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December 2019
Allied Professional Meeting & Social – December 17 – 2:30 pm
HR 1 - Market Strategies for 2020 Presenter: David Joy HR 2 - Fixed Income Insights: A Road Map for Investors Presenter: Tim Paulson Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner ATA RiskStation LLC
Find out more »January 2020
Chapter Meeting – January 21 – 7:30 am
HR 1: Q&A with Neel Kashkari - President & CEO, Federal Reserve Bank of Minneapolis Thanks to our January Host & Platinum Partner Mairs & Power Funds
Find out more »FPA of MN NexGen Casual Coffee Social – January 23
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.
Find out more »FPA MN First Year Member Networking Social – The Local-West End – January 28
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…
Find out more »February 2020
Chapter Meeting – February 18 – 7:30 am
TBA Thanks to our February Host & Platinum Partner
Find out more »Pro Bono Workshop: February 18 – 10:15-11:15 am
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.
Find out more »FPA of MN 7th Advocacy Day – February 19th
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…
Find out more »March 2020
Chapter Meeting – March 17 – 11:30 am
TBA Thanks to our March Host & Platinum Partner:
Find out more »FPA of MN NexGen Casual Coffee Social – March 25
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.
Find out more »April 2020
Chapter Meeting & Code of Ethics – April 21 – 7:30 am
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:
Find out more »FPA MN First Year Member Networking Social – Pinstripes Bistro-Bowling-Bocce – April 28
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,…
Find out more »May 2020
Chapter Meeting & Networking Social – May 19 – 2:30 pm
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: Miles Franklin Precious Metals
Find out more »FPA of MN NexGen Casual Coffee Social – May 27
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 »June 2020
Chapter Meeting – June 16 – 7:30 am
HR 1: The New Age of Professional Planner HR 2: Hire Train and Leave Presenter: Caleb Brown Thanks to our June Host & Platinum Partner: UCare
Find out more »Pro Bono Workshop: June 16 – 10:15 – 11:15 am
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
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: Charles Schwab Advisor Services
Find out more »FPA of MN NexGen Casual Coffee Social – July 23
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.
Find out more »FPA MN First Year Member Networking Social – Salut Bar Americain – July 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 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…
Find out more »September 2020
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 »
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