Upcoming Events

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

Join us on September 17th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Ground Rules of Successful Pro Bono Financial Planning Engagements. Select this Optional Item during your registration. 10:15 - 11:15 am - Main Room Golden Valley Country Club

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…

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…

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…

Estate Planning Thanks to our November Host & Platinum Partner Jensen Investments

As the year quickly winds down, now is the time to think about our next year together as part of FPA Minnesota. I look forward to what 2020 holds for our chapter, and I encourage you to join us to define the initiatives for next year in our upcoming Strategic Planning Day. Minnesota continues to be one of the most successful chapters in the country - largely because of the active involvement of our members. Please join us in building…

TBA Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner ATA RiskStation LLC

TBA Thanks to our January Host & Platinum Partner

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 The Local - The Cooper’s Room, West End, St. Louis Park. 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…

TBA Thanks to our February Host & Platinum Partner

Join us on February 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: . Select this Optional Item during your registration.

TBA Thanks to our March Host & Platinum Partner:

TBA 7:30 - 10 am 10:15 am - 12:15 pm; CFP® Ethics Presenter: TBA - 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:

TBA<strong Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner:

TBA Thanks to our June Host & Platinum Partner:

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

TBA Thanks to our July Host & Platinum Partner: