News from FPA of Minnesota

Your Partner in Planning

October 3, 2023

Collaboration call: Strengthening FPA MN through contribution and connection

Tuesday, Oct. 17 and Wednesday, Oct. 25

Virtual Meeting

Not to miss: October's social events

2023 NexGen Summit

Friday, Oct. 6, from 11 a.m.-4 p.m.

Join us at FPA MN's fourth Summit, which is happening at the same time and location as Career Day. Each year, the NexGen Committee hosts the Summit to build connections with peers and explore industry topics.

Attend NexGen's workshop, "Making Networking Suck Less," to learn an easier approach to mingling and, in the second session, learn from a panel of experts the ins and outs of becoming a stakeholder in a financial planning firm, ownership responsibilities and positioning strategies.

Come network, learn and collaborate with Minnesota's finest financial professionals.

Registration ends today!

16th Annual Career Day

Friday, Oct. 6, from 11 a.m.-4 p.m.

Career Day brings together established financial planning professionals and those newer to the profession with a day of speakers, workshops, discussions and interviews.

Registration has closed for this event.

Happy Hour at The Gnome Craft Pub

Friday, Oct. 6, from 4-6 p.m.

Kick back and relax with other FPA MN members, financial planners and aspiring planners at The Gnome Craft Pub in St. Paul. There is no cost to attend this Happy Hour reception.

More information.

DEI Happy Hour

Wednesday, Oct. 11, from 4:30-6:30 p.m.

You’re invited to the DEI Happy Hour at Carlson Towers in Minnetonka. This event is complimentary and open to FPA members, partners and non-members. We'll have you covered with food, drinks and good company!

Please register to attend.

NexGen Casual Coffee Social

Thursday, Oct. 26, from 8-9 a.m.

Mark your calendars! On October 26, NexGen is picking up the tab at Spyhouse Coffee Roasters in Minneapolis. Our chapter's coffee socials are a fun and relaxed way for members to get to know each other. There's no cost to attend.

More information.

ASCEND Conference speaker spotlight: Amy Florian

Keynote Speaker Wednesday, Nov. 8

FPA MN's November ASCEND Conference is filled with incredible sessions from insightful speakers, such as keynote presenter Amy Florian.

Florian is the CEO of Corgenius and an expert in life transition. She's an acclaimed speaker and award winner, publishing multi-award-winning books and over 250 articles.

Life has been disrupted in ways we never imagined, and in times of crisis, stress, and uncertainty, you need more than financial smarts! Florian joins our conference to discuss understanding clients' emotional experiences, communication skills and strategies to help them cope.

Her presentation explains:

• The six triggers of grief that are in play in our current situation
• What to say to someone facing emotional times of transition, stress, loss or grief
• How to manage your stress with scientifically backed self-care techniques

Learn more and view the full agenda here.

Member shoutout: Kristy Gusick

In October, we're celebrating Kristy Gusick, who's been an active FPA MN member for over a decade. Kristy's been on the public relations committee since 2010, is a speaker and past board member, and regularly attends meetings. 

"I joined FPA to meet like-minded people, stay updated on industry trends, and have an opportunity to give back to the community. I wholeheartedly believe in the importance of the financial planning process. It is so powerful to have guidance from a professional who truly understands personal and financial objectives and then works to create and execute a plan that helps to reach goals." 

Founder and CEO of Align Marketing Group, Kristy shines as a prominent figure in helping financial advisory and accounting firms with targeted marketing plans. Align Marketing Group specializes in supporting companies in a similar way to that of financial planners assisting their clients. 

"We begin by clearly understanding objectives and then collaboratively develop and implement a marketing strategy to achieve those objectives. When you know where you’re at - and where you’re going - you’re empowered to get there."

Kristy's journey within the organization is a testament to her passion for the financial industry. We thank you for enhancing FPA MN's communications and outreach efforts and your dedication to driving positive change.

Learn more about the public relations committee here. 

Upcoming events and deadlines

• 16th Annual Career Day - Oct. 6
• NexGen Summit - Oct. 6
• Happy Hour at The Gnome Craft Pub - Oct. 6
• DEI Happy Hour at Carlson Towers - Oct. 11
• NexGen Casual Coffee Social - Oct. 26
• 2023 ASCEND Conference - Nov. 7-8
• Chapter Meeting - Nov. 21