Jeff Levine, CPA/PFS, CFP®, CWS®, MSA
September chapter meeting: Tax doubleheader
It’s no longer summer and, before we know it, 2019 will soon come to a close. With year end approaching, we’re presenting a special tax-focused chapter meeting this month.

Jeff Levine of will lead us through two timely presentations: a guide to the new 20% pass-through deductions and a session on advanced Roth planning. You’ll gain an understanding of the 199A deduction and the rules governing Roth IRA conversions, as well as how this information can impact your client strategies.

Want to volunteer at Financial Planning Day this fall?
Following this chapter meeting, we’re hosting an optional, interactive workshop with helpful tips for volunteering your time. This training is required for first-time Twin Cities Financial Planning Day volunteers!

Learn more and register for both events. RSVP by 5 p.m. on September 13 to avoid a last-minute registration fee. 
Just around the corner: FPA Annual Conference
October 16-18
The 2019 Financial Planning Association Annual Conference is coming to Minneapolis! This national event is designed to help you source new ideas, step away from your daily grind to access fresh perspectives, and develop your skills and talents.

Don’t miss this rare opportunity to see dozens of nationally renowned speakers from your industry right here in the Twin Cities! Learn more and register.

Save on registration
FPA of MN members are eligible to receive a $150 discount off conference registration. We sent out an email with this discount code on August 22, so check your inbox. If you’re a member and you missed the email, please reach out to
Promote financial literacy at our signature volunteer event
Saturday, November 2
Mark your calendars: The 10th annual Twin Cities Financial Planning Day is happening on Satur day, November 2, at the Wilder Center in Saint Paul.

This free event gives people the chance to meet one-on-one with financial planning professionals and attend presentations on important financial topics.

Financial Planning Day is possible thanks to FPA of MN members volunteering their time to share their expertise with the community. We would love for you to join us!

Volunteering at this event is a great opportunity to make a big impact in a single day. You can stay for the whole event or just a portion based on your schedule.

Email  to learn how you can participate.
Pro Bono Spotlight: Jerry Lund

I began volunteering at Twin Cities Financial Planning Day because I wanted to assist individuals, with perhaps no other access to personal financial planning advice, with their financial questions one-on-one. I also enjoy leading presentations on estate planning. It’s interesting to hear the types of questions people have and provide answers that address their concerns about the transfer of their property and taking care of loved ones.

Financial Planning Day is a wonderful event that I support 100%. The attendees get great advice from all the CFP® volunteers, and I receive so much personal satisfaction from attendees expressing sincere gratitude for the advice and feedback I give. For many, this event allows them to finally talk through stressful financial issues with a professional.

I plan on volunteering at Financial Planning Day every year in addition to participating in other pro bono activities. I encourage other advisors to volunteer for this event, not only to provide advice to people who are very eager to receive it, but also to experience significant personal satisfaction in doing so.
Email  to learn more about the many ways you can use your financial planning expertise to give back.
Save the date for upcoming events
Mark your calendar for these upcoming FPA of MN meetings and events!

Platinum Partner Spotlight: September 2019
In case you missed it, Sit Investment Associates was rated the #1 Mixed Asset fund manager and #1 Taxable Bond fund manager in Barron’s most recent annual ranking of mutual funds .  
And of course, there’s our always popular Sit Minnesota Tax-Free Income Fund (SMTFX) . If you’d like to receive quarterly updates on this fund or other Sit funds, please contact Steve Benjamin at 
See you at the meeting on September 17!
Barron’s 2018 Annual Fund Family Ranking is based on 57 qualifying actively managed U.S. fund families. Rankings are asset-weighted and based on relative one-year performance, before fees and sales loads, across a range of categories. Source: “Barron’s Fund Family Ranking: How the Best Active Managers Performed”, March 11, 2019.
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