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March 2018

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
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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

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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
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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.

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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
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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

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FPA MN First Year Member Networking Social – Rojo Mexican Grill, West End – April 24

April 24 @ 5:00 pm - 7:30 pm
Rojo Mexican Grill,
1602 West End Blvd., St. Louis Park, 55416
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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 Rojo Mexican Grill – The Rojo 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…

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May 2018

Chapter Meeting & Networking Social – May 15 – 2:30 pm

May 15 @ 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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Joint meeting with Alliance of Professional Associations: Triggering Owner Action: Moving a Marketplace with Presenter Scott Snider Followed by Networking Social: 5:00-6:30 pm. Thanks to our May Host & Platinum Partner: Mairs & Power Funds

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FPA MEDIA TRAINING – May 17

May 17 @ 3:00 pm - 4:30 pm

FPA is hosting its next All-Member Virtual Media Training on Thursday, May 17 from 3:00 to 4:30 p.m. CDT. 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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June 2018

Chapter Meeting – June 19 – 7:30 am

June 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: Served with a Subpoena, Now What? – Speakers, Sonja Eayrs & Kim Ruckdaschel-Haley Hr 2: Compliance Panel Discussion – Panelists, Melissa Glennie, Jim Lund, and Tiffany Chamberlain – Moderated by Brian Edstrom Thanks to our June Host & Platinum Partner: ATA RiskStation LLC Registration link below

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

June 19 @ 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 19th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Effectively Managing Student Loans. Select this Optional Item during your registration. 10:15 – 11:15 am – Main Room Golden Valley Country Club

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$10

FPA of MN NexGen Networking Social – June 21

June 21 @ 5:00 pm - 7:00 pm
Able Seedhouse + Brewery,
1121 Quincy St NE, Minneapolis, MN 55413 United States
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FPA of MN NexGen will be hosting a networking event on Thursday, June 21st at Able Seedhouse + Brewery in NE Minneapolis. NexGen committee members will be there early to grab some tables. FPA of MN members AND non-members under age 36 are encouraged to attend. The cost for the event is $10. Platinum and gold partner representatives are complimentary. Dress Code: Relaxed professional. It’s summer, it’s a brewery, it’s networking; so be comfortable! Proceeds from the event will be…

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July 2018

Chapter Meeting – July 17 – 11:30 am

July 17 @ 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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Tax Reform: The Final Edition with Bob Keebler, CPA/PFS, MST, AEP (Distinguished) Thanks to our July Host & Platinum Partner Objective Measure Registration link below

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$15

FPAMN K’Nex – July 18, 7:30 – 9:30 AM

July 18 @ 7:30 am - 9:30 am
Minnesota State University, Mankato,
7700 France Ave. S. , Edina, MN 55435 United States
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FPA of MN K’Nex event facilitated by NexGen – Open to Everyone Transferring Wisdom to the Next Generation of Planners – with Panelists: Janet Stanzak, CFP®, Sharon Bloodworth, CFP® and Nicole Winter Tietel, LUTCF Please join us as we learn from three leading Financial Planners, from the Twin Cities. They will share with us their career paths, experiences, and how our industry has evolved over the years. They will provide insight and guidance for the next generation of financial planners.…

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FPA MN First Year Member Networking Social – Pinstripes Bistro-Bowling-Bocce – July 26

July 26 @ 5:00 pm - 7:30 pm
Pinstripes Bowling – Bocce – Bistro,
3849 Gallagher Drive, Edina, MN 55435 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 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,…

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August 2018

FPA Golf & Bocce Outing – August 6

August 6 @ 11:00 am - 6:30 pm
Midland Hills Country Club,
2001 Fulham Street, Roseville, MN United States
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19th Annual Golf & Bocce Tournament Midland Hills Country Club, Roseville MN

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FPA MEDIA TRAINING – August 16

August 16 @ 3:00 pm - 4:30 pm

FPA is hosting its next All-Member Virtual Media Training on Thursday, August 16 from 3:00 to 4:30 p.m. CDT. 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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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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FPAMN K’Nex – September 26, 5:00 – 7:00 PM

September 26 @ 5:00 pm - 7:00 pm
Minnesota State University, Mankato,
7700 France Ave. S. , Edina, MN 55435 United States
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FPA of MN K’Nex event facilitated by NexGen – Open to Everyone Maximizing Internship Return on Investment with Presenters Luke Howk & Dan Hiebert CFP®, MSFS Please join us as we learn best practices in implementing an internship program at your firm. We will review the case for internships, basic components of internship programs. University requirements and legal considerations, challenges for the smaller firm, and much more! Fees: FPA Member – $25 Non-Member – $40 Light refreshments provided

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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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