News from FPA of Minnesota

Your Partner in Planning

May 2, 2023

May Chapter Meeting: Tips from the pros - charitable giving through IRAs

Joint meeting with the Minnesota Gift Planning Association

Tuesday, May 16, from 2-5 p.m.

Carlo Laurore

National Boy Scouts of America Foundation

As baby boomers age, so have the increased requests for implementing charitable giving through IRAs. In May's not-to-miss chapter meeting, you'll learn from several financial and philanthropic professionals how to start impactful conversations with your clients about the benefits of charitable giving. 

During the first hour, Carlo Laurore, vice president and executive director of the National Boy Scouts of America Foundation, provides insight about marketing this option to donors of all net worth levels, how eligible donors can give via QCDs (including split-interest gifts) and how loyal QCD donors can shift to becoming legacy donors with the inclusion of organizations in their estate plans.


In the second hour, learn IRA giving strategies from a panel of tax, philanthropy, legal and financial professionals. Panelists include Christy Boysen, co-owner of Apex Legacy Consultants; James Aman, financial consultant at Journey Financial Consultants of Thrivent; Kelley Scrocca, attorney at Hellmuth & Johnson; and Sue Savarese, owner of Sannerud, Savarese & Associates PA.

Click here to learn more and register for the meeting.

Chapter meetings are held at Golden Valley's beautiful

Metropolitan Ballroom & Clubroom.

Free Event: New member networking

This networking event immediately follows May's chapter meeting.

Tuesday, May 16, from 5-6:30 p.m.

Calling all new members - if you joined our chapter within the last two years, we'd like to get to know you!

Join us at this special event after our regular chapter session at the Metropolitan Ballroom & Clubroom on May 16. In addition to networking with fellow members, you'll have the opportunity to meet board members, officers, partners and past presidents. More importantly, the new member event allows us to talk to you and show appreciation for joining our growing community.

Registration is required. Details about the event are found here.

Chapter Update

Board President Bruce Lorenz

Happy May!

April Meeting Recap

We had an extraordinary April meeting with the highest monthly attendance since 2019! Ron Wirtz from the Minneapolis Federal Reserve kept our attention with interesting facts and figures about our current national and local economic conditions. Everyone stayed busy with interactive poll questions as Ron gauged our opinions on various survey topics. 

Can you spare some time?

Much of the 2023 programming is contractually bound, so the board continues working across committees to plan education and networking events for next year. We'd love to see more members involved in one-time projects or year-long committee planning, as nearly all the committees could use extra hands. If you need help determining where you'd be best suited, please contact me or any board member, and we'll help you connect with a project you'll love.

We're having a social after our May chapter meeting to recognize our new members. I hope to see you there!

Member shoutout: Samir Bushra

Founder and Chief Compliance Officer Samir Bushra, of No B.S. Advising, is doing what he always dreamed of - helping people to plan and implement goals that lead to financial and career independence. He focuses on tax planning and preparation, proactive financial plans, investments and employee benefits. 

This financial advisor, who serves "ambitious professionals and entrepreneurs,” loves to help people with real problems in a multi-generational way.

“The industry is challenging, interesting and constantly changing. It helps me grow, forcing me to accept and expect rejection, personally and professionally, yet still put myself out there.” 

Since 2020, Bushra has actively participated in FPA MN's Diversity, Equity & Inclusion (DEI) committee and task force. He's worked on event planning, helped to enhance the committee's digital presence, and assisted in focusing the committee's resources.

“I especially enjoyed our FPA DEI breakfast social at Accredited Investors Wealth Management. The discussions were pointed, insightful and actionable.”

Learn more about the DEI committee.


For a description of FPA MN committees, click here.

Save the date for FPA MN's 24th annual golfing event!

Registration is now open for our annual golf tournament on Aug. 21!

Register by July 1 and receive a free mulligan.

More details.

FPA MN's Meetings and Events

Partner spotlight: May 2023

At Affiliated Advisors, our mission is to help independent advisors build the practices of their dream. We provide a comprehensive suite of services and support to help solo advisors and emerging teams serve their clients more effectively.

With direct access to experts and a range of business management, compliance, technology, marketing, and financial planning offerings, we help advisors achieve their goals and thrive in a competitive industry. Our concierge transition process makes joining the Affiliated Advisors network as seamless and pain-free as possible, and our succession planning resources and opportunities provide access to a network of vetted buyers and assistance with acquisition strategy. We have recently published white papers on these topics, which are available here:

Through our content, community, and coaching offerings, we ensure that our advisors stay connected with like-minded professionals, share best practices, and continue their education to stay ahead of industry trends. We are committed to helping advisors achieve their goals through personalized, comprehensive support and services. Visit our website to learn more and reach out to Managing Partner Trisha Qualy to see how we can help you and your clients achieve success.

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Contact information for all FPA MN partners is available here.

FPA of Minnesota | 763.781.1212 |
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