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January 2020

FPA MN First Year Member Networking Social – The Local-West End – January 28

January 28 @ 5:00 pm - 7:30 pm
The Local-West End, 1607 Park Place Blvd
St Louis Park, MN 55416 United States
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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…

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FPAMN K’Nex – January 29

January 29 @ 7:30 am - 9:00 am
Accredited Investors, Inc., 5200 West 73rd St
Edina, MN 55439 United States
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FPA of MN K'Nex event facilitated by NexGen - Open to Everyone RIA Regulation Panel for Breakfast with Panelists Keith Loveland, JD, AIFA, CIDA, GFS, Annette Minor and Brian Edstrom If you are a state-regulated RIA or are thinking of starting your own RIA, this event is for you. The Professional Issues and NexGen Committees are sponsoring a panel discussion on the regulatory challenges and opportunities facing state Registered Investment Advisor in particular or anyone considering starting their own RIA.…

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February 2020

Chapter Meeting – February 18 – 7:30 am

February 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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HR 1: The Economic Outlook and Monetary Policy Presenter: Terry Fitzgerald, PhD HR 2: Minnesota’s Transportation Future: How New Technologies and other Innovations will Affect Competitiveness Presenter: Frank Douma Thanks to our February Host & Platinum Partner Charles Schwab Advisor Services

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Pro Bono Workshop: February 18 – 10:15-11:15 am

February 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 February 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Learn about Financial Cancer Care. Select this Optional Item during your registration.

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FPA of MN 7th Advocacy Day – February 19th

February 19 @ 9:00 am - 3:30 pm
MN Senate Office Building, 95 University Ave W
St. Paul, MN 55155 United States
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The Professional Issues Committee of the Financial Planning Association of Minnesota has set the date for Advocacy Day in Saint Paul on Wednesday, February 19th. We'll meet in the Senate Office Building, Room 2308. 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…

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FPA of MN’s Snow Days Golf Par-Tee – February 27

February 27 @ 4:00 pm - 7:00 pm
TopGolf Minneapolis, 6420 N. Camden Ave.
Brooklyn Center, MN 55430 United States
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Please join us for a brand new FPA event in anticipation of sunnier days and greener grass. Escape the confines of our typical winter routines at the hottest new golf venue in the Twin Cities. Ever been bowling? Well, at TopGolf, you play in a “bay” rather than a lane, and from that bay, you hit micro-chipped golf balls into giant targets in their outfield to score points. A Fajita Fiesta diinner includes complimentary soft drinks, coffee and water. Two…

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2020 Career Day – February 28

February 28 @ 9:00 am - 4:00 pm
MNSU, Edina Campus, 7700 France Ave. S.
Edina, MN 55435 United States
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14th Annual FPA of MN Career Day 9:00 am – 4:00 pm MNSU - 7700 - Edina Campus Registration link below.

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March 2020

Chapter Meeting – March 17 – 11:30 am

March 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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Key Estate Planning Issues for 2020 Panelists: Sheryl Morrison and Mike Sampson - Rachel Dahl, moderator Thanks to our March Host & Platinum Partner: Stonebridge Capital

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FPA of MN NexGen Casual Coffee Social – March 25

March 25 @ 7:30 am - 9:00 am
Spyhouse Coffee Roasters, 2451 Nicollet Ave
Minneapolis, MN 55404 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Spyhouse Coffee Roasters - Whittier 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.

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April 2020

Chapter Meeting & Code of Ethics – April 21 – 7:30 am

April 21 @ 7:30 am - 12:15 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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TBA 7:30 - 10 am 10:15 am - 12:15 pm; CFP® Ethics 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: Fairway Independent Mortgage Corporation

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FPA MN First Year Member Networking Social – Pinstripes Bistro-Bowling-Bocce – April 28

April 28 @ 5:00 pm - 7:30 pm
Pinstripes Bowling – Bocce – Bistro, 3849 Gallagher Drive
Edina, MN 55435 United States
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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,…

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May 2020

Chapter Meeting & Networking Social – May 19 – 2:30 pm

May 19 @ 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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HR 1: How to Find, Negotiate and Close a Deal HR 2: Mythbusting Advisor Succession Presenter: David Grau Jr Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner: CrossCountry Mortgage

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FPA of MN NexGen Casual Coffee Social – May 27

May 27 @ 7:30 am - 9:00 am

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.

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June 2020

Chapter Meeting – June 16 – 7:30 am

June 16 @ 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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HR 1: The New Age of Professional Planner HR 2: Hire Train and Leave Presenter: Caleb Brown Thanks to our June Host & Platinum Partner: Jensen Investments

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Pro Bono Workshop: June 16 – 10:15 – 11:15 am

June 16 @ 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 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

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July 2020

Chapter Meeting – July 21 – 11:30 am

July 21 @ 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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HR 1: Planning for the Big Four Financial Challenges of Aging HR 2: Implementing Health Care into Wealth Care Presenter: Carolyn McClanahan, M.D., CFP® Thanks to our July Host & Platinum Partner: Allianz Life Insurance Company

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FPA of MN NexGen Casual Coffee Social – July 23

July 23 @ 7:30 am - 9:00 am
Peoples Organic – Galleria, 3545 Galleria
Edina, MN 55435 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Peoples Organic – Galleria in Edina. 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.

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FPA Golf & Bocce Outing – July 27

July 27 @ 11:00 am - 6:15 pm
Brackett’s Crossing Country Club, 17976 Judicial Rd
Lakeville, MN 55044 United States
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21st Annual Golf & Bocce Tournament Brackett's Crossing Country Club, Lakeville MN Our Charity Pick This Year: Goodwill-Easter Seals Minnesota 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!

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FPA MN First Year Member Networking Social – Salut Bar Americain – July 29

July 29 @ 12:00 pm - 2:30 pm
Salut Bar Americain, 917 Grand Avenue
St. Paul, MN 55105 United States
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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 Salut Bar Americain, The Provence Room in St. Paul. Enjoy refreshments and a lunch buffet. 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, yet never…

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September 2020

Chapter Meeting – September 15 – 7:30 am

September 15 @ 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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HR 1: Practical Ideas for Reducing Friction and Strengthening Resilience of the Client HR 2: Exquisite Listening Presenter: Ted Klontz Thanks to our September Host & Platinum Partner Sit Mutual Funds

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