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April 2019
Chapter Meeting & Code of Ethics – April 23 – 7:30 am
HR1: Future of the Profession - 10 Key Trends to Prepare for HR2: The Six Dimensions of Client Service Presenter: Bob Veres 7:30 - 10 am 10:15 am - 12:15 pm; CFP® Ethics - New Standards for a Fiduciary World: Understanding CFP Board’s Revisions Presenter: Dan Candura - 2 hours of Ethics CE for the following designations: CFP, CIMA, NASBA/CPA, 2 hours standard for CLE. No MN insurance credits for this session. Thanks to our April Host & Platinum Partner:…
Find out more »FPA MN First Year Member Networking Social – Pinstripes Bistro-Bowling-Bocce – April 30
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 »May 2019
Chapter Meeting & Networking Social – May 21 – 2:30 pm
Family Strategies for Paying for College and the Strategic Use of Student Loans Presenter: Cozy Wittman Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner: Miles Franklin Precious Metals
Find out more »FPA of MN NexGen Casual Coffee Social – May 22
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 »NexGen MN Gathering – May 30
Join us for the first local FPA of MN Gathering! Nestled in America’s most complete Victorian era neighborhood, the FPA MN NexGen group will be hosting a local afternoon gathering at the historic University Club mansion for participants to build their network and connect with peers. Featured speakers and breakout sessions will bring pressing industry topics and questions to the table, finding out what’s worked and what hasn’t from planners of all experience levels and helping you grow as a…
Find out more »June 2019
Chapter Meeting – June 18 – 7:30 am
Marketing Magnetism Presenter: Maribeth Kuzmeski, PhD. Thanks to our June Host & Platinum Partner: JP Morgan Asset Management
Find out more »Pro Bono Workshop: June 18 – 10:15 – 11:15 am
Join us on June 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop
Find out more »July 2019
Chapter Meeting – July 16 – 11:30 am
Chapter meeting topic TBA Everyday Ethics with Case Studies Presenters: John Comer, CFP® & Matt Boos, JD 9:00 - 11:00 am MN Insurance Ethics CE only $15 members/partners $25 for non-members Thanks to our July Host & Platinum Partner: Charles Schwab Advisor Services
Find out more »FPA MN First Year Member Networking Social – Copperwing Distillery – July 23
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 Copperwing Distillery, St. Louis Park. Tour the microdistillery and get a drink ticket for a cocktail - $20/person. 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…
Find out more »FPA of MN NexGen Casual Coffee Social – July 24
FPA of MN NexGen will be hosting a casual Coffee Social (location TBD). 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 »August 2019
FPA Golf & Bocce Outing – August 26
20th Annual Golf & Bocce Tournament Brackett's Crossing Country Club, Lakeville MN Our Charity Pick This Year: The Friends of the Saint Paul Public Library 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 »September 2019
Chapter Meeting – September 17 – 7:30 am
Joint Meeting with Minnesota Planned Giving Council Double Feature HR 1 - An Advisor’s Guide to the New 20% Pass-Through Deduction HR 2 - Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon Presenter Jeff Levine Thanks to our September Host & Platinum Partner Sit Mutual Funds
Find out more »October 2019
2019 FPA Annual Conference
Interested in speaking at the FPA Annual Conference?The FPA Annual Conference is one of the largest financial planning conferences held each year, attracting CFP® professionals and financial planning thought leaders from across the globe. The gathering is built around the sharing of practical strategies, tactics and knowledge, all designed to help you take immediate action when you return to the office. Don’t miss your chance to learn and connect with the best and brightest in the world of financial planning…
Find out more »FPA MN First Year Member Morning Networking – Metropolitan Ballroom – October 24
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 2019
Chapter Meeting – November 19 – 7:30 am
Estate Planning Thanks to our November Host & Platinum Partner Jensen Investments
Find out more »December 2019
Allied Professional Meeting & Social – December 17 – 2:30 pm
TBA Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner ATA RiskStation LLC
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