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February 2019

Chapter Meeting – February 19 – 7:30 am

February 19 @ 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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There Are No Difficult Clients (only advisors who have run out of tools) Presenter: Rick Kahler, MSFP, CFP® Thanks to our February Host & Platinum Partner: PERL Mortgage, Inc.

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Pro Bono Workshop: February 19 – 10:15-11:15 am

February 19 @ 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 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.

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FPA of MN 6th Advocacy Day – February 21st

February 21 @ 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 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…

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FPA of MN NexGen Networking Social – February 28

February 28 @ 5:00 pm - 7:00 pm
The Loop West End, 5331 W 16th St
Minneapolis, MN 55416 United States
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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.

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March 2019

2019 Career Day – March 1

March 1 @ 9:00 am - 4:00 pm
Minnesota State University, Mankato, 7700 France Ave. S.
Edina, MN 55435 United States
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13th Annual FPA of MN Career Day 9:00 am – 4:00 pm MNSU - 7700 - Edina Campus Registration link below.

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Chapter Meeting – March 19 – 11:30 am

March 19 @ 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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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

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FPA of MN NexGen Casual Coffee Social – March 27

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

FPA of MN NexGen will be hosting a casual Coffee Social (location TBD). 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 2019

Chapter Meeting & Code of Ethics – April 23 – 7:30 am

April 23 @ 7:30 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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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

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FPA MN First Year Member Networking Social – Pinstripes Bistro-Bowling-Bocce – April 30

April 30 @ 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 2019

Chapter Meeting & Networking Social – May 21 – 2:30 pm

May 21 @ 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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TBA Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner: Miles Franklin Precious Metals

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FPA of MN NexGen Casual Coffee Social – May 22

May 22 @ 7:30 am - 9:00 am

FPA of MN NexGen will be hosting a casual Coffee Social (location TBD). 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 2019

Chapter Meeting – June 18 – 7:30 am

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

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Pro Bono Workshop: June 18 – 10:15 – 11:15 am

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

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July 2019

Chapter Meeting – July 16 – 11:30 am

July 16 @ 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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TBA Thanks to our July Host & Platinum Partner: Charles Schwab Advisor Services

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FPA MN First Year Member Networking Social – Copperwing Distillery – July 23

July 23 @ 5:00 pm - 7:30 pm
Copperwing Distillery, 6409 Cambridge St.
St. Louis Park, MN 55426 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 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…

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FPA of MN NexGen Casual Coffee Social – July 24

July 24 @ 7:30 am - 9:00 am

FPA of MN NexGen will be hosting a casual Coffee Social (location TBD). 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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September 2019

Chapter Meeting – September 17 – 7:30 am

September 17 @ 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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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

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October 2019

2019 FPA Annual Conference

October 16 - October 18
Minneapolis Convention Center, 1301 2nd Ave S
Minneapolis, MN 55403 United States
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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…

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November 2019

Chapter Meeting – November 19 – 7:30 am

November 19 @ 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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TBA Thanks to our November Host & Platinum Partner Jensen Investments

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December 2019

Allied Professional Meeting & Social – December 17 – 2:30 pm

December 17 @ 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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TBA Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner ATA RiskStation LLC

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