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October 2019

2019 FPA Annual Conference

October 16 - October 18
Minneapolis Convention Center, 1301 2nd Ave S
Minneapolis, MN 55403 United States
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Interested in speaking at the FPA Annual Conference?The FPA Annual Conference is one of the largest financial planning conferences held each year, attracting CFP® professionals and financial planning thought leaders from across the globe. The gathering is built around the sharing of practical strategies, tactics and knowledge, all designed to help you take immediate action when you return to the office. Don’t miss your chance to learn and connect with the best and brightest in the world of financial planning…

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FPA MN First Year Member Morning Networking – Metropolitan Ballroom – October 24

October 24 @ 7:00 am - 9:30 pm
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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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…

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FPAMN K’Nex – October 24, 5:00 – 7:00 PM

October 24 @ 5:00 pm - 7:00 pm
Accredited Investors, Inc., 5200 West 73rd St
Edina, MN 55439 United States
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FPA of MN K'Nex event facilitated by NexGen - Open to Everyone Priceless - The meaning of value with Presenter Alex Tirso, Invesco Alex Tirsco will guide participants through exercises and discussions with the objective of gaining an understanding on what investors think, what they value, and how should their advisors respond. In expanding personal understanding of the new "cries' from investors uncovered by research, attendees will be shown how to communicate fees in a confident manner, how to deliver…

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November 2019

Twin Cities Financial Planning Day – November 2

November 2 @ 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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FPA of MN Volunteer Appreciation Event

November 6 @ 5:00 pm - 7:00 pm
Pinstripes Bowling – Bocce – Bistro, 3849 Gallagher Drive
Edina, MN 55435 United States
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We would love to have you join us for a volunteer appreciation event in your honor on Wednesday, November 6th from 5:00 – 7:00 pm at Pinstripes Bistro-Bowling-Bocce, Edina. Whether you volunteered on a committee, one (or more!) of our Pro Bono/Financial Education events, at Symposium, Career Day, etc., this is our way of saying thanks for all you do.The event will begin with a brief program starting around 5:00 pm, appetizers and drinks shortly thereafter. We've reserved a Bowling…

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Chapter Meeting – November 19 – 7:30 am

November 19 @ 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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HR 1: Best Practices for Financial Planners - Deeper Thoughts from an Industry Leader Presenter: Ross Levin HR 2: Best Practices for Financial Planners - A Panel Discussion with Industry Leaders Panelists: Ross Levin, Catina Koenig, Sharon Bloodworth and Josh Ely Thanks to our November Host & Platinum Partner Jensen Investments

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FPA of MN NexGen Casual Coffee Social – November 21

November 21 @ 7:30 am - 9:00 am
Five Watt Coffee, 861 E Hennepin Ave
Minneapolis, MN 55414 United States
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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.

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December 2019

FPA MN – Strategic Planning Day – Dec. 6

December 6 @ 7:30 am - 3:00 pm
Edina Country Club, 5100 Wooddale Avenue
Edina, MN 55424 United States
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As the year quickly winds down, now is the time to think about our next year together as part of FPA Minnesota. I look forward to what 2020 holds for our chapter, and I encourage you to join us to define the initiatives for next year in our upcoming Strategic Planning Day. Minnesota continues to be one of the most successful chapters in the country - largely because of the active involvement of our members. Please join us in building…

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Allied Professional Meeting & Social – December 17 – 2:30 pm

December 17 @ 2:30 pm - 6:30 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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TBA Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner ATA RiskStation LLC

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January 2020

Chapter Meeting – January 21 – 7:30 am

January 21, 2020 @ 7:30 am - August 5, 2020 @ 10:00 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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TBA Thanks to our January Host & Platinum Partner

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FPA MN First Year Member Networking Social – The Local-West End – January 28

January 28, 2020 @ 5:00 pm - 7:30 pm
The Local-West End, 1607 Park Place Blvd
St Louis Park, MN 55416 United States
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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…

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February 2020

Chapter Meeting – February 18 – 7:30 am

February 18, 2020 @ 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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TBA Thanks to our February Host & Platinum Partner

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Pro Bono Workshop: February 18 – 10:15-11:15 am

February 18, 2020 @ 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 February 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: . Select this Optional Item during your registration.

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March 2020

Chapter Meeting – March 17 – 11:30 am

March 17, 2020 @ 11:30 am - 2:00 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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TBA Thanks to our March Host & Platinum Partner:

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April 2020

Chapter Meeting & Code of Ethics – April 21 – 7:30 am

April 21, 2020 @ 7:30 am - 12:15 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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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:

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May 2020

Chapter Meeting & Networking Social – May 19 – 2:30 pm

May 19, 2020 @ 2:30 pm - 6:30 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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TBA<strong Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner:

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June 2020

Chapter Meeting – June 16 – 7:30 am

June 16, 2020 @ 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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TBA Thanks to our June Host & Platinum Partner:

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Pro Bono Workshop: June 16 – 10:15 – 11:15 am

June 16, 2020 @ 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 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

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July 2020

Chapter Meeting – July 21 – 11:30 am

July 21, 2020 @ 11:30 am - 2:00 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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TBA Thanks to our July Host & Platinum Partner:

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September 2020

Chapter Meeting – September 15 – 7:30 am

September 15, 2020 @ 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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TBA Thanks to our September Host & Platinum Partner

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