Money, medicine and meaning are essential to a healthy life. Most of us advocate for regular financial and physical checkups. We might also be wise to also conduct regular “purpose” checkups.
For more than four decades,
Richard Leider of Inventure has pioneered the way we unlock purpose. Ranked by
Forbes Magazine as one of the "Top 5" most respected executive coaches, Leider has delivered memorable speeches in all 50 states and four continents.
Based on his bestselling book
The Power of Purpose, Richard will discuss why having a purpose is fundamental to leading a happy, productive life. His presentation will help you discover how to renew your gifts, passions and values and bring them to work every day. You’ll walk away with simple tips to help you live your purpose, and help your clients and colleagues do the same.
From signature public events to small meet-ups, October was jam-packed with FPA of MN activities. Thank you to everyone who joined us throughout the month! Here are a few highlights:
Next year, the national FPA Conference will be held in Minneapolis. We can’t wait to show off our state and financial planning community to members from across country! Save the dates in your calendar: October 16-18, 2019.
Financial Planning Day
In late October, we hosted the
9th Annual Twin Cities Financial Planning Day in Saint Paul. Approximately 120 members of the community received free financial advice from FPA of MN volunteers. As part of a new panel discussion this year, attendees also listened to everyday Minnesotans share their inspiring financial success stories.
This year's Financial Planning Day featured a panel discussion on financial success stories.
Free media training for FPA members
Thursday, November 15, from 3-4:30 p.m.
The latest All-Member Virtual Media Trainingis next Thursday, November 15, from 3-4:30 p.m. The free webinar will walk you through media best practices and tips for working with reporters.
CFP® professionals who participate will gain access to FPA MediaSource, a free tool that gives you access to reporters seeking opinions from financial professionals. Many FPA of MN members use the tool to get quoted in publications across the country – from the Wall Street Journal to MarketWatch.
Join our Professional Issues Committee and help educate FPA members on policy, regulatory and legislative issues that affect the financial services industry in Minnesota. In addition, you'll help form and maintain positive relationships with regulators and legislators.
As a committee member, you’ll be on the cutting edge when it comes to understanding and helping shape policy and regulation that affects our industry and, most importantly, our clients.
If you’re interested, please email Brian Edstrom at [email protected].
The committee organizes Advocacy Day each year.
Platinum Partner Spotlight: November 2018
For over three decades,
Jensen Investment Management has been defined by our uncompromising commitment to quality. Not only in the companies in which we invest, but in everything we do.
As an independent, employee-owned firm, we believe that management ownership is important in the companies we invest in and we apply the same principle to our firm.
Based in Portland, Oregon, Jensen Investment Management offers two mutual funds: The Jensen Quality Growth Fund and the Jensen Quality Value Fund.
