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April 2020
*CANCELED* FPAMN K’Nex – April 1
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,…
Find out more »May 2020
Chapter Meeting & Networking Social – May 19 – 2:30 pm
HR 1: How to Find, Negotiate and Close a Deal HR 2: Mythbusting Advisor Succession Presenter: David Grau Jr Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner: CrossCountry Mortgage
Find out more »FPA of MN NexGen Casual Coffee Social – May 27
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.
Find out more »June 2020
FPA MN First Year Member Networking Social – Pinstripes Bistro-Bowling-Bocce – June 2
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 special event at Pinstripes Bistro-Bowling-Bocce, Edina. There will be delicious 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 FPA of MN. And last,…
Find out more »Chapter Meeting – June 16 – 7:30 am
HR 1: The New Age of Professional Planner HR 2: Hire Train and Leave Presenter: Caleb Brown Thanks to our June Host & Platinum Partner: Jensen Investments
Find out more »Pro Bono Workshop: June 16 – 10:15 – 11:15 am
Join us on June 16th 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
Find out more »July 2020
Chapter Meeting – July 21 – 11:30 am
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
Find out more »FPA of MN NexGen Casual Coffee Social – July 23
FPA of MN NexGen will be hosting a casual Coffee Social at Peoples Organic – Galleria in Edina. 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.
Find out more »FPA Golf & Bocce Outing – July 27
21st Annual Golf & Bocce Tournament Brackett's Crossing Country Club, Lakeville MN Our Charity Pick This Year: Goodwill-Easter Seals Minnesota FPA MN Golf Participant Golfer - FPA MN Annual Partner - Complimentary Golfer - Member $150.00 Golfer - Non-Member $150.00 Golfer - Foursomes $600 FPA MN Bocce Ball Bocce Ball - FPA MN Annual Partner - Complimentary Bocce Ball - Member $50.00 Bocce Ball - Non-Member $50.00 Join the Golf Task Force!
Find out more »FPA MN First Year Member Networking Social – Salut Bar Americain – July 29
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 special event at Salut Bar Americain, The Provence Room in St. Paul. Enjoy refreshments and a lunch buffet. 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 FPA of MN. And last, yet never…
Find out more »August 2020
Chapter Meeting – August 18 – 11:30 am
Estate Planning Issues for 2020 Panelists: Sheryl Morrison and Mike Sampson - Rachel Dahl, moderator Thanks to our August Host & Platinum Partner: Stonebridge Capital
Find out more »September 2020
Chapter Meeting – September 15 – 7:30 am
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
Find out more »Pro Bono Workshop: September 15 – 10:15 – 11:15 am
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
Find out more »FPA of MN NexGen Casual Coffee Social – September 23
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.
Find out more »Twin Cities Financial Planning Day – September 26
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…
Find out more »October 2020
Chapter Meeting – October 20 – 7:30 am
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
Find out more »FPA MN First Year Member Morning Networking – Metropolitan Ballroom – October 29
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…
Find out more »November 2020
FPA of MN ASCEND Conference – November 2-3
FPA of MN Ascend Conference previously known as FPA of MN Symposium Mark your calendar now for Monday and Tuesday, November 2-3, Minneapolis Convention Center and join nationally-recognized financial leaders. Breakout sessions allow more choices and will offer the required Code of Ethics course, plus the extra hour required for insurance licensees. Earn CEs for CFP™, MN, WI Insurance, CIMA, NASBA, and CLE.
Find out more »Chapter Meeting – November 17 – 7:30 am
TBA Thanks to our November Host & Platinum Partner
Find out more »FPA of MN NexGen Casual Coffee Social – November 19
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.
Find out more »
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