Loading Events
Find Events

Event Views Navigation

Past Events

Events List Navigation

September 2017

Pro Bono Workshop: September 19 – 10:15 – 11:15 am

September 19, 2017 @ 10:15 am - 11:15 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
+ Google Map

Join us on September 19th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop -Tools for Working with Neighbors in Need. Select this Optional Item during your registration. 10:15 – 11:15 am – Main Room Golden Valley Country Club Register Today by clicking on the website url below

Find out more »
October 2017

18th Annual Symposium – October 16-17

October 16, 2017 @ 8:00 am - October 17, 2017 @ 5:00 pm
Minneapolis Convention Center,
1301 2nd Ave S, Minneapolis, MN 55403 United States
+ Google Map

Mark your calendar now for Monday and Tuesday, October 16-17, 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.

Find out more »

FPA MN First Year Member Morning Networking – Metropolitan Ballroom – October 25

October 25, 2017 @ 7:30 am - 9:00 am
Metropolitan Ballroom,
5418 Wayzata Boulevard, Golden Valley, MN 55416 United States
+ Google Map

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 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…

Find out more »
November 2017

Chapter Meeting – November 21 – 7:30 am

November 21, 2017 @ 7:30 am - 10:00 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
+ Google Map

HR 1: Professional Networking – Playing the long game and why it is worth it with John Gabos HR 2: Easiest Catch: Don’t Be Another Fish in the Dark ‘Net with Mark Lanterman Thanks to our November Host & Platinum Partner: Jensen Investments

Find out more »
$25

FPAMN K’Nex – November 29, 5:00 – 7:00 PM

November 29, 2017 @ 5:00 pm - 7:00 pm
Minnesota State University, Mankato,
7700 France Ave. S. - Suite 340, Edina, MN 55435 United States
+ Google Map

FPA of MN K’Nex event facilitated by NexGen, hosted by MNSU – 7700 – Edina Campus – Open to Everyone Facilitating Effective Communication with Clients in Transition with Presenter Dr. Jackie Henry Financial Planners are often working with clients in times of transition. Dr. Jackie Henry will be joining us to discuss effective communication strategies to use with clients to help them successfully navigate life transitions. Join us for a conversation to learn more about client adjustment to life transitions…

Find out more »

FPA of MN Volunteer Appreciation Event

November 30, 2017 @ 4:30 pm - 6:30 pm
Pinstripes Bowling – Bocce – Bistro,
3849 Gallagher Drive, Edina, MN 55435 United States
+ Google Map

We would love to have you join us for a volunteer appreciation event in your honor on Thursday, November 30th from 4:30 – 6:30 pm at Pinstripes in Edina Bowling – Bocce – Bistro. 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 starts at 4:30 pm, with a brief program starting around 4:30 pm, appetizers…

Find out more »
December 2017

FPA of MN Strategic Planning – December 1

December 1, 2017 @ 7:30 am - 3:00 pm
Edina Country Club,
5100 Wooddale Avenue, Edina, MN 55424 United States
+ Google Map

Strategic Planning for Year 2018 Register Today by clicking on the website url below  

Find out more »
$15

Rochester FPA Meeting – Economic Webinar & Breakfast – December 7

December 7, 2017 @ 7:30 am - 9:30 pm
Rochester Golf & Country Club,
3100 Country Club Road SW, Rochester, MN 55902 United States
+ Google Map

Q&A on Economic Opportunity & Inclusive Growth Presenter: Neel Kashkari – President & CEO, Federal Reserve Bank of Minneapolis FPA of Minnesota is thrilled to announce that we will be offering the video presentation of Federal Reserve Bank of Minneapolis President & CEO Neel Kashkari when he spoke to our chapter in February 2017. This presentation will include short prepared thoughts by Mr. Kashkari and then a Q&A session about the fed’s policy and plans, economic forecast, and any political…

Find out more »

Allied Professional Meeting & Social – December 19 – 2:30 pm

December 19, 2017 @ 2:30 pm - 6:00 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
+ Google Map

Planning for Tax Reform: Year-End and Beyond with Mark Sellner, CPA, JD, LLM (taxation) Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner: LifeSprk

Find out more »
January 2018

Chapter Meeting – January 16 – 7:30 am

January 16 @ 7:30 am - 10:00 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
+ Google Map

HR 1: 2018 Economic Conditions and Forecast with Laura Kalambokidis PhD, State Economist – Minnesota HR 2: A Portfolio Managers Perspective – Managing Through Market Cycles with Ron Hume, Robert Kincade & John Schonberg, CFA Thanks to our January Host & Platinum Partner: Riverbridge Partners

Find out more »

FPA MN First Year Member Networking Social – Metropolitan Ballroom – January 23

January 23 @ 5:00 pm - 7:00 pm
Metropolitan Ballroom,
5418 Wayzata Boulevard, Golden Valley, MN 55416 United States
+ Google Map

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 Metropolitan Ballroom – Golden Valley. 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…

Find out more »
February 2018

FPAMN K’Nex – February 1, 5:00 – 7:00 PM

February 1 @ 5:00 pm - 7:00 pm
Minnesota State University, Mankato,
7700 France Ave. S. - Suite 340, Edina, MN 55435 United States
+ Google Map

FPA of MN K’Nex event facilitated by NexGen – Open to Everyone Using Your Instincts: All Gain, No Pain with Presenter Erin Werde There is often an overlooked facet of the mind: conation. Conation is defined as action derived by instinct; it is that ‘gut’ or innate pull within all of us. The only way to measure conation is through the Kolbe Index. As a Financial Planner, this information is critical in understanding yourself, your team and your clients. Attend…

Find out more »

Chapter Meeting – February 20 – 7:30 am

February 20 @ 7:30 am - 10:00 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
+ Google Map

Expanding Your Value as a Retirement Coach with Presenter Mitch Anthony Thanks to our February Host & Platinum Partner:

Find out more »

FPA of MN 5th Advocacy Day – February 22nd

February 22 @ 9:00 am - 3:30 pm
MN Senate Office Building,
95 University Ave W, St. Paul, MN 55155 United States
+ Google Map

The Professional Issues Committee of the Financial Planning Association of Minnesota, chaired by Brian Edstrom, has set the date for Advocacy Day in Saint Paul on Thursday, February 22nd. 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. Best parking is lot C (west of…

Find out more »

FPA of MN NexGen Networking Social – February 22

February 22 @ 5:00 pm - 7:00 pm
The Loop West End,
5331 W 16th St, Minneapolis, MN 55416 United States
+ Google Map

FPA of MN NexGen will be hosting a networking happy hour on Thursday, February 22nd at The Loop West End at The Shops at West End from 5 – 7 PM. We will be meeting at the left side of the bar where an area has been reserved. Appetizers and one drink ticket will be provided. FPA of MN members AND non-members under age 36 are encouraged to attend. The event is free for FPA of MN members, Career Day…

Find out more »

2018 Career Day – February 23

February 23 @ 7:30 am - 3:00 pm
DoubleTree – Park Place,
1500 Park Place Blvd, St. Louis Park, MN United States
+ Google Map

12th Annual FPA of MN Career Day 7:30 am – 3:00 pm DoubleTree by Hilton, Minneapolis – Park Place Registration link below.

Find out more »
March 2018

Chapter Meeting – March 20 – 11:30 am

March 20 @ 11:30 am - 2:00 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
+ Google Map

What your clients may not tell you – and what you can do about it: The challenges and opportunities facing financial planners today - Presenter Charlotte Beyer Thanks to our March Host & Diamond Partner: Charles Schwab

Find out more »

Pro Bono Workshop: March 20 – 2:15-3:15 pm

March 20 @ 2:15 pm - 3:15 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
+ Google Map

Join us on March 20th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Resources for working with seniors and vulnerable adults. Select this Optional Item during your registration. 2:15 – 3:15 pm – Main Room Golden Valley Country Club

Find out more »

FPA of MN NexGen Casual Coffee Social – March 21

March 21 @ 7:30 am - 9:00 am
Turtle Bread Company,
4762 Chicago Ave., Minneapolis, MN 55406 United States
+ Google Map

FPA of MN NexGen will be hosting a casual Coffee Social at Turtle Bread Company in South 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 2018

Chapter Meeting & Code of Ethics – April 17 – 7:30 am

April 17 @ 7:30 am - 12:15 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
+ Google Map

Triangulation: Integrating Life Insurance, Investment, and Estate Planning with Presenter Thomas Pauloski, J.D. followed by Interactive Ethics with Dan Candura, CFP® – 10:15 am – 12:15 pm; 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: PERL Mortgage Registration link below

Find out more »
+ Export Listed Events