News from FPA of Minnesota

Your Partner in Planning

November 1, 2022

November Chapter Meeting: Federal tax code updates

Tuesday, Nov. 15, from 7-10 a.m.

David Peters, CPA, CFP®, CPCU

David Peters Financial Group Peters Professional Education

2022 marks another year of complicated federal tax code changes. Get up to speed by joining us at the next FPA MN chapter meeting.

November's session features a presentation by David Peters, owner of David Peters Financial Group and Peters Professional Education. Peters will highlight the Inflation Reduction Act of 2022, suspension of losses under IRC 461(l), tax implications of virtual currency, changes to the ten-year rule for inherited IRAs and other critical regulations and updates to the tax code. 

Learn more and register here for this important event. In-person and virtual options are available.

Chapter meetings are held at the beautiful Metropolitan Ballroom & Clubroom in Golden Valley. You're also welcome to attend remotely.

Recap: ASCEND Conference

The 2022 ASCEND Conference was a tremendous success, with over 400 attendees. Registrants raved about the variety and number of accomplished speakers at the event.

Popular sessions included, The Great Economic Debate 2022 with Brian Levitt, Jim Paulsen and David Kelly; Improving Investor Results by Avoiding Several Common Investment Illusions, by Jay Mooreland; and Win Without Perfection or... Permission, by Charlotte Stallings.

Thank you to all that were at the conference!

Testimonials from attendees.

2023 Discounted Partnership Packages are Available for a Limited Time: Reap partnership benefits and keep FPA MN strong

Keith "Sunny" Loveland, 2023 Partnerships Committee Chair, talks about the top reasons to become a 2023 FPA MN Partner.

Like many of you, FPA MN is already hard at work setting organizational goals. 

If your business ambitions include reaching Minnesota's finest financial planning community, we encourage you to become an FPA MN Partner. Over the year, your business will have opportunities to market to thousands of people at events and through social media promotion, obtain contacts and qualified leads, and build business relationships for years to come.

Between now and January 31, become a partner and receive a 5% discount. Learn more about the benefits and sign up to be a chapter partner here.

Recap: Financial Planning Days

Pro bono volunteer social on Tuesday, Nov. 29, from 4-6 p.m.

We are proud that FPA MN is a top-ranking Chapter for its volunteerism.

The combined efforts of nine volunteers and three shadow volunteers allowed 20 underserved community members to receive free financial advice from a Certified Financial Planner® and be on their way to reaching financial goals.

To show our gratitude, we are holding a pro bono volunteer social on Tuesday, November 29, from 4-6 p.m. at Indeed Brewing Company and Tap Room.

Any active FPA MN member who has provided pro bono services through FPA MN or our community partners is invited to join us at this informal happy hour. Just show up - we're celebrating Minnesota's pro bono financial planning community's hard work!

Do you have a question about this event? Click here.

Mark your calendar: NexGen Virtual Casual Coffee Social

Thursday, Nov. 17, from 8-9 a.m. 

It's time to connect over coffee in the warmth and comfort of your home or office. Email Jessica Hawthorne to sign up for this month's virtual NexGen get-together .

AARP Foundation Tax-Aides Needed: No experience required

Apply by Nov. 21, 2022

AARP Foundation Tax-Aide is looking for compassionate and friendly people to join its volunteer team. Many senior taxpayers with low or moderate incomes miss out on credits and deductions because they cannot afford a tax preparation service.

AARP Foundation Tax-Aide offers free tax-filing help to those who need it most. 

No tax experience is needed to volunteer. You'll meet with taxpayers, interview them about their tax situation, do the necessary data entry, have an experienced volunteer review the return, explain the results and submit the return for e-filing.

Free training starts in December and generally runs about 40 hours - three to four hours weekly - through January. Training consists of a combination of in-person and online meetings and mentorship. A self-study option is also available for more experienced tax preparers.

AARP seeks volunteers from a variety of ages and backgrounds. Apply here by November 21 for this year's tax season, or call 1-888-227-7669.

Save the date for upcoming events

Mark your calendar for these upcoming December events!

* Chapter Strategic Planning Day – Dec. 9

* NexGen Casual Coffee Social – Dec. 15

* FPA Meeting & Networking Social – Dec. 20

Partner spotlight: November 2022

Only Schwab has been in the trenches with independent financial advisors for over 30 years. We have been a tireless advocate for the independent model and have committed thousands of people and millions in resources to make sure independent advisors have everything they need to grow and succeed.


Today, our entire business is built to fuel the independent spirit of advisors, from your first steps toward establishing an independent firm through your tireless efforts to put clients first. We’re always looking out for what’s next and innovating on behalf of advisors.


Visit to learn more or contact Cade at

FPA of Minnesota | 763.781.1212 |
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