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June 2020

FPAMN Virtual K’Nex – June 3

June 3 @ 12:00 pm - 1:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN K'Nex event facilitated by NexGen - Open to Everyone SECURE ACT – Practical Financial and Estate Planning Strategies presented by Marcus Urlaub Marcus will explain how financial planners can guide their clients through the challenges and opportunities presented by the SECURE Act, recently signed into law, to help clients coordinate their financial and estate plans. He will consider how the Act’s 10-year rule affects trusts and individual beneficiaries; how to plan for young beneficiaries, spendthrift beneficiaries, divorces,…

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Virtual Chapter Meeting – June 16 – 7:30 am

June 16 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Recruiting and Managing Talent for Your Firm in a Post COVID-19 World Presenter: Caleb Brown Thanks to our June Host & Platinum Partner: Jensen Investments

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FPA of MN NexGen Virtual Casual Coffee Social – June 24

June 24 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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July 2020

Chapter Meeting – July 21 – 11:30 am

July 21 @ 11:30 am - 2:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

HR 1: Planning for the Big Four Financial Challenges of Aging HR 2: Implementing Health Care into Wealth Care Presenter: Carolyn McClanahan, M.D., CFP® Thanks to our July Host & Platinum Partner: Allianz Life Insurance Company

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FPA of MN NexGen Virtual Casual Coffee Social – July 29

July 29 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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August 2020

Chapter Meeting – August 18 – 11:30 am

August 18 @ 11:30 am - 2:00 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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Estate Planning Issues for 2020 Panelists: Sheryl Morrison and Mike Sampson - Rachel Dahl, moderator Thanks to our August Host & Platinum Partner: Stonebridge Capital

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FPA of MN NexGen Virtual Casual Coffee Social – August 26

August 26 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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September 2020

Chapter Meeting – September 15 – 7:30 am

September 15 @ 7:30 am - 10:00 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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HR 1: Practical Ideas for Reducing Friction and Strengthening Resilience of the Client HR 2: Exquisite Listening Presenter: Ted Klontz Thanks to our September Host & Platinum Partner Sit Mutual Funds

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Pro Bono Workshop: September 15 – 10:15 – 11:15 am

September 15 @ 10:15 am - 11:15 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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Join us on September 15th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: . Select this Optional Item during your registration. 10:15 - 11:15 am - Main Room Golden Valley Country Club

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FPA Golf & Bocce Outing – September 21

September 21 @ 11:00 am - 6:15 pm
Brackett’s Crossing Country Club, 17976 Judicial Rd
Lakeville, MN 55044 United States
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Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota Annual Golf & Bocce Tournament Updated: April 8, 2020 The FPA of Minnesota Annual Golf & Bocce Tournament is proceeding as planned Monday, September 21, 2020 at Brackett’s Crossing Golf & Country Club. The Membership Committee will continue to plan confidently for the event and we currently have no plans to postpone or cancel it. Full refunds will be issued to all registrants and sponsors if the event must be cancelled…

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FPA of MN NexGen Casual Coffee Social – September 23

September 23 @ 7:30 am - 9:00 am
Spyhouse Coffee Roasters, 2451 Nicollet Ave
Minneapolis, MN 55404 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Spyhouse Coffee Roasters - Whittier in Minneapolis. No registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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Twin Cities Financial Planning Day – September 26

September 26 @ 10:00 am - 2:00 pm
Wilder Center, 451 Lexington Parkway North
St. Paul, 55104 United States
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Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners. Financial Planning Day features experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering…

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FPA of MN NexGen Virtual Casual Coffee Social – September 30

September 30 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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October 2020

Chapter Meeting – October 20 – 7:30 am

October 20 @ 7:30 am - 10:00 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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Make or Break Conversations: The Science of Leading High-Trust Conversations Presenter: Mary Schmid 7:30 - 10 am Thanks to our October Host & Platinum Partner: Fairway Independent Mortgage Corporation

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FPA of MN NexGen Virtual Casual Coffee Social – October 28

October 28 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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FPA MN First Year Member Morning Networking – Metropolitan Ballroom – October 29

October 29 @ 7:00 am - 9:30 am
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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Did you join the FPA of Minnesota in the last year? Then we want YOU to JOIN US! As a newer member, we hope you will join us for this rare morning event at the Metropolitan Ballroom - Golden Valley. There will be delicious breakfast hors d’oeuvres and beverages served, as well as interesting conversations. It will also provide an opportunity for new members to meet board members, officers and past presidents, who will be eager to welcome you to…

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November 2020

FPA of MN ASCEND Conference – November 2-3

November 2 @ 8:00 am - November 3 @ 5:00 pm
Minneapolis Convention Center, 1301 2nd Ave S
Minneapolis, MN 55403 United States
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Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota ASCEND Annual Conference 2020 (previously known as FPA of Minnesota Annual Symposium) Updated: April 4, 2020 FPA of Minnesota is proceeding with ASCEND as planned, November 2-3, 2020 at the Minneapolis Convention Center. Your FPA of Minnesota Leadership and the FPA of Minnesota ASCEND Committee will continue to plan confidently for the event and we currently have no plans to postpone or cancel it. If the ASCEND conference needs to be…

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Chapter Meeting – November 17 – 7:30 am

November 17 @ 7:30 am - 10:00 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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TBA Thanks to our November Host & Platinum Partner

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All-Member Virtual Media Training – November 18

November 18 @ 3:00 pm - 4:00 pm

This media training is required for any CFP professional member of FPA who wants to take part in FPA MediaSource.

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FPA of MN NexGen Casual Coffee Social – November 19

November 19 @ 7:30 am - 9:00 am
Five Watt Coffee, 861 E Hennepin Ave
Minneapolis, MN 55414 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Five Watt Coffee in Minneapolis. No registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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