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June 2020
Virtual Chapter Meeting – June 16 – 7:30 am
Recruiting and Managing Talent for Your Firm in a Post COVID-19 World Presenter: Caleb Brown Thanks to our June Host & Platinum Partner: Jensen Investments
Find out more »FPA NexGen Happy Hour: Sip, Sip Hooray
All you need is an internet connection to enjoy an educational and fun wine-tasting experience with Diane McMartin, wine writer and wine buyer at Barrel Thief Wine Shop. In this interactive, virtual wine tasting, you’ll learn basic wine-tasting techniques, while discovering identifying characteristics, all of which can be purchased ahead of time at your local wine store: VIÑA MAITIA CABERNET SAUVIGNON “ROTO” and HILD ELBLING TROCKEN.
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – June 24
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.
Find out more »July 2020
Chapter Meeting – July 21 – 11:30 am
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
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – July 29
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.
Find out more »August 2020
Chapter Meeting – August 18 – 11:30 am
Estate Planning Issues for 2020 Panelists: Sheryl Morrison and Mike Sampson - Rachel Dahl, moderator Thanks to our August Host & Platinum Partner: Stonebridge Capital
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – August 26
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.
Find out more »September 2020
FPAMN Virtual K’Nex – September 2
FPA of MN K'Nex event facilitated by NexGen - Open to Everyone Compudyne and SUCCESS Computer Consulting to speak on cyber-security 1 CFP® CE Fees: FREE to Members $10 - non-members Presentation: 12:00 – 12:45 pm Q & A: 12:45 - 1:00 pm RSVP by 5 pm on Tuesday, September 1, 2020
Find out more »Chapter Meeting – September 15 – 7:30 am
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
Find out more »Pro Bono Workshop: September 15 – 10:15 – 11:15 am
Join us on September 15th 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
Find out more »FPA Golf & Bocce Outing – September 21
Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota Annual Golf & Bocce Tournament Updated: April 8, 2020 The FPA of Minnesota Annual Golf & Bocce Tournament is proceeding as planned Monday, September 21, 2020 at Brackett’s Crossing Golf & Country Club. The Membership Committee will continue to plan confidently for the event and we currently have no plans to postpone or cancel it. Full refunds will be issued to all registrants and sponsors if the event must be cancelled…
Find out more »Twin Cities Financial Planning Day – September 26
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…
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – September 30
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.
Find out more »October 2020
Chapter Meeting – October 20 – 7:30 am
Make or Break Conversations: The Science of Leading High-Trust Conversations Presenter: Mary Schmid 7:30 - 10 am Thanks to our October Host & Platinum Partner: Fairway Independent Mortgage Corporation
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – October 28
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.
Find out more »FPA MN First Year Member Morning Networking – Metropolitan Ballroom – October 29
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…
Find out more »November 2020
FPA of MN ASCEND Conference – November 2-3
Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota ASCEND Annual Conference 2020 (previously known as FPA of Minnesota Annual Symposium) Updated: April 4, 2020 FPA of Minnesota is proceeding with ASCEND as planned, November 2-3, 2020 at the Minneapolis Convention Center. Your FPA of Minnesota Leadership and the FPA of Minnesota ASCEND Committee will continue to plan confidently for the event and we currently have no plans to postpone or cancel it. If the ASCEND conference needs to be…
Find out more »Chapter Meeting – November 17 – 7:30 am
TBA Thanks to our November Host & Platinum Partner
Find out more »All-Member Virtual Media Training – November 18
This media training is required for any CFP professional member of FPA who wants to take part in FPA MediaSource.
Find out more »FPA of MN NexGen Casual Coffee Social – November 19
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.
Find out more »
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