|
News from FPA of Minnesota
Feb. 1, 2022
|
|
February Chapter Meeting: Financial therapy for resistant clients
Tuesday, Feb. 15, from 7-10 a.m.
|
|
Derek Hagen, CFP®, CFT-I™, FBS®, CFA, CIPM
|
|
Receiving pragmatic financial advice can sometimes feel disheartening. Join us for this month’s chapter meeting to learn some tips for having these delicate conversations with clients.
Our February meeting will feature a presentation by Derek Hagen, financial therapist with Money Health Solutions, about providing financial therapy to resistant clients and couples.
Financial therapy is a growing practice that combines traditional financial advice and emotional support to help clients manage financial stress. This allows clients to process their underlying feelings about money while crafting actionable plans to reach their financial goals and improve their well-being.
Remember: Chapter meetings this year will be hosted in person at the beautiful Metropolitan Ballroom & Clubroom in Golden Valley. You can also tune in remotely if you prefer.
|
|
Want to save on 2022 registration?
Purchase a chapter meeting season pass! You can attend every chapter meeting this year for only $299.
|
|
Increasing Diversity, Equity and Inclusion: Join our new DEI Social!
Tuesday, Feb. 22, from 4-7 p.m.
|
|
Do you want to expand your network and help diversify our chapter?
You're invited to join our first ever Diversity, Equity and Inclusion (DEI) Social at Pimento in Minneapolis! These new socials are a chance for us to meet in-person and discuss how we can make our chapter, respective organizations and industry at-large more inclusive.
|
|
|
Just launched: Diversity, Equity and Inclusion scholarship program
|
|
This scholarship is open to applicants who are new or current FPA MN members, work in financial planning, and identify as people of color, women or part of a diverse culture. Scholarship recipients will receive a one-year FPA membership and monthly chapter meeting season pass.
Every FPA MN member can play a role with this new program:
-
Apply or share. Learn more about the application process here.
-
Volunteer. We are looking for FPA MN members to volunteer as chapter meeting guides to help scholarship recipients navigate chapter resources.
-
Sponsor. This program is fully funded by generous sponsors. The more sponsors we have, the more scholarships we can provide to deserving applicants!
If you'd like to get involved, apply or have a question, please reach out to the DEI Committee.
|
|
|
Mark your calendar: NexGen Casual Coffee Social
Thursday, Feb. 24, from 8–9 a.m.
|
|
We're alternating between in-person and virtual coffee socials throughout the year, so everyone has a chance to participate in their preferred style.
|
|
|
Coming soon: March Madness bracket challenge + an in-person viewing party
Viewing party will be on Thursday, March 17, from 11 a.m.–5 p.m.
|
|
Mark your calendars for two different March Madness Basketball events: a virtual bracket challenge and in-person viewing party.
Our annual bracket challenge allows you to build a bracket and cheer on your teams for the chance to win free registration to this year's ASCEND Conference.
We are also hosting a in-person viewing party at Optimal Performance Golf in Maple Grove on March 17. More details to come!
If you are a partner and would like to support our in-person viewing party, please reach out to Jessica Hawthorne for more information.
|
|
|
Save the date for upcoming events
|
|
Mark your calendar for these events on the horizon!
|
|
|
Partner Spotlight: February 2022
|
|
As an industry leader in risk management, Allianz Life Insurance Company of North America (Allianz) is committed to helping advisors prepare their clients for retirement with innovative fee-based solutions that provide a level of asset protection and the opportunity for guaranteed income in a time of growing market uncertainty. Our growing suite of risk management solutions are designed to address multiple investment objectives across a spectrum of practice models and partner affiliations.
We’ve also made significant investments to seamlessly integrate with your practice by affiliating with insurance licensing partners and establishing relationships with wealth management platforms. We know you have a fiduciary responsibility to your clients and we are ready to provide innovative solutions that help reinforce your distinctive value proposition.
|
|
|
|
|
|
|