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News from
FPA
of Minnesota
July 10, 2018
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Impact of tax reform
Register for the July 17 chapter meeting today!
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This month’s chapter meeting is topical and timely. We look forward to hosting our members for a robust discussion about how the 2017 federal tax reform bill will impact clients.
On Tuesday, July 17, from 11:30 a.m. to 2 p.m.,
Bob Keebler of Keebler & Associates will dive into the specifics of the legislation and how it will impact clients in a variety of situations. Attendees will gain an understanding of the basic tax changes for individuals and businesses, as well as how the new legislation changes charitable planning, Roth conversions, college planning, and more.
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Golf and bocce ball outing
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Fore!
You’re invited to our annual golf and bocce ball tournament on Monday, August 6, at
Midland Hills Country Club in Roseville. This event is for golfers of all skill levels, and bocce ball will be available for attendees as well.
This popular summer event is a great opportunity to get outside, network, and have fun – all for a great cause.
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Calling all first-year members!
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Did you join the FPA of MN in the past year? Then you’re invited to a special networking event from 5-7:30 p.m. on July 26. Join us at
Pinstripes Edina for drinks, food, bowling, bocce ball, and great conversation with fellow members and FPA leadership.
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Join our Programs Committee
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Want to help shape our chapter meetings and special events? Join our
Programs Committee
and collaborate with the team on event speakers and networking opportunities.
For more information, reach out to Committee Director Patrick Hager at
[email protected].
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Committee Director Patrick Hager talks about the Programs Committee.
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Platinum Partner Spotlight: July 2018
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Imagine a world where your clients see the big picture.
Objective Measure is a one-day conference designed to inspire and empower everyday people to align their money with their lives. The conference will help attendees become better investors and clients by showing how simple changes in their thoughts and habits can provide a clearer financial future.
Invite your clients to join you at the Objective Measure Conference on October 4.
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Symposium Speaker Spotlight
Leading up to our
2018 Symposium
this fall, we highlight
speakers each month.
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Diana Henriques
Join us at this year's Symposium to hear from
Diana Henriques
, a financial journalist, author, and contributing writer for
The New York Times.
When Bernard Madoff was arrested in 2008 for running the largest Ponzi scheme in history, his case showed us that much of what we thought we knew about this form of fraud was wrong. Stereotypes from the 1920s, when Charles Ponzi was arrested in Boston, are woefully out of date –
the Ponzi scheme of the Madoff era has mutated into a creature Mr. Ponzi would scarcely recognize. But one thing has not changed: the way that "trusted criminals" use their sterling reputations to take advantage of vulnerable individuals and organizations.
With examples from crime cases studied over her 30-year career, Henriques will identify what we should have learned from the Madoff scandal, but haven’t – and she will help to rectify that!
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Doug Lennick
At the Symposium this October, Think2Perform CEO and Founder
Doug Lennick will explore ways that you can positively impact clients' financial, physical, and emotional well-being.
When people think about financial planning, they recognize that achieving financial security will contribute to the quality of their lives. However, rarely do consumers or financial professionals fully understand the critical connections between financial, physical, and emotional well-being. Financial, physical, and emotional well-being is a virtuous circle: positively impact one aspect, and you’ll likely improve the others.
In this session, attendees will learn unique concepts that will help them broaden their roles to coach clients in developing goals and plans aimed not only at financial health, but that also address other important life areas.
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