News from FPA of Minnesota

October 6, 2020

We're less than a month away from our virtual ASCEND Conference!

November 2-3, 2020

The arrival of October at FPA MN means one thing – our annual FPA MN ASCEND Conference is right around the corner! Will you be attending our nationally renowned conference virtually?

Our ASCEND Conference is regarded as one of the best financial conferences in the country thanks to its incredible quality and value. Previously known as Symposium, ASCEND has helped thousands of financial planning professionals elevate their knowledge and rise in their careers.

This year, take advantage of reduced conference pricing. Earn up to 15 hours of CE credits, network virtually, and be inspired by some of the industry’s brightest, including Michael Kitces, Jim Paulsen, David Kelly and more. Our work as financial planning professionals is more important than ever.

Virtual chapter meeting: The science of leading high-trust conversations

Tuesday, October 20, from 7:30-10 a.m.

As financial planners, we know that honest, straightforward conversations with our clients are critical for building genuine trust and mutual respect.

This month’s virtual chapter meeting will delve deep into the science of high-trust conversations and explore how trust can be built or broken in the span of one simple interaction. Led by author, speaker and executive coach Mary Schmid, attendees will learn about the three different levels of conversation, the four essential skills that strengthen a relationship and tips for building a productive emotional connection with your client.

Learn more and register here. Save money by signing up before 5 p.m. on Friday, October 16.

Mary Schmid

Happening now: Virtual Financial Planning Days

October 5-10

In a year filled with lots of change and uncertainty about the future, financial planning services are more essential than ever.

This year, we're proud to offer our annual Financial Planning event as a free and virtual week-long opportunity for the public! FPA MN volunteers are offering free, private consultations now through Saturday, October 10.

There's still time for people to sign up for a free consultation session! Help us spread the word by sharing this Facebook event with friends and family.

Coffee and conversation: Our upcoming NexGen virtual coffee social

Wednesday, October 28, at 8 a.m.

With in-person meetups and events not as possible these days, NexGen has established a fun new tradition: their monthly virtual casual coffee socials.

These BYOC (Bring Your Own Coffee) virtual get togethers are a relaxed and accessible way to see familiar faces and get to know each other.

We’d love to see you at our next social on Wednesday, October 28, at 8 a.m. Register here for the Zoom link. Join us! All are welcome.

ASCEND Conference speaker spotlight

Leading up to our now virtual ASCEND Conference (formerly known as FPA of Minnesota Symposium) on November 2-3, we are highlighting new speakers each month.

Join us at this year's ASCEND Conference to hear from one of America's leading political editors and award-winning journalist, Christina Bellantoni. She is a professor of professional practice and director of the Annenberg Media Center, as well as a former editor with the Los Angeles Times.

During her ASCEND Conference session, Bellantoni will dive into the 2020 election and what might be next in Washington, D.C. Using a nonpartisan, analytical approach, she will provide guidance on how to interpret polls and what to watch for as election returns come in.

Learn more and register here

Save the date for upcoming events

Mark your calendar for these FPA MN meetings and events on the horizon!

FPA of MN Virtual ASCEND Conference – November 2-3
November Virtual Chapter Meeting – November 17
Virtual Media Training – November 18
NexGen Virtual Casual Coffee Social – November 25

Click here to view the full calendar.

Partner Spotlight: October 2020

MNSAVES Minnesota 529 College Saving Plan is the official 529 plan for the state of Minnesota. MNSAVES provides a broad range of highly rated, low-cost investment options backed by an unwavering commitment to service, making it the right higher education saving choice for advisors and their clients.

MNSAVES is a Direct Plan that excels in the selection criteria advisors favor:

Passive portfolios including pre-packaged, enrollment year based strategies
Rigorous fundamental selection process with independent review
Expenses about a fourth of the national average for all 529 plans
Dedicated advisor support team
Proven client-ready educational materials
‘Best In Class’ Morningstar rating

For more information contact MNSAVES College Savings Consultant Chris McLeod at 952-830-3127 or [email protected], or visit our website at mnsaves.org.

Contact information for all FPA MN partners is available here.

FPA of Minnesota | 763.781.1212 | fpamn.org