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September 2018

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

September 18, 2018 @ 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, 2018 @ 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, 2018 @ 8:00 am - October 9, 2018 @ 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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FPA of MN NexGen Casual Coffee Social – October 24

October 24, 2018 @ 7:30 am - 9:00 am
Nina’s Coffee Café, 165 Western Ave N
St. Paul, MN 55102 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Nina’s Coffee Café in St. Paul. 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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FPA of Minnesota Town Hall – Duluth – October 25

October 25, 2018 @ 7:30 am - 9:00 am
Northland Country Club, 3901 E Superior St
Duluth, MN 55804 United States
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FPA of MN invites you to a morning session on Thursday, October 25th, 7:30 - 9:00 am at Northland Country Club. A couple of members of the Board of Directors will provide an update on some opportunities to get involved as well as to seek your feedback on FPA programming. A light breakfast will be provided. We look forward to hearing from you! Register soon as space is limited!

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Twin Cities Financial Planning Day – Volunteers – October 27

October 27, 2018 @ 10:00 am - 2:00 pm
Wilder Center, 451 Lexington Parkway North
St. Paul, 55104 United States
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Twin Cities Financial Planning Day!! October 27, 2018 Wilder Center - St. Paul 10:00 am – 2:00 pm Need volunteers for: One-on-One 20 minute reviews and 50-minute group educational seminars (Please note - you must be a CFP® in good standing to volunteer) Sign – up to volunteer @ volunteers@fpamn.org. All CFP® volunteers providing one-on-one consultations are strongly encouraged to complete the following online training through the Foundation for Financial Planning if they have not previously done so. One hour…

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Twin Cities Financial Planning Day – October 27

October 27, 2018 @ 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 MN First Year Member Morning Networking – Metropolitan Ballroom – October 30

October 30, 2018 @ 7:30 am - 9:00 am
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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November 2018

FPA of MN Member Appreciation Event

November 8, 2018 @ 4:30 pm - 6:30 pm
al Vento, 5001 - 34th Ave. S
Minneapolis, MN 55417 United States
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Join us for the Member Appreciation Event! This is our way of saying Thank you for being a long-standing Member of 10 years or MORE! Jason Kallsen from Twin Cities Wine Education will present “Old World New World” while you enjoy light appetizers, refreshments and networking at al Vento in south Minneapolis. Come learn, taste, and compare the wines of Europe vs. the wines of the ‘New World’ with certified sommelier Jason Kallsen of Twin Cities Wine Education. European wines…

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FPA MEDIA TRAINING – November 15

November 15, 2018 @ 3:00 pm - 4:30 pm

FPA is hosting its next All-Member Virtual Media Training on Thursday, November 15 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, 2018 @ 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 Power of Purpose and Your Purpose Checkup with Richard Leider Thanks to our November Host & Platinum Partner Jensen Investments Registration link below

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FPA of MN Volunteer Appreciation Event

November 27, 2018 @ 4:30 pm - 7:30 pm
Punch Bowl Social Minneapolis, 1691 Park Pl Blvd
Minneapolis, 55416 United States
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We would love to have you join us for a volunteer appreciation event in your honor on Tuesday, November 27th from 4:30 – 7:30 pm at Punch Bowl Social Minneapolis in the Holiday Lodge. 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 4:30 pm, appetizers and drinks…

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FPA MN – Strategic Planning Day

November 30, 2018 @ 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 2019 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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December 2018

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

December 18, 2018 @ 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 with Presenter Bill Winterberg Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner Miles Franklin Precious Metals Registration link below

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January 2019

Chapter Meeting – January 15 – 7:30 am

January 15 @ 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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2 Hours with Gail MarksJarvisHR 1: Client Trust and the Future of the ProfessionHR 2: Paying for College When You Haven’t Saved Enough Thanks to our January Host & Platinum Partner: Riverbridge Partners

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FPA of MN NexGen Casual Coffee Social – January 23

January 23 @ 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 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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February 2019

FPA MN First Year Member Networking Social – Rojo Mexican Grill, West End – February 12

February 12 @ 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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Chapter Meeting – February 19 – 7:30 am

February 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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There Are No Difficult Clients (only advisors who have run out of tools) Presenter: Rick Kahler, MSFP, CFP® Thanks to our February Host & Platinum Partner: PERL Mortgage, Inc.

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Pro Bono Workshop: February 19 – 10:15-11:15 am

February 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 February 19th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Effectively Managing Healthcare Costs. Select this Optional Item during your registration.

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FPA of MN 6th Advocacy Day – February 21st

February 21 @ 9:00 am - 3:30 pm
MN Senate Office Building, 95 University Ave W
St. Paul, MN 55155 United States
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The Professional Issues Committee of the Financial Planning Association of Minnesota has set the date for Advocacy Day in Saint Paul on Friday, February 21st. We'll meet in the Senate Office Building, Room 2412. 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 in the new administration. Best parking is lot C (west of…

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