Charlotte Beyer
March chapter meeting: What your clients may not tell you
Clients aren’t always completely open. So what can you do to get the information you need?

During our chapter meeting on March 20, presenter Charlotte Beyer will discuss this challenge facing financial planners – and the strategies to be successful. Charlotte is the founder and CEO of the Institute for Private Investors, which seeks to improve relationships between investors and their financial advisors.

Immediately following the meeting, we invite you to stay for the optional pro bono workshop. A panel of experts will share helpful resources for working with seniors and vulnerable adults.

Click here to learn more and sign up. Be sure to RSVP by 5pm on March 16 to avoid a last minute registration fee.
2018 NexGen Gathering:
Scholarship apps due March 12 
The annual NexGen Gathering is a great opportunity to discuss hot topics and network with your peers and FPA leadership from across the country.

This year’s event takes place in sunny Santa Barbara, June 24-26. If you’re a NexGen member interested in attending the conference, we encourage you to submit a scholarship application.

Applications are due March 12! Click here to submit.
NexGen members: Do you like this view? Then submit an application!
Events recap: Advocacy Day and Career Day
Thanks to our Professional Issues Committee for hosting another successful Advocacy Day at the State Capitol!

Attendees got the chance to speak with Commerce Commissioner Jessica Looman and several members of the Department of Commerce (DOC) about important policy proposals.
A significant focus of the discussion was on the Model Act , which seeks to protect vulnerable adults from financial exploitation. The bill has failed to pass in previous years,partly because of a controversial mandate requiring investment advisers and broker dealers to report any reasonable belief of a senior or vulnerable adult facing financial exploitation or abuse.
Thanks in part to input from our members, the DOC has decided to revise the draft bill this year to change it to a permissive , rather than mandatory, reporting provision. With this change, our chapter now intends to formally support the bill.
FPA members meet with officials for 2018 Advocacy Day
Advisor panel at the 2018 Career Day
Our 12th annual Career Day on February 23 was also a success!

Put on by the Career Development Committee, this popular event brought together established financial planning professionals with students and career changers. It was a great day of discussions, workshops, interviews and networking!
Opportunity to get published
Want to be published on a nationally recognized website? The Financial Planning Association of Minnesota contributes monthly columns to, and we’re always looking for new authors and topics. For examples, check out recent columns authored by members Cindy Turkington and Nate Wenner.

If you’re interested in getting involved, contact public relations committee member Kristy Gusick at
Make an impact
Interested in helping shape the Symposium, Financial Planning Day, or monthly programs? Get involved with one of our 12 chapter committees!

Click here for more information on the various committees, and feel free to reach out to Jessica Hawthorne at with questions.
Platinum Partner Spotlight: March 2018
Thank you to our platinum partner and host of our March chapter meeting, Charles Schwab.
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