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News from FPA of Minnesota
March 2, 2021
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Virtual chapter meeting: Life planning, mindfulness and a golden civilization
Tuesday, March 16, from 11:30 a.m.-2 p.m.
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The most successful advisor interactions happen when financial planners take the time to actively listen to and understand their clients’ needs. The topic of our virtual chapter meeting in March stems from this concept, with our special guest speaker focusing on the importance of life planning and true mindfulness.
On March 16, George Kinder, an author, speaker, meditation teacher and father of the life planning movement in financial advice, will share his original expertise on life planning work and its critical basis in mindfulness. Kinder will also detail the effectiveness of deep listening and strong communications skills and explore the power that interactive visioning can hold for anyone.
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It's time to purchase your 2021 season ticket! For $199, you can attend 10 regular chapter meetings (also all Virtual Lunch n' Learn Webinars and NexGen K'Nex Virtual Events) and receive two guest passes. Learn more here.
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Mark your calendar: Our 8th annual Virtual Advocacy Day is April 7
Wednesday, April 7, from 12:30-2 p.m.
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Like most traditions, this year’s annual Advocacy Day for FPA MN will look a little different!
Rather than advocating in-person in the halls of the state Capitol, this year FPA MN’s Professional Issues Committee will lead efforts to raise awareness for the financial planning industry from the comfort of home. They will need your support!
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Are you looking to hire? Looking to be hired? FPA Career Day is designed to simplify the process for you!
Friday, April 23, from 8:30 a.m.-3 p.m.
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Our 14th annual virtual Career Day event is coming up on April 23!
This small-group virtual career fair brings together both aspiring and experienced financial planners for workshops, presentations, networking and interviews. Whether you’re looking to hire or to be hired, this event is a great opportunity.
We encourage you to learn more and sign up! Register here. This event is limited to 10 firms, so employers should register as soon as possible. Students and career changers should sign up before April 16 to ensure they have an opportunity to interview with employers. |
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Last year's in-person event |
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Share your expertise to help people diagnosed with cancer |
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The Angel Foundation is a local nonprofit that provides financial and emotional support to adults with cancer and their families. This organization’s work is very important – that’s why our chapter is a proud partner of their Financial Cancer Care program!
Under this pilot program, financial advisors volunteer their time to help cancer patients and their caregivers create a plan to manage the long-term financial burdens of a cancer diagnosis.
Here's what some volunteer advisors have said about the experience:
- “Overall knowing that I am able provide guidance, a plan and help someone who has gone through the unimaginable is why I became a financial advisor”
- “Angel Foundation has recognized the strain of financial stress and the impact it can have on healing.”
Interested in getting involved? Contact Financial Cancer Care Program Manager Alli Midwinter at amidwinter@mnangel.org to learn more and request an application.
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All are welcome at FPA MN NexGen’s virtual casual coffee social
Wednesday, March 24, from 8-9 a.m.
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Been meaning to catch up with your fellow industry professionals? We have the perfect opportunity for you. Whether it is your first year with FPA MN or you’re a well-seasoned association pro, everyone is welcome (and encouraged!) to join their fellow members for a virtual cup of coffee on Wednesday, March 24, at 8 a.m.
NexGen’s casual coffee socials are a great way for people to see each other’s faces, catch up, and get to know each other.
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Benefits of FPA MN membership |
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Between a robust network of talented planning professionals totaling nearly 26,000 to monthly chapter meetings that offer outstanding continuing education programming to unique events and opportunities, FPA MN members have access to quite a few perks. Check here to confirm you are tapping into them all!
If you know a fellow financial planning professional who is not yet involved with FPA MN, feel free to send them our way. We’d love to connect! |
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Member shoutout: Ron Evans |
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This month we're shining a light on a long-time member of our FPA MN community, Ron Evans.
Ron has been a part of our chapter for more than 15 years and he's volunteered on a variety of committees. He currently serves as the Secretary/Treasurer of our chapter and has helped lead us through the pandemic and all the challenges it has presented. We are so thankful for his expertise and passion!
After helping many clients reach their financial goals, Ron recently retired from his position at QA Wealth Management. Congratulations on your well-earned retirement, Ron!
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Interested in serving on the FPA MN executive committee? We're looking for someone to fill Ron's shoes as Secretary/Treasurer given his retirement. Email office@fpamn.org to learn more.
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Save the date for upcoming events |
Mark your calendar for these virtual events on the horizon!
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Partner Spotlight: March 2021 |
Bringing 24 years of experience in mortgage consulting and financial planning, Nicole Rosandich Meeker is known for her big-picture approach to home financing. As a Certified Financial Planner™, she helps clients look at their long- and short-term financial real estate goals, then implements specific strategies to achieve the desired results. Nicole and her husband live in Minneapolis, with their two dogs and cat. In a non COVID-19 world, you can find her exploring the food scene and enjoying local theater. |
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