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August 2018

FPA of MN NexGen Casual Coffee Social – August 22

August 22 @ 7:30 am - 9:00 am
Peoples Organic Cafe – Galleria,
3545 Galleria, Edina, MN 55435 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Peoples Organic Cafe – 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.

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Rochester FPA Meeting – College Planning Strategies & Lunch – August 28

August 28 @ 11:00 am - 1:00 pm
Rochester Golf & Country Club,
3100 Country Club Road SW, Rochester, MN 55902 United States
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College Planning Strategies You Don’t Know About But Should with Presenter: Cozy Wittman, College Inside Track, LLC There is no purchase as significant as college that families — and financial advisors — comparatively know as little about. The significant increase in cost and complexity has families desperate for answers, and offers advisors a tremendous opportunity to provide value. You will not want to miss hearing a national expert share specific strategies everyone should know about to help families navigate the…

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September 2018

Chapter Meeting – September 18 – 7:30 am

September 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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Joint Meeting with Minnesota Planned Giving Council Hr 1: Family Secrets and Stranger Scams: Preventing and Responding to Financial Exploitation with Presenter Marit Peterson, J.D. Hr 2: Stewarding Donors with Dementia with Presenters Dr. Jolene Hyppa Martin and Robert Hofmann, MA, CFRE Thanks to our September Host & Platinum Partner Sit Mutual Funds Registration link below

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

September 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 September 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Pro Bono Boot Camp. Select this Optional Item during your registration. 10:15 – 11:15 am – Main Room Golden Valley Country Club Registration link coming soon

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October 2018

19th Annual Symposium – October 8-9

October 8 @ 8:00 am - October 9 @ 5:00 pm
Minneapolis Convention Center,
1301 2nd Ave S, Minneapolis, MN 55403 United States
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Mark your calendar now for Monday and Tuesday, October 8-9, Minneapolis Convention Center and join nationally-recognized financial leaders. Breakout sessions allow more choices and will offer the required Code of Ethics course, plus the extra hour required for insurance licensees. Special “Financial Essentials” sessions will be offered for students and new planners. Earn CEs for CFP™, MN, WI Insurance, CIMA, NASBA, and CLE.

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Financial Planning Day – Volunteers – October 27

October 27 @ 10:00 am - 2:00 pm
Wilder Center,
451 Lexington Parkway North, St. Paul, 55104 United States
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Financial Planning Day!! October 27, 2018 Wilder Center – St. Paul 10:00 am – 2:00 pm Need volunteers for: One-on-One 15 minute reviews and Group educational seminars (Please note – you must be a CFP® in good standing to volunteer) Sign – up to volunteer @ www.financialplanningdays.org/twincitiesvolunteer. Student / Career Changers: Apply to shadow and network with CERTIFIED FINANCIAL PLANNER™ Professionals as they work with walk-in clients on real-life financial planning questions and situations. City of St. Paul and the…

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Financial Planning Day – October 27

October 27 @ 10:00 am - 2:00 pm
Wilder Center,
451 Lexington Parkway North, St. Paul, 55104 United States
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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…

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November 2018

FPA MEDIA TRAINING – November 15

November 15 @ 3:00 pm - 4:30 pm

FPA is hosting its next All-Member Virtual Media Training on Thursday, November 16 from 3:00 to 4:30 p.m. CST. These complimentary trainings are open to all FPA members, and CFP® professional members who attend will qualify to take part in FPA MediaSource, where they can respond to reporter queries. Learn more about how you can ace your next media interview and sign-up for a media training session today! Register Today by clicking on the website url below

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Chapter Meeting – November 20 – 7:30 am

November 20 @ 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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The Purpose Checkup, Leading on Purpose with Richard Leider Thanks to our November Host & Platinum Partner Jensen Investments Registration link coming soon

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December 2018

Allied Professional Meeting & Social – December 18 – 2:30 pm

December 18 @ 2:30 am - 6:30 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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The Augmented Advisor: How Technology Amplifies the Role of the Financial Advisor Bill Winterberg Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner Miles Franklin Precious Metals Registration link coming soon

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