News from FPA of Minnesota

September 6, 2022

September Chapter Meeting: Narrowing the racial wealth gap; CFP® Board updates

Tuesday, Sept. 20, from 7-10 a.m.

Kamila Elliott, CFP®

Collective Wealth Partners CEO and Founder, CFP Board Chair

Once the cultural context of why disparities exist is understood, planners can help to narrow the racial wealth gap.

In the first hour of this month's meeting, Kamila Elliot, CEO and Founder of Collective Wealth Partners, discusses the research and resulting paper, "Two American Financial Plans: The Next 50 Years of the Racial Wealth Gap and What You Can Do About It." She'll explain the systemic and historical context of the racial wealth gap and provide advice about how CFP® professionals can help clients of color dramatically narrow or even eliminate the racial wealth gap for themselves.

Next, the CFP® Board will provide an update to participants.

We look forward to seeing you!

Learn more and register here for September's chapter meeting. There is no cost for members to attend if signed up by 5 p.m. on Sept. 16. 

Chapter meetings are hosted in person at the beautiful Metropolitan Ballroom & Clubroom in Golden Valley. You can also join remotely if you prefer.

Not to miss: Social events this month

Sept. 13 and 29 

It's the two-month countdown of our Summer Social Series! 

Kick back and relax with other FPA MN members at the Bauhaus Brew Labs on Sept. 13 from 4-6 p.m. There is no cost to attend the happy hour, and each attendee will receive two complimentary drink tickets. Skol!

Registration is required.

Mark your calendar: NexGen Virtual Coffee Social 

This month's NexGen Virtual Coffee Social is a simple way to see familiar faces. So get that coffee perking and join us on Sept. 29 from 8-9 a.m. to share ideas and connect with fellow financial planning professionals.

There is no cost to attend. Please email Jessica Hawthorne to learn more and sign up.

Cybersecurity & Privacy Panel: You've been hacked!

Thursday, Sept. 22, from 3-4:30 p.m.

You were careful.

You did all the right things.

But the unthinkable happened.

Your business was hacked!

Over the years, the number, size and magnitude of cybersecurity breaches have grown exponentially, and damages from cyberattacks have cost trillions of dollars. 

On Sept. 22, join us for an enlightening session as panelists Matt Boos and Michael DuPree and moderator Keith Loveland, explain the National Institute of Standards and Technology (NIST) Cybersecurity Framework. You'll learn how it's used to help businesses manage and reduce their cybersecurity risk and protect and secure networks and data.

From phishing to malware, this panel discussion covers preventative measures, and what to do during and after a cyber event. 

More information and registration for this cybersecurity session is found here.

Matt Boos

Shareholder, Fredrikson & Byron, P.A.

Michael DuPree, Pure Tech Solutions

Member shoutout: Keith Loveland

This month we're celebrating a long-time member of our FPA MN community, Keith Loveland, the owner of Keith Loveland Consulting.

Keith has been an active part of our chapter for nearly 40 years, and he's volunteered on several committees, such as Professional Issues (FPA MN) and Ethics and Disciplinary (FPA). His involvement includes CFP® ethics training, assisting with FPA MN's Advocacy Day, and serving on the FPA Board of Directors and PAC.

"My participation will continue for years to come as I've made life-long friendships with financial planners, allied professionals and regulators. I enjoy being part of initiatives that raise the standards of our profession, especially initiatives that include a more robust fiduciary standard of care and ones that move us toward a focus on CFP® certificants."

"It's an honor and privilege for me to be associated with the hundreds of FPA of Minnesota members who share my passion for financial planning. Those who are forward-thinking and solutions-oriented are my kind of people."

Are you interested in learning more about FPA MN's committees? Find out how you can get involved here.

Keith Loveland, JD, AIFA®, CIDA®

Keith Loveland Consulting

ASCEND Conference: Be an exhibitor to more than 650 attendees

Monday-Tuesday, Oct. 10-11

FPA MN members are supported by exceptional partners who offset the cost of delivering benefits. Chapter partners help to build our community of financial planning professionals through their commitment to the association and its mission.

FPA MN offers five levels of partnership. In addition to a long and exciting list of marketing and networking benefits, Diamond, Platinum, Gold and Silver partnerships offer ASCEND Conference exhibition.

To ensure your place in the main stage room, join FPA MN's group of partners by Sept. 30. Learn more about the 2022 Partnership Packages here.

ASCEND Conference speaker spotlight: Meghaan Lurtz

Oct. 10 keynote speaker

How do you rate your ability to ask the right questions, at the most opportune times, to your clients?

What are the question-asking pitfalls to avoid?

The ASCEND Conference commences on Oct. 10 with acclaimed financial psychology writer, researcher, professor, and lecturer Meghaan Lurtz. In her must-see presentation, Lurtz will discuss specific questions advisors should ask throughout the seven financial planning steps.

View the full conference agenda.

Learn more about the ASCEND Conference here.

Meghaan Lurtz, Ph.D., FBS®

Kansas State University Professor of Practice, Columbia University lecturer, writer/researcher

The cost of registration for the ASCEND Conference will increase soon.

Register before Sept. 15 to save!

Sign up reminder: MN Financial Planning Days is successful because of volunteers like you

Oct. 1 (in-person) Oct. 4-6 (virtual) 

We need your expertise!

Are you a CFP® professional looking to make a difference? We hope you'll volunteer and help us provide free financial consultations to fellow Minnesotans during our weeklong event. You can choose to participate in person at the Wilder Center in Saint Paul on Oct. 1 and virtually on Oct. 4-6.

If you'd like to volunteer, please sign up here and complete FPA's free Pro Bono Financial Planning Training Course before the event.

Save the date for upcoming events

Mark your calendar for these upcoming events!

Partner spotlight: September 2022

Stonebridge Capital Advisors is a Minnesota-based investment management firm serving advisors and their clients since 1997. We actively partner with advisors to develop long-term strategies that meet their client's individual goals. Our team works closely with advisor partners in determining the appropriate investment objectives while simultaneously identifying opportunities for their clients. 

We are dedicated to creating an environment where our advisor partners have the ability to focus on growing their business while utilizing Stonebridge as their trusted third-party asset manager.

FPA of Minnesota | 763.781.1212 |
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