|
News from FPA of Minnesota
April 11, 2022
|
|
April Chapter Meeting: A look at our current trust and estate environment
Tuesday, April 19, from 7-10 a.m.
|
|
|
As the baby boomer generation ages, the estimated $72.6 trillion wealth transfer over the next 25 years presents a major planning opportunity for the advisor community.
|
|
Increasing Diversity, Equity and Inclusion: Join our DEI Social!
Wednesday, April 27, from 4-7 p.m.
|
|
Do you want to expand your network and help diversify our chapter?
You are invited to join our next Diversity, Equity and Inclusion (DEI) Social at Pimento in Minneapolis! These new socials are a chance for us to meet in person and discuss how we can make our chapter, respective organizations and industry at-large more inclusive.
|
|
|
Member shoutout: Mai Yang
|
|
This month, we'd like to celebrate a fantastic FPA MN member who is making our chapter better: Mai Yang.
Mai was first exposed to financial planning during high school business courses. After graduating from the University of Wisconsin-Madison with a degree in personal finance, she wasn't completely sure what she wanted to do until she answered a Craigslist ad to join Sterling Retirement Resources. She started as an administrative assistant, learning as much as she could about the industry, and steadily grew in her career.
The new committee's immediate focus is to bring more people of color into the financial planning profession and host chapter-wide events (like this month's DEI Social) for all members to discuss how we can make our chapter, businesses and industry more inclusive.
Thank you, Mai, for your leadership and dedication!
|
|
|
Recap: Another great month of March Madness
|
|
Thank you to everyone who participated in our March Madness activities last month!
Dozens of chapter members joined us for a fun March Madness event at Optimal Performance Golf in Maple Grove.
We also had 25 people participate in our annual March Madness bracket challenge. Congratulations to Jay Brown for taking first place in this year's challenge!
|
|
|
Mark your calendar: NexGen Casual Coffee Social
Thursday, April 28, from 8-9 a.m.
|
|
Join us for this month's coffee social at Claddagh Coffee in Saint Paul. It'll be a great, casual way to meet up with members, have a cup of coffee and get to know each other.
An RSVP is required but there is no cost. Email Jessica Hawthorne to learn more and sign up.
|
|
|
Save the date for upcoming events
|
|
Mark your calendar for these events on the horizon!
|
|
|
Partner Spotlight: April 2022
|
|
At Fairway Independent Mortgage, we are proud to build lifelong relationships with our clients through the mortgage process. As we customize the programs to each client’s goals, we are able to improve their liquidity, protect their assets, create generational wealth or many other possibilities that can relieve financial stress. We work with a diverse array of clients from first time home buyers to experienced real estate investors. Through education, consultation and support, we aim to help our clients reach their purchase, refinance or reverse mortgage goals.
|
|
|
|
|
|
|