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October 2020

Virtual Financial Planning Days – October 5-10

October 5 - October 10
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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. Virtual Financial Planning Days feature experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all…

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Virtual Financial Planning Days – Volunteers – October 5-10

October 5 - October 10
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Our annual Twin Cities Financial Planning Day is an important event for both our chapter and the broader community. Each year, FPA MN members volunteer and provide attendees with free, one-on-one financial consultations and workshops. The need for expert advice from local financial planners is great – especially during the COVID-19 pandemic. That's why our chapter is proud to offer this year's event as week-long, virtual sessions beginning Monday, October 5, and lasting through Saturday, October 10. We need your…

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Virtual Chapter Meeting – October 20 – 7:30 am

October 20 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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

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FPA of MN NexGen Virtual Casual Coffee Social – October 28

October 28 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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.

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November 2020

FPA of MN Virtual ASCEND Conference – November 2-3

November 2 @ 8:00 am - November 3 @ 5:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota ASCEND Annual Conference 2020 (previously known as FPA of Minnesota Annual Symposium) Updated: July 1, 2020 To ensure the health and safety of our guests, this year’s ASCEND Conference (formerly known as the FPA of Minnesota Symposium) will be a virtual event. Our conference is known across the country for providing incredible value and meaningful content. That won’t change with our new virtual format! We will continue to offer high-profile speakers,…

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Virtual Chapter Meeting – November 17 – 7:30 am

November 17 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Year-End Tax Planning Opportunities Presenter: Mark Sellner, CPA, JD, LLM (taxation) Thanks to our November Host & Platinum Partner Minnesota 529 College Savings Plan

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All-Member Virtual Media Training – November 18

November 18 @ 3:00 pm - 4:00 pm

This media training is required for any CFP professional member of FPA who wants to take part in FPA MediaSource.

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FPA of MN NexGen Virtual Casual Coffee Social – November 25

November 25 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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.

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December 2020

Virtual Strategic Planning Day – Dec 4

December 4 @ 7:30 am - 3:00 pm
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Virtual Allied Professional Meeting – December 15 – 2:30 pm

December 15 @ 2:30 pm - 6:30 pm
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TBA Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner UCare

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FPA of MN NexGen Virtual Casual Coffee Social – December 23

December 23 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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.

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