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News from FPA of Minnesota
April 6, 2021
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Virtual chapter meeting: Practice acquisition panel
Tuesday, April 20, from 7:30-10 a.m.
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What are best practices when buying or selling a financial planning business? During this month’s chapter meeting, we’ll hear from a number of advisors who have acquired or sold their practice. The conversation will go beyond the numbers and provide insight on how to better understand a business’ value, the different ways to structure a transition and how to find a succession partnership that is mutually beneficial.
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Panelists Dawn Dahlby-Jurkovich, Matt Gulbransen, Tyler Hirth,Nathan Running and moderator Andy Lucking
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There's still time to purchase your 2021 season ticket! For $199, you can attend 7 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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Explore job opportunities or recruit talent at our virtual Career Day
Friday, April 23, from 8:30 a.m.-3 p.m.
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Our annual Career Day streamlines the recruiting and job application process by connecting employers and professionals in the financial planning industry. This ideal forum for career exploration and talent acquisition features presentations, workshops, interviews and other fantastic programming.
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Last year's in-person event
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Upcoming virtual ethics sessions this spring
Sessions will be held on Thursday, April 29, and Wednesday, May 5
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We are hosting two upcoming virtual ethics sessions: one for CFP® Ethics CE and one offering Minnesota Insurance Ethics CE.
This is a great opportunity to receive your Ethics CE this spring!
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Melissa Kemp, CFP®, AEP®, CAP®, CNAP®
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(Virtual) Casual Coffee Social - Network and connect with colleagues and industry professionals
Wednesday, April 28, from 8-9 a.m.
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Mark your calendar for a monthly morning cup of joe —a time for you to network and connect with fellow FPA members and financial planning pros.
This is a casual opportunity to get together virtually, catch up, and cultivate professional relationships. Our reoccurring casual coffee social seeks to foster a more inclusive and valuable network of industry colleagues, so feel free to invite co-workers and friends to our monthly get together.
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Message from our president: FPA recap and spring preview
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The first quarter of 2021 is now behind us. What is coming up this spring for the FPA?
Our President Ryan Antkowiak is here to give you a bite-sized recap of recent chapter activities – and preview some exciting events on the horizon – in this new video.
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Save the date for upcoming events
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Mark your calendar for these virtual events on the horizon!
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Partner Spotlight: April 2021
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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.
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