Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

April 2020

*CANCELED* FPAMN K’Nex – April 1

April 1 @ 5:00 pm - 7:00 pm
Accredited Investors, Inc., 5200 West 73rd St
Edina, MN 55439 United States
+ Google Map

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

May 19 @ 2:30 pm - 6:30 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

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

May 27 @ 7:30 am - 9:00 am

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

June 2 @ 5:00 pm - 8:00 pm
Pinstripes Bowling – Bocce – Bistro, 3849 Gallagher Drive
Edina, MN 55435 United States
+ Google Map

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

June 16 @ 7:30 am - 10:00 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

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

June 16 @ 10:15 am - 11:15 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

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

July 21 @ 11:30 am - 2:00 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

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

July 23 @ 7:30 am - 9:00 am
Peoples Organic – Galleria, 3545 Galleria
Edina, MN 55435 United States
+ Google Map

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

July 27 @ 11:00 am - 6:15 pm
Brackett’s Crossing Country Club, 17976 Judicial Rd
Lakeville, MN 55044 United States
+ Google Map

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

July 29 @ 12:00 pm - 2:30 pm
Salut Bar Americain, 917 Grand Avenue
St. Paul, MN 55105 United States
+ Google Map

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

August 18 @ 11:30 am - 2:00 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

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

September 15 @ 7:30 am - 10:00 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

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

September 15 @ 10:15 am - 11:15 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

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

September 23 @ 7:30 am - 9:00 am
Spyhouse Coffee Roasters, 2451 Nicollet Ave
Minneapolis, MN 55404 United States
+ Google Map

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

September 26 @ 10:00 am - 2:00 pm
Wilder Center, 451 Lexington Parkway North
St. Paul, 55104 United States
+ Google Map

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

October 20 @ 7:30 am - 10:00 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

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

October 29 @ 7:00 am - 9:30 am
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
+ Google Map

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

November 2 @ 8:00 am - November 3 @ 5:00 pm
Minneapolis Convention Center, 1301 2nd Ave S
Minneapolis, MN 55403 United States
+ Google Map

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

November 17 @ 7:30 am - 10:00 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
+ Google Map

TBA Thanks to our November Host & Platinum Partner

Find out more »

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
+ Google Map

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 »
+ Export Events