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News from
FPA
of Minnesota
March 5, 2019
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March chapter meeting: Racial diversity in financial planning
Tuesday, March 19, at 11:30 a.m.
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Diversity makes our industry stronger. Having varying perspectives at the table opens organizations up to new ideas and approaches.
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Event recaps: FPA members participate in Advocacy Day and Career Day
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It may be a snowy winter here in Minnesota, but our chapter certainly isn't slowing down this season.
We hosted two annual events in the past few weeks: Advocacy Day and Career Day. Thank you to everyone who attended and made these events a success!
On February 21, FPA members joined together at the Minnesota State Capitol for Advocacy Day. Coordinated by our
Professional Issues Committee, members met with lawmakers to build relationships and raise awareness for our industry and chapter.
Last week, our
Career Development Committee hosted the 13th annual Career Day. A
t the event, 26 students and career changers interested in financial planning interviewed for full-time positions and internships with 10 employers. Attendees also got the chance to learn about the industry from presentations and a panel discussion with financial planners.
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Jason Kley, Brian Edstrom, Commissioner Steve Kelley, and Financial Planning Association Director of Advocacy Karen Nystrom.
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This year's Career Day event helped students and career changers learn about the industry and our chapter.
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Media mastery: Increase your visibility and enhance your brand
Tuesday, March 26, at 2:30 p.m
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With today's ever-increasing news cycle, it's a great time for financial planning professionals to seek media exposure and share the important role that financial planning plays.
Conducted by Ben Lewis, director of public relations for FPA, this training will walk members through the necessary skills and tactics for working with the media.
This training is required for any CFP® member who wishes to be part of
FPA MediaSource. This revolutionary media query platform has enabled FPA members to take part in more than 3,500 national media opportunities over the past three years alone.
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Network with NexGen members over coffee
Wednesday, March 27, from 7:30-9 a.m.
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Our chapter’s NexGen group is hosting its next
casual coffee social on Wednesday, March 27, at Spyhouse Coffee Roasters on Nicollet Avenue in Minneapolis. Join us at for a cup of coffee (or tea!) and good conversation.
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Wondering if you can attend this event? NexGen has revisited its definition to be more inclusive. Therefore, there is no longer an age restriction to be part of the NexGen community. If you’re interested in attending a NexGen event, please join us!
For more information on this change and NexGen’s focus,
click here
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Platinum Partner Spotlight: March 2019
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Woodbury Financial Services is in your corner, backing you up with the tools, platforms and strategies to build your business and serve your clients. We believe advisors desire culture, capability and competence. As a Midwest-based firm, we understand the importance of hard work and relationships combined with comprehensive technology tools providing automated marketing systems
(
MyCMO
), electronic client onboarding (
eQuipt
) and the people to help you implement.
Woodbury Financial is p
art of Advisor Group, one of the largest networks of independent wealth management firms in the United States.
Clayton St. George CFP™, CLU, MBA, RVP, Woodbury Financial Services, 651-702-1825, 7755 3
rd Street North, Oakdale, MN 55125
Securities offered through Woodbury Financial Services, Inc (WFS), member FINRA/SIPC.
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Contribute to the newsletter
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If you have a content idea or story you’d like us to consider for an upcoming newsletter, please send it to 2019 PR Committee Chair
Ryan Antkowiak.
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