Upcoming Events

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…

FPA of MN K'Nex event facilitated by NexGen - Open to Everyone Priceless - The meaning of value with Presenter Alex Tirso, Invesco Alex Tirsco will guide participants through exercises and discussions with the objective of gaining an understanding on what investors think, what they value, and how should their advisors respond. In expanding personal understanding of the new "cries' from investors uncovered by research, attendees will be shown how to communicate fees in a confident manner, how to deliver…

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…

We would love to have you join us for a volunteer appreciation event in your honor on Wednesday, November 6th from 5:00 – 7:00 pm at Pinstripes Bistro-Bowling-Bocce, Edina. Whether you volunteered on a committee, one (or more!) of our Pro Bono/Financial Education events, at Symposium, Career Day, etc., this is our way of saying thanks for all you do.The event will begin with a brief program starting around 5:00 pm, appetizers and drinks shortly thereafter. We've reserved a Bowling…

HR 1: Best Practices for Financial Planners - Deeper Thoughts from an Industry Leader Presenter: Ross Levin HR 2: Best Practices for Financial Planners - A Panel Discussion with Industry Leaders Panelists: Ross Levin, Catina Koenig, Sharon Bloodworth and Josh Ely Thanks to our November Host & Platinum Partner Jensen Investments

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.

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: