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News from
FPA
of Minnesota
April 2, 2019
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April chapter meeting: Diving into our industry
Tuesday, April 23, at 7:30 a.m.
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This stacked lineup will kick off with a presentation from
Bob Veres, editor and publisher of
Inside Information, on the future of the financial planning profession and the top 10 trends to prepare for.
In the second hour, Veres will explore the six dimensions of client service. This will include ways to measure and manage client service components, as well as intentionally create more engaged clients.
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Special ethics meeting
The CFP® Board recently changed its ethics standards. Immediately following the April chapter meeting, there will be a special session on these revisions.
Presenter
Dan Candura
, founder of
Candura Group
, will explain the revised standards and provide examples of how this could apply to the work you do each day. Attendees with CFP, CIMA and NASBA/CPA designations will receive two hours of Ethics CE.
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Our Pro Bono Committee helps organize events across the Twin Cities, as well as facilitate pro bono requests within our community. Many of these requests are from Minnesota families struggling financially after an unexpected medical diagnosis.
Pro Bono Committee Chair Tiffany Walker stopped by
KARE 11 recently to share financial tips for families experiencing a medical crisis and how the FPA helps those in need.
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New members – we appreciate you!
Tuesday, April 30, at 5 p.m.
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Calling all first-year FPA of MN members: You’re invited to a networking social, hosted just for you!
To express our gratitude for joining our chapter, you are invited to join us on Tuesday, April 30, from 5-7:30 p.m. at
Pinstripes in Edina
. You’ll enjoy hors d’oeuvres, beverages and great conversations with fellow first-year members, board members, officers and past presidents.
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Announced last year, the
OneFPA Network
is a collaborative effort among all FPA communities to deliver a consistent and indispensable member experience, drive more alignment and integration, and empower volunteer leaders.
Since the announcement, FPA National launched listening tours with chapters across the country to collect feedback. Our Minnesota chapter joined a listening tour session in late 2018 and since then, members of our local board have participated in multiple focus groups, worked with other FPA chapters, held direct conversations with FPA National Board members and staff, and secured representation on FPA National's Technology Task Force. Through these channels, our chapter has voiced comments and asked thoughtful questions about the plan.
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Your referral is the best compliment you could give FPA, and we are so thankful for your support!
Between now and April 30, those who refer a new CFP® Professional or Allied Professional member will receive $25 off next year’s dues and the professional you refer will receive $200 off their first year membership dues.
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Save the date for upcoming events
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Mark your calendar for these upcoming FPA of MN meetings and events!
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Platinum Partner Spotlight: April 2019
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Founded in 1931 and based in Saint Paul,
Mairs & Power is Minnesota’s oldest investment firm under private ownership and management. The firm manages more than $8.5 billion AUM in separately managed accounts and three mutual funds - the Mairs & Power Growth Fund, Balanced Fund and Small Cap Fund. Grounded in a long-term investing philosophy, the advisor looks first to companies headquartered in the Upper Midwest who exhibit consistent, above average growth.
At the April 23
rd chapter meeting, Mairs & Power will have Ron Kaliebe, portfolio manager of the Mairs & Power Balanced Fund, give a short presentation on investing in a volatile market and what its return means for investors.
Learn more at mairsandpower.com
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Contribute to the newsletter
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If you have a content idea or story you’d like us to consider for an upcoming newsletter, please send it to 2019 PR Committee Chair
Ryan Antkowiak.
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