MN member who's been active with our chapter twice that time! She currently serves as our membership committee director and is the chief administrative officer and director of advisory relationships at Stonebridge Capital Advisors.

One of Wessel's first roles at Stonebridge Capital Advisors was communicating and scheduling FPA MN events and speakers for portfolio managers. After becoming involved in setting up chapter meetings, events, and conferences with her company's marketing team, Wessel's interest was piqued in learning more about the financial profession. She says that the depth of FPA educational resources benefited her career development.

"After becoming a member, I was encouraged to join a committee, get involved, and expand networking opportunities. Becoming an active member was the best advice ever! Event planning is enjoyable to me, so I joined the Membership Committee." 

"The Financial Planning Association of Minnesota is truly a remarkable community of CFP and allied professionals. They have such serving hearts and care, not just for clients but for people in general. I have met many wonderful members and value the relationships fostered over these years."

Interested in the Membership Committee? Email Lory here.

"Make the most of your membership and consider how you can impact the future of the financial planning profession," advises Lory Wessel.

Not to miss: Events and deadlines

Strategic Planning Day

Friday, Dec. 9, from 9:30 a.m.-2:30 p.m.

Please join us at the Minnesota Institute of Art to reflect on 2022 and plan for FPA MN's 2023.

Every member is welcome to attend this meeting. Share your thoughts and suggestions as the board makes plans for next year. There is free admission to the museum and lunch for those in attendance.

Register here by 5 p.m. on Dec. 7.

NexGen Virtual Coffee Social

Thursday, Dec. 15, from 8-9 a.m.

Meet like-minded financial professionals without having to leave your office. This month's virtual NexGen gathering is a convenient way to catch up over coffee.

Email Jessica Hawthorne to register for this event.

Extended Deadlines

Act now

Do you aspire to be FPA MN's President? If you are or have been a committee director, you are eligible to be our next president-elect in 2023 and chapter president in 2024.


Contact President-Elect Bruce Lorenz today to learn more and apply to fill this critical role in our chapter.

Last call for AARP Foundation 2023 volunteer tax aides. No experience is necessary. Training starts in December. Learn more and apply here or call 1-888-227-7669.

Stronger Together: FPA MN board members attend the Chapter Leaders Conference

FPA chapters may sometimes feel they are standalone entities, but we share membership with a much larger group.

Along with many FPA chapters from across the country, members from Minnesota's board recently attended the annual Chapter Leaders Conference in Colorado. Among other topics, FPA's national office representatives explained their priorities, including title protection.

Attendees shared ideas and best practices, and created connections and a broader network within the organization. There was also time to socialize with team members and others from around the nation.

We, indeed, are stronger together!

Save the date for upcoming events

Mark your calendar for these upcoming January events!

  • FPA Meeting – Jan. 17
  • NexGen Casual Coffee Social – Jan. 26

Partner spotlight: December 2022

At Jensen, we believe that enduring wealth comes from owning great companies for a long time.

For more than three decades, Jensen has demonstrated a long-term perspective, an unwavering commitment to quality companies, and a deep focus for the benefit of our clients and their families. Investing only in quality companies that have produced a long-term record of persistently high returns on shareholder equity, Jensen manages three mutual funds (other vehicles also available): the Jensen Quality Growth Fund, Jensen Quality Value Fund and Jensen Global Quality Growth Fund.

We welcome the opportunity to learn more about your business and invite you start a conversation with us. Please contact Richard Clark at or visit to learn more about how we might work together to meet the investment goals of your clients.

FPA of Minnesota | 763.781.1212 |
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