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May 2018

Chapter Meeting & Networking Social – May 15 – 2:30 pm

May 15 @ 2:30 pm - 6:30 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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Joint meeting with Alliance of Professional Associations: Triggering Owner Action: Moving a Marketplace with Presenter Scott Snider Followed by Networking Social: 5:00-6:30 pm. Thanks to our May Host & Platinum Partner: Mairs & Power Funds

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June 2018

Chapter Meeting – June 19 – 7:30 am

June 19 @ 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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Topic/Speaker TBA Thanks to our June Host & Platinum Partner: Registration link coming soon

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Pro Bono Workshop: June 19 – 10:15 – 11:15 am

June 19 @ 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 June 19th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: student loan debt. Select this Optional Item during your registration. 1:30 – 2:30 pm – Main Room Golden Valley Country Club

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July 2018

Chapter Meeting – July 17 – 11:30 am

July 17 @ 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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Tax Reform with Bob Keebler Thanks to our July Host & Platinum Partner Registration link coming soon

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August 2018

FPA Golf & Bocce Outing – August 6

August 6 @ 11:00 am - 6:30 pm
Midland Hills Country Club,
2001 Fulham Street, Roseville, MN United States
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19th Annual Golf & Bocce Tournament Midland Hills Country Club, Roseville MN

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September 2018

Chapter Meeting – September 18 – 7:30 am

September 18 @ 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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MN Elder Justice with Presenter Merit Peterson Thanks to our September Host & Platinum Partner Registration link coming soon

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Pro Bono Workshop: September 18 – 10:15 – 11:15 am

September 18 @ 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 18th 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 Registration link coming soon

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October 2018

19th Annual Symposium – October 8-9

October 8 @ 8:00 am - October 9 @ 5:00 pm
Minneapolis Convention Center,
1301 2nd Ave S, Minneapolis, MN 55403 United States
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Mark your calendar now for Monday and Tuesday, October 8-9, 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. Special “Financial Essentials” sessions will be offered for students and new planners. Earn CEs for CFP™, MN, WI Insurance, CIMA, NASBA, and CLE.

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Financial Planning Day – Volunteers – October 27

October 27 @ 10:00 am - 2:00 pm
Wilder Center,
451 Lexington Parkway North, St. Paul, 55104 United States
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Financial Planning Day!! October 27, 2018 Wilder Center – St. Paul 10:00 am – 2:00 pm Need volunteers for: One-on-One 15 minute reviews and Group educational seminars (Please note – you must be a CFP® in good standing to volunteer) Sign – up to volunteer @ www.financialplanningdays.org/twincitiesvolunteer. Student / Career Changers: Apply to shadow and network with CERTIFIED FINANCIAL PLANNER™ Professionals as they work with walk-in clients on real-life financial planning questions and situations. City of St. Paul and the…

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Financial Planning Day – October 27

October 27 @ 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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November 2018

Chapter Meeting – November 20 – 7:30 am

November 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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The Purpose Checkup, Leading on Purpose with Richard Leidner Thanks to our November Host & Platinum Partner Registration link coming soon

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December 2018

Allied Professional Meeting & Social – December 18 – 2:30 pm

December 18 @ 2:30 am - 6:30 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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The Augmented Advisor: How Technology Amplifies the Role of the Financial Advisor Bill Winterberg Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner Registration link coming soon

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