News from FPA of Minnesota

Your Partner in Planning

July 5, 2023

July Chapter Meeting: Planning for the present

Tuesday, July 18, from 11 a.m.-2 p.m.

July's chapter meeting will be held at the spectacular

Town & Country Club in St. Paul.

Not to miss: Social events this month

DEI ZOOM Book Club

Wednesday, July 12, from 12:15-1:30 p.m.

Mark your calendar for the Diversity, Equity and Inclusion (DEI) Committee's inaugural book club meeting. For their first book discussion, the group will explore "Poverty, By America" by acclaimed Pulitzer prize-winning author Matthew Desmond. In this #1 New York Times nonfiction bestseller, Desmond "draws on history, research, and original reporting to show how affluent Americans knowingly, and unknowingly, keep poor people poor."

All perspectives and backgrounds are welcome. The committee's goal is to create an inclusive and thought-provoking environment where ideas are shared, personal growth is fostered and experiences are respected.

If you don't have access to "Poverty, By America," email [email protected], and you'll be sent the necessary resources for full participation.

Registration is required for this ZOOM event. More information.

New Member Breakfast & Bingo

Thursday, July 13, from 7:30-9 a.m.

FPA MN has an exciting event for new members that we know you'll love!

If you've joined since 2021, we hope you'll register for this fun networking event. In addition to Bingo and a complimentary breakfast, you'll have the opportunity to meet board members, officers, partners, and past presidents eager to welcome you to our chapter. 

This social event, held at the Egg and I restaurant in St. Paul, is free to all new members.

Register now to attend. 

NexGen's Casual Coffee Social

Thursday, July 27, from 8-9 a.m.

"Good ideas start with coffee!"

Catch up with fellow members in the perfect casual networking and camaraderie setting. The NexGen Committee is delighted to pick up the tab at another informal coffee social on July 27, from 8-9 a.m. There is no cost to attend this social event at the Spyhouse Coffee Roasters on Nicollet Avenue in Minneapolis.

More information.

Join the board: Seeking next president-elect

Do you aspire to be FPA MN's president? If you are or have been a committee director, you're eligible to be our next president-elect in 2024 and chapter president in 2025.

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

Member shoutout: Jon Marquet

This month we’re shining a light on Jon Marquet, an FPA MN volunteer and 401(k) evangelist.

Jon was a litigator for more than 20 years before making a career change to the financial industry. As a law firm partner, he chaired his firm’s 401(k) plan sponsor committee – working with a financial advisor and other vendors to monitor, adjust, and administer the plan. Over time, he came to view employer-based retirement plans as a powerful vehicle for positively impacting financial lives. As a result, Jon decided to put his skills to use in the financial industry. He now works in wealth management, with a focus on working with business owners and their employees to institute, improve and administer employer-based retirement plans.

In early 2021, Jon joined FPA MN as an aspiring member.

“With my planned career change, the chapter seemed like it might provide some valuable information and networking opportunities. I spoke with several members before signing up. All were upbeat, fun and deeply interested in financial planning and the chapter. After joining, I attended several events, participated in a committee, and met many great people in the industry. My engagement with FPA MN made my career change much easier and more enjoyable than I thought it might be.” 

Jon’s membership in FPA MN allowed him to meet and learn from several planners and advisors who work in the employer-based space. Eventually, he connected with a variety of advisors and other professionals at Trust Point and decided to start his new career there as a retirement plan consultant.

“Like everybody, I am always busy. But I am still a member of the Career Development Committee and try to help out when I can. Through the committee, I’ve met and worked with many wonderful people who are truly dedicated, interested, and involved in the profession and FPA MN. I’m also a regular at FPA MN's happy hours and events. The personal and professional discussions are engaging, informative and fun.”

Jon plans to further his chapter involvement by checking out more FPA MN committees whenever possible.

Learn more about the Career Development Committee here.

Ross Levin named the 2023 P. Kemp Fain, Jr., Award Winner

FPA recently announced Minnesota chapter member Ross Levin, CFP®, as the recipient of the association’s and profession’s highest individual award – the 2023 P. Kemp Fain, Jr., Award. This honor is bestowed to individuals who have accomplished "outstanding achievements in service to society, academia, government, and professional activities."

Levin is a past president of FPA MN, a popular speaker and staunch supporter of our chapter.

Full article.

Save the date for upcoming events

• Elder Financial Exploitation and Fraud (1 CFP® CE) followed by happy hour at Cowboy Jacks - Aug.10
• 24th Annual Golf Tournament, sponsored by Allianz - Aug. 21
• ASCEND Conference - Nov. 7-8

Partner spotlight: April 2023

For over 30 years, Schwab Advisor Services™ has been all in for independent investment advisors. We take the time to work with you, learn your goals, and help you plan strategies for your business. This approach has given us a unique understanding of the Registered Investment Advisor (RIA) model and how to help you achieve the benefits of independence. Our support, services, and technology are built around investment advisors’ needs. We put you first so that you can focus on your clients. No matter your background, firm size, or business complexity, we provide industry-leading custody services, with no AUM minimums and no custody fees—and no intention to raise them.

Visit advisorservices.schwab.com to learn more or contact Cade at [email protected].

Contact information for all FPA MN partners is available here.