February chapter meeting: Understand your clients’ beliefs about money
Tuesday, February 19, at 7:30 a.m.
“Your client isn't the problem. It is an unhealthy belief system and the relationship we and our clients have with money that matters.”
In this
month’s chapter meeting, we’ll use self-evaluation tools and other resources to discover different personal beliefs about money. We’ll then look at ways to transform a client’s unhelpful financial beliefs into a healthier approach.
This session will be led by
Rick Kahler, CFP® and president of
Kahler Financial Group. Rick integrates financial planning and psychology in his work, and he was recently named an “Icon and Innovator” by Investment News.
Following the chapter meeting, we’ll host an
optional workshop on how to best manage healthcare costs. Participants will leave with new tools and resources to help patients, families and caregivers gain financial stability during a medical emergency.
Click here for more information. If you are interested in attending this free workshop, select it when registering for the February chapter meeting.
A special thank you to new members
Did you join FPA in the last year? We want to celebrate you!
Join us from 5-7:30 p.m. on Tuesday, February 12, for a special First Year Member Networking Social at Rojo Mexican Grill in St. Louis Park. Meet board members, officers, and past presidents – plus other first year members.
If you’re passionate about financial planning and the FPA, you have an opportunity to make your voice heard at the Capitol!
Join us at the State Capitol on February 21 for our 6th annual Advocacy Day. Attendees will meet with their elected officials to build relationships and share the value of financial planning. Professional Issues Committee members will be at the Capitol between 9 a.m. and 3:30 p.m. to provide helpful handouts and guidance. You can drop by when it’s convenient for you!
Know someone interested in the financial planning profession? Or are you hiring and want to meet with aspiring financial planners?
Our 13th annual Career Day is a great opportunity. Unlike standard career fairs, this affordable daylong event includes workshops, presentations, networking, and interviews with local firms.
Those interested can learn more and sign up here.(To guarantee the opportunity to interview with employers, attendees should sign up and submit their resume by February 15.)
Career Day 2017
OneFPA Network
The OneFPA Network is a collaborative effort among all FPA communities to deliver a consistent and indispensable member experience, drive more alignment and integration, and empower our volunteer leaders. For the latest on the OneFPA Network, read the monthly round-uphere.
To join the conversation, attend the Virtual Listening Tour for FPA members on February 7, 2019, at 12 p.m. Click here to register.
Platinum Partner Spotlight: February 2019
As a VP of Mortgage Lending at PERL Mortgage and a CERTIFIED FINANCIAL PLANNER™ professional,
Nicole Rosandich Meeker provides custom mortgage solutions for your client’s unique financial challenges and home goals. Her expertise is in the development, implementation, and ongoing management of a customized home buying process created just for you.
