Integrating insurance, investment, and estate planning
How do you make sure your client’s insurance plan fits with their overall wealth plan?
During this month’s chapter meeting from
7:30-10:00 a.m. on April 17,
Tom Pauloski of Bernstein Private Wealth Management will dive into this topic and demonstrate how he uses analytics to integrate life insurance, investment, and estate planning for his clients.
Following the meeting at 10:15 a.m., you’re invited to stick around for a special session on ethics led by
Dan Candura of Candura Group LLC. This interactive presentation uses polls, games, and case studies to explore ethics in an entertaining, educational way.
Did you join FPA of MN in the past year? Then you’re invited to our networking social!
To express our gratitude for joining our chapter, you are welcome to join us on Tuesday, April 24, from
5-7:30 p.m. at
Rojo Mexican Grill in St. Louis Park. You’ll enjoy hors d’oeuvres, beverages, and great conversations with fellow first year members, board members, officers, and past presidents.
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Platinum Partner Spotlight: April 2018
As a VP of Mortgage Lending at PERL Mortgage and a CERTIFIED FINANCIAL PLANNER™ professional, Nicole Rosandich Meeker provides custom mortgage solutions for your client’s unique financial challenges and home goals. Her expertise is in the development, implementation, and ongoing management of a customized home buying process created just for you.