Upcoming Events

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.…

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

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.

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…

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…

14th Annual FPA of MN Career Day 9:00 am – 4:00 pm MNSU - 7700 - Edina Campus Registration link below.

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

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.

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

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,…

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

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

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

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

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.

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!

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…