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News from FPA of Minnesota
July 5, 2022
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July Chapter Meeting: Monetary policy and macroeconomic theory
Tuesday, July 19, from 11 a.m.-2:15 p.m.
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Calling all monetary and fiscal policy enthusiasts!
At July’s chapter meeting, we are thrilled to have a distinguished author and award-winning economist, Dr. Lacy Hunt, join us to talk about the economy. His presentation will cover the effectiveness of monetary policy tools, in particular yield curve control, and fiscal policy.
Dr. Hunt currently serves as the executive vice president and chief economist of Hoisington Investment Management Company. This firm manages over $5 billion for pension funds, endowments, insurance companies and more. He is a former senior economist from the Federal Reserve Bank of Dallas.
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Chapter meetings are held at the beautiful Metropolitan Ballroom & Clubroom in Golden Valley. You are also welcome to attend remotely. |
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Summertime means social hours alfresco!
Tuesday, July 12, from 4-6 p.m.
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Our Summer Social Series is in full swing! Join us for our next outdoor happy hour on July 12 at the Bauhaus Brew Labs – the pub that prides itself on intertwining "work, play and celebration."
These gatherings are a lively way to meet fellow FPA members and build strong bonds within our chapter.
Future summer socials:
Summer Social Series events are free, but registration is required. Each attendee will receive two complimentary drink tickets. See you there!
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Mark your calendar: NexGen Virtual Casual Coffee Social
Wednesday, July 27, from 8-9 a.m.
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Are you looking for ways to meet like-minded financial professionals without having to leave the comfort of your office? This month's virtual NexGen get-together is a great opportunity to see familiar faces and learn more about each other over a steaming cup of your favorite coffee.
An RSVP is required, but there is no cost. Email Jessica Hawthorne to learn more and sign up. |
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NexGen Summit: Network. Learn. Make lasting connections.
Thursday, July 28, 11 a.m.-6:30 p.m.
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If you'd like to build your network and collaborate with peers, don't miss this year's NexGen Summit at the Rourke Training Center. Discussions will focus on pressing industry topics and questions that are explored in breakout sessions. You'll leave with a valuable experience, knowledge and connections plus a complimentary professional headshot.
Attend the summit to learn how to:
- Structure your marketing efforts,
- Develop center of influence (COI) relationships, and
- Create a polished and authentic elevator speech.
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Member Shoutout: Nick Gearhart
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While in college, Nick experienced the institutional side of finance. Not convinced that it was the right fit, in 2016, Nick attended FPA MN's financial planning days, shadowed certified financial planner practitioners and then chose financial planning as his career.
"Financial planning allows me to apply my interest and knowledge in personal finance to help others align their wealth, passions and purpose to pursue a richer life."
Nick's chapter involvement includes:
- Career Development Committee since 2018, chair/director 2020 to present
- DEI Committee and Task Force
- Pro bono financial planning
- Angel Foundation's financial cancer care program involvement since 2020
Frigid winters have been exchanged for blazing summers as Nick has recently relocated to Arizona to join his girlfriend in The Valley.
"I'll miss the FPA community here. I'm fortunate that my career started in Minnesota, where there's a strong financial planning presence and support from allied professionals. I look forward to bringing my experiences to the FPA of Greater Phoenix. Let's stay in touch and meet up at future FPA national events."
Are you interested in learning more about FPA MN's committees? Find out how you can get involved here. |
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Sign up now for the upcoming golf and bocce ball tournament
Monday, Aug. 8, from 11 a.m.-6:15 p.m.
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Let's take advantage of this beautiful weather! Join us in early August for a favorite tradition – FPA MN's annual Golf and Bocce Tournament at Bunker Hill Golf Club in Coon Rapids.
Who can resist taking a leisurely day off to enjoy an easy-going round of golf or game of bocce ball. This tournament is one of the best times to network and spend time with financial professionals from around the state!
There is a Scramble-style format for golfers of all abilities. Meanwhile for non-golfers, we've scheduled a bocce ball tournament. Everyone is welcome!
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Mark your calendar: ASCEND Conference is right around the corner
Oct. 10-11
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ASCEND, one of the country's largest regional conferences for financial professionals, is officially open for registration!
This popular event is known for providing incredible value, meaningful content and insightful speakers.
Attend the conference to:
- Enhance your practice by learning from the nation's top speakers
- Earn continuing education credits in an engaging atmosphere
- Gain invaluable insight through discussions in the advanced planning and practice management tracks
- Learn what it takes to be a leader in our field
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Save the date for upcoming events |
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As the temperature increases, so do the number of ways to spend time with FPA members. Make sure to mark your calendar for these upcoming socials, meetings and ways to have some fun!
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Partner spotlight: July 2022 |
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MNSAVES Minnesota 529 College Saving Plan is the official 529 plan for the state of Minnesota.
MNSAVES provides a broad range of highly rated, low-cost investment options backed by an unwavering commitment to service, making it the right higher education saving choice for advisors and their clients.
MNSAVES is a Direct Plan that excels in the selection criteria advisors favor:
• Passive portfolios including pre-packaged, enrollment year based strategies
• Rigorous fundamental selection process with independent review
• Expenses about a fourth of the national average for all 529 plans
• State Tax Benefit
• Dedicated advisor support team
• Proven client-ready educational materials
• Second Annual ‘Best In Class’ Morningstar rating
For more information contact Chris McLeod, the MNSAVES College Savings Consultant, at 952-830-3127, [email protected], or visit our website at mnsaves.org. |
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