Upcoming Events

Join us on June 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Creative Planning for Cash Flow Constraints: Three Case Studies. Select this Optional Item during your registration. 10:15 - 11:15 am - Main Room Golden Valley Country Club Registration link below

FPA of MN NexGen will be hosting a networking event on Thursday, June 27th at Able Seedhouse + Brewery in NE Minneapolis. NexGen committee members will be there early to grab some tables. FPA of MN members AND non-member students who are aspiring or early-career CFP® professionals are encouraged to attend. The cost for the event is $10 for members, $25 non-members. Platinum and gold partner representatives are complimentary. Dress Code: Relaxed professional. It’s summer, it’s a brewery, it’s networking;…

Estate Planning to Protect Your Online Life After Death Presenter: Natalie Banta 11:30 am - 2:00 pm 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

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. Enjoy refreshments and appetizers. 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…

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!

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: Pro Bono Boot Camp. Select this Optional Item during your registration. 10:15 - 11:15 am - Main Room Golden Valley Country Club Registration link coming soon

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…

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