Upcoming Events

Join us on February 19th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Effectively Managing Healthcare Costs. Select this Optional Item during your registration.

The Professional Issues Committee of the Financial Planning Association of Minnesota has set the date for Advocacy Day in Saint Paul on Friday, February 21st. We'll meet in the Senate Office Building, Room 2412. Purpose: Create awareness for financial planning and the Financial Planning Association of Minnesota; Offer our association as a resource to policy makers and legislators; and Visit with your Representative and/or Senator, and/or other policy makers in the new administration. Best parking is lot C (west of…

FPA of MN NexGen will be hosting a networking happy hour on Thursday, February 28th at The Loop West End at The Shops at West End from 5 – 7 PM. We will be meeting at the left side of the bar where an area has been reserved. Appetizers and two drink tickets will be provided. FPA of MN members AND non-members under age 36 are encouraged to attend. The event is free. RSVP required.

13th Annual FPA of MN Career Day 9:00 am – 4:00 pm MNSU - 7700 - Edina Campus Registration link below.

Racial Diversity in Financial Planning: Where We Are and Where We Must Go Presenter: Marilyn Mohrman-Gillis Thanks to our March Host & Platinum Partner: Woodbury Financial Services

Future of the Profession: Five Key Trends to Prepare For Presenter: Bob Veres 7:30 - 10 am: TBA 10:15 am - 12:15 pm; 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: Mairs & Power Funds

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,…

TBA Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner: Miles Franklin Precious Metals

Marketing Magnetism Presenter: Maribeth Kuzmeski, PhD. Thanks to our June Host & Platinum Partner: JP Morgan Asset Management

Join us on June 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop

TBA Thanks to our July Host & Platinum Partner: Charles Schwab Advisor Services

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…

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

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…

TBA Thanks to our November Host & Platinum Partner Jensen Investments