September chapter meeting: The future of financial advice, business value of diversity
Tuesday, Sept. 21, from 7:30-10 a.m.
What does the future hold for financial planning? What is the business value of diversity?
Join this month’s virtual chapter meeting to learn ways to provide more value to clients both today and tomorrow.
Our September meeting will feature a presentation by Ajamu Loving, PhD., CFP®, assistant professor of finance at University of North Texas at Dallas, about what factors are shaping the current landscape and will grow more important in the years to come. The second hour presentation will focus understanding diversity in our industry, and how different individuals from different backgrounds may change the way advisors are expected to serve clients.
Are you a CFP® professional looking to make a difference? We hope you’ll volunteer and help us provide free financial consultations to fellow Minnesotans during our weeklong event. You can choose to participate virtually Oct. 4-8 or in person at the Wilder Center in Saint Paul on Oct. 9.
If you'd like to volunteer, please sign up here, and make sure to complete Pro Bono training prior to the event.
Reach out to FPA MN Volunteer Coordinator Cameron DeKruif at email@example.com with questions or to request additional information and get involved!
ASCEND Conference speaker spotlight: Sophia Bera
Monday-Wednesday, Oct. 25-27, 2021
Our ASCEND Conference in October will be filled with incredible presentations from insightful speakers – including Sophia Bera.
Sophia is a Minnesota native and founder of the financial planning firm Gen Y Planning, where she serves clients in their 20s, 30s and 40s.
She’ll join our conference to cover how you can best attract and retain Gen X and Millennial clients. Her presentation will explain:
What drives young clients to hire a financial planner
We had so much fun in August, we’re having another in-person social right back at Bauhaus Brew Labs in Northeast, Minneapolis.
If you were one of the many that made it out in August, please come out again and if you missed it, come out this time around for the reboot! The brewery is very spacious so please come if you are comfortable.
Sit Investment Associates provides quality investment management expertise in domestic and international growth equities and fixed income. Investment management services are offered across four channels: Separate Accounts, Private Investment Funds, Collective Investment Funds, and Mutual Funds. We take pride in serving as a true extension of our clients’ operations, providing highly individualized service in an increasingly challenging economic and financial environment.