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News from
FPA
of Minnesota
July 9, 2019
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July chapter meeting: Modern estate planning + everyday ethics
Tuesday, July 16, 8:30 a.m.-2 p.m.
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Modern estate planning
11:30 a.m.-2 p.m.
In an increasingly paperless world, many important files, accounts and resources are only available online. So, what happens after someone passes away?
Optional session: Everyday ethics - Minnesota Insurance ethics CE available
9-11 a.m.
We're kicking off our chapter meeting with a session on common ethics issues. Led by
John Comer, CFP®, of
Comer Consulting and
Matt Boos, J.D., of
Fredrikson & Byron, this presentation will dive into relevant ethics situations that come up in our profession and share interesting case study examples.
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Save on registration for the FPA Annual Conference
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FPA’s
Annual Conference
is an outstanding national event – and this year it’ll be held in Minneapolis, October 16-18!
Early bird pricing runs now through July 26
, so we recommend you sign up soon to receive the discount.
In addition to early bird pricing, there are several other ways to save.
Are you already an FPA of MN member?
Our local FPA of MN chapter has access to a special $150 discount on conference registration. When combined with the existing early bird and FPA of MN member pricing, this discount could
help bring the $1,299 conference price down to $549!
This discount has limited availability, so we recommend registering soon. We sent out a special email with this discount code on Friday, June 7, so check your inbox. If you’re a member and you missed the email, please reach out to
[email protected]
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Not an FPA member?
On top of the discounts for current FPA of MN members, right now first-time FPA members can save an additional $200 on dues and $150 on registration for the conference. That means that if you become a member and sign up for the conference before July 26, you’ll be able to save approximately $800 on member dues and registration!
Click here to learn more
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Networking social for new members
Tuesday, July 23, 5-7:30 p.m.
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At FPA of MN, we are very grateful for our many active members who make our chapter what it is. We’re especially thankful for our newer members who recently joined our chapter.
As a thank you to these newer members, we invite you to our
First Year Member Networking Social at
Copperwing Distillery in St. Louis Park later this month. Enjoy appetizer, a craft cocktail and a tour of the microdistillery on us. Plus, get to know fellow members, board members, officers and past presidents!
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Golf outing
Monday, August 26,11 a.m.-5:15 p.m.
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July coffee social
Wednesday, July 24, 7:30-9 a.m.
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NexGen is hosting its next
casual coffee social soon at Peoples Organic in Edina. These regular meet-ups are a great chance to get to know members at a smaller gathering. Plus, NexGen events are perfect for students or financial planners early in their career.
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Save the date for upcoming events
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Mark your calendar for these upcoming FPA of MN meetings and events!
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Platinum Partner Spotlight: July 2019
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Only Schwab has been in the trenches with independent financial advisors for over 30 years. We have been a tireless advocate for the independent model and have committed thousands of people and millions in resources to make sure independent advisors have everything they need to grow and succeed.
Today, our entire business is built to fuel the independent spirit of advisors, from your first steps toward establishing an independent firm through your tireless efforts to put clients first. We’re always looking out for what’s next and innovating on behalf of advisors. Visit
advisorservices.schwab.com to learn more.
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