From recent legislative changes in the financial and tax landscapes to more and more clients reconsidering how they plan for retirement, there are many different factors and strategies we must consider when guiding our clients through estate planning in 2020.
Our chapter had a busy February line-up last month with five different events!
It started off with our
7th annual Advocacy Day at the state Capitol.
FPA MN members met with legislators, commissioners and Department of Commerce Securities staff to raise awareness for our chapter and learn about their regulatory priorities. View photos here.
If you’re looking for more opportunities to get involved and give back to your community,
check out our Volunteering page here. From teaching a class to joining a task force to presenting on an area of expertise, we’re confident there’s a match for everyone.
Save the date for upcoming events
Mark your calendar for these upcoming FPA MN meetings and events!
We take a customized approach to asset management, focusing on the client’s goals to build a portfolio that is unique to their needs. We are active portfolio managers utilizing individual securities to construct portfolios. Strategies like tax planning, estate planning, concentrated stock management, and SRI or faith-based investing are developed in partnership with the advisor and executed to the client’s specifications.
To learn more,
view our resources or meet with one of our portfolio managers by calling 651-251-1000.