Greetings!

As we step into the new year and my new term as Board President, I feel incredibly honored to lead this chapter. The FPA of MN has an engaged and supportive membership that plans excellent programming and volunteer opportunities. Most excitingly, this year we are now more than 900 members strong!

Many 2020 Board members and I attended the FPA Chapter Leader’s Conference in Colorado this fall, where we exchanged insights and experiences with more than 300 other FPA leaders from across the country. Our Board came back from that event with even more pride for the strength of our Minnesota chapter. We have lots of ideas and excitement going into 2020.

As Board President, I plan to focus on the following priorities:

From attending chapter meetings to volunteering on committees, thank you for your involvement in this chapter. Here’s to another fantastic year ahead! 

For students and parents alike, the college search process is an exciting and celebratory milestone. But between academic programs, residential life and financial aid, it can also easily feel overwhelming. Add on the often high tuition prices and stress increases even more.

Presented by College Inside Track’s Education and Partnerships Manager Cozy Wittman, our January chapter meeting will explore the complexities of the college search and provide advice on how to best approach the financial aid and awards process. By better understanding the higher education world and its intricacies, you can help families feel better prepared when making important education decisions.

Learn more and register here. RSVP by 5 p.m. on Friday, January 17, to avoid a last-minute registration fee.

Looking to meet like-minded financial professionals in a casual, caffeinated environment? Our NexGen Committee’s Casual Coffee Social is the perfect fit for you.

Swing by the Peoples Organic – Galleria in Edina to get to know your fellow FPA of MN members over a cup of coffee and discuss this month's chapter meeting topic in more detail.

No registration required. More details here.

Calling all new members: If you joined our chapter within the last year, we would love to get to know you!

Join us at this special event at The Local – West End for a happy hour filled with fellow FPA of MN members and lively conversation. This is a great opportunity to meet board members, officers and past presidents. Most importantly, it gives us the chance to meet and thank you for being a part of our ever-growing community!

More details about the event can be found here.

If you’re a state-regulated RIA or interested in starting your own RIA, we have the perfect event for you.

Sponsored by the Professional Issues and NexGen committees, a panel of regulators and consultants will discuss what it takes to start an RIA, required steps toward compliance and current regulatory challenges facing the industry.

Panelists will include Keith Loveland of Loveland Consulting, Annette Minor of the Minnesota Department of Commerce and Brian Edstrom of Avisen Legal.

Registration and additional event details can be found here. 

Longtime member Joe Larkin passed away peacefully in his sleep on December 9, 2019. Joe will be fondly remembered as an active FPA member for 14 years. He served on the Symposium committee and was a Vice President at AdvisorNet Financial in Minneapolis.

Click here to read Joe’s obituary and learn how you can support his family.

It's officially the new year. What are your business goals?

If reaching the financial planning community is a part of them, we encourage you to explore becoming a FPA of MN Partner. You'll have the opportunity to market your business to thousands, get qualified leads and build meaningful relationships.

Between now and January 31, become a partner and receive a 5% discount. Learn more and view your 2020 offerings here.

Our 14 ^th annual Career Day event is coming up! This small-group career fair brings together both aspiring and experienced financial planners for workshops, presentations, networking and interviews. If your firm is hiring, this is a great opportunity to meet new up-and-coming talent.

Learn more and sign up here.

Finding trustworthy partners is an investment in relationships. We follow a disciplined long-term approach - a promise our investors have relied on since 1931. With easy access to our investment managers, you can be assured of transparency in all we do for your clients.

We manage three mutual funds , available on many platforms: Growth Fund (MPGFX), Balanced Fund (MAPOX) and Small Cap Fund (MSCFX). 

To learn more, visit mairsandpower.com.