Marilyn Mohrman-Gillis
March chapter meeting: Racial diversity in financial planning
Tuesday, March 19, at 11:30 a.m.
Diversity makes our industry stronger. Having varying perspectives at the table opens organizations up to new ideas and approaches.

At our upcoming chapter meeting, we’ll dive into this important topic. Marilyn Mohrman-Gillis, executive director of the CFP Board Center for Financial Planning, will lead a research-based presentation on the causes attributed to the lack of racial diversity in financial planning and ways that firms and practitioners can address the disparity. 

Click here for event and registration information. RSVP by 5 p.m. on March 15 to avoid a last-minute registration fee.
Event recaps: FPA members participate in Advocacy Day and Career Day
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.
Jason Kley, Brian Edstrom, Commissioner Steve Kelley, and Financial Planning Association Director of Advocacy Karen Nystrom.
This year's Career Day event helped students and career changers learn about the industry and our chapter.
Media mastery: Increase your visibility and enhance your brand
Tuesday, March 26, at 2:30 p.m .
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.

Learn how to best work with the media - and gain access to FPA MediaSource - through our upcoming webinar on media training on March 26.

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.

Network with NexGen members over coffee
Wednesday, March 27, from 7:30-9 a.m.
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.

No registration is required for this free event. Click here to add it to your Google Calendar.
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 .

Platinum Partner Spotlight: March 2019
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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