Marit Peterson
Jolene Hyppa-Martin
Robert Hofmann
September Chapter Meeting on Eldercare Justice
Register today for the September 18 chapter meeting and optional pro bono workshop
As financial planning professionals, we want to help our clients reach their financial goals. But how can we protect older adults – who may suffer from memory loss or dementia – from the risk of financial exploitation? During this month’s joint meeting with the Minnesota Planned Giving Council, September 18 from 7:30-10 a.m., we will dive into these important topics.

Hour 1: Family Secrets and Stranger Scams: Preventing and Responding to Financial Exploitation
In the first hour, we’ll hear from Marit Peterson of Minnesota Elder Justice about financial exploitation statistics and stories, and important resources to fight against fraud and theft.

Hour 2: Stewarding Donors with Dementia
In the second hour, Jolene Hyppa-Martin and Robert Hofmann of the University of Minnesota Duluth will discuss the warning signs of dementia and provide tips on how to communicate with clients who have dementia.
Optional session: Pro Bono Bootcamp
Following the chapter meeting, we will host an optional, interactive workshop. Through guided small group discussions, attendees will learn background information and helpful tips when engaging in pro bono financial planning.

This training is required for first-time Financial Planning Day volunteers.

Click here to learn more and register for both events. RSVP by 5 p.m. on September 14 to avoid a last-minute registration fee.
Best practices for starting and improving your firm's internship program
Join us on Wednesday, September 26, from 4:30-7 p.m. for a FPA of MN K'Nex event hosted by NexGen: Maximizing Internship Return on Investment.

Open to all members and guests, this session will be led by Luke Howk of Minnesota State University Mankato. You'll learn best practices for implementing an internship program at your firm. We'll review the case for internships, basic components of internship programs, university and legal requirements, challenges for smaller firms, and much more.

Click here to learn more and register for this event. Please RSVP for this event by 5 p.m. on September 24.
Luke Howk
Symposium 2018: Our signature event is just around the corner!
The best-valued financial services conference in the country is coming up! Attend our 2018 Symposium in Minneapolis, October 8-9, to learn from experts, network with like-minded professionals, and earn continuing education credits.

With a keynote from Michael Kitces and presentations from more than 25 other top speakers on a wide range of topics, this year’s event will be another great opportunity to learn and empower your practice.

The last day to register is Saturday, September 15. Make sure to save your spot!

Are you a student or career changer? Apply for a Symposium scholarship by September 15.
Symposium Speaker Spotlight
Leading up to our 2018 Symposium this fall, we are highlighting speakers each month.
Michael Gregory
Attend this year's Symposium and hear from Michael Gregory , founder of Michael Gregory Consulting.

Michael’s session will focus on the processes of de-escalation, communication, conversation, listening, discussion and negotiation. Applying the most current understanding from neuroscience, participants will leave with tools to help them and others de-escalate situations, enhance their listening skills, and become better negotiators.

In addition, participants will learn the 10-step formula for winning solutions that save money, reduce stress, and salvage relationships. All attendees will receive a pocket guide as reference for the future to help resolve conflicts.
2018 Golf & Bocce Outing was a big success
Thanks to everyone who participated in our 2018 Golf & Bocce Outing last month!

More than 125 attendees joined us for the event this year to raise money for a g ood cause: Gillette Children's Specialty Heathcare , which treats nearly 25,000 children annually who have complex conditions, rare disorders, and traumatic injuries.

At the event, a Gillette patient named Brandon and his father joined us to share his story. After being transferred to several different hospitals due to a severe condition, Brandon says he finally found his home away from home at Gillette, helping him live his best life possible.

Share your expertise: Volunteer at Financial Planning Day
The 9th annual Twin Cities Financial Planning Day is coming up on Saturday, October 27, at the Wilder Center in Saint Paul.

This free event gives members of the public the opportunity to meet one-on-one with financial planning professionals to discuss their finances, as well as attend presentations on important financial topics.

If you’re a FPA of MN member who has never attended this event, we strongly encourage you to do so. This is our signature public event, and it is inspiring to see our members volunteer their time on a Saturday to share their expertise with the community.

Please email to learn how you can help.
Be a part of our Membership Committee
The Membership Committee is looking for additional team members to help us engage our current membership and grow our community. As a committee member, you'll help plan special events like the new member socials, promote member benefits, and brainstorm new ideas for member engagement.

For additional information, please reach out to Committee Director Laura Biermann at .
Director Laura Biermann shares information on the Membership Committee
Platinum Partner Spotlight: September 2018
In case you missed it, Sit Investment Associates was rated the #1 tax-exempt bond fund manager in Barron’s most recent annual ranking of mutual funds. At the September 18 FPA of MN meeting, Sit Fixed Income President Mike Brilley will provide an update on the Minnesota Tax-Free Income Fund and the fixed income markets.
Feel free to review our Sit Minnesota Tax-Free Income Fund (SMTFX) fact sheet as well as our quarterly Global Investment Outlook and Strategy. If you’d like to receive either one of these quarterly publications, contact Steve Benjamin at

Barron’s/Lipper 2017 Annual Fund Family Ranking is based on 59 qualifying U.S. fund families. Rankings are asset-weighted and based on relative performance in the fund’s broad category calculated before fees and sales loads. Source: “Barron’s Best Fund Families,” March 10, 2018.
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