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November 2018

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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FPA of MN NexGen Networking Social – February 28

February 28 @ 5:00 pm - 7:00 pm
The Loop West End, 5331 W 16th St
Minneapolis, MN 55416 United States
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FPA of MN NexGen will be hosting a networking happy hour on Thursday, February 28th 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 two drink tickets will be provided. FPA of MN members AND aspiring or early-career CFP® professionals are encouraged to attend. The event is free. RSVP required.

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March 2019

2019 Career Day – March 1

March 1 @ 9:00 am - 4:00 pm
Minnesota State University, Mankato, 7700 France Ave. S.
Edina, MN 55435 United States
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13th Annual FPA of MN Career Day 9:00 am – 4:00 pm MNSU - 7700 - Edina Campus Registration link below.

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Chapter Meeting – March 19 – 11:30 am

March 19 @ 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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Diversity in Financial Planning: Where We Are and Where We Must Go Presenter: Marilyn Mohrman-Gillis Thanks to our March Host & Platinum Partner: Woodbury Financial Services

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Media Mastery: Representing Yourself, Your Association and Your Profession Through the Media

March 26 @ 2:30 pm - 3:30 pm

FPA of Minnesota Virtual Media Training

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FPA of MN NexGen Casual Coffee Social – March 27

March 27 @ 7:30 am - 9:00 am
Spyhouse Coffee Roasters, 2451 Nicollet Ave
Minneapolis, MN 55404 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Spyhouse Coffee Roasters 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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April 2019

Chapter Meeting & Code of Ethics – April 23 – 7:30 am

April 23 @ 7:30 am
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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HR1: Future of the Profession - 10 Key Trends to Prepare for HR2: The Six Dimensions of Client Service Presenter: Bob Veres 7:30 - 10 am 10:15 am - 12:15 pm; CFP® Ethics - New Standards for a Fiduciary World: Understanding CFP Board’s Revisions Presenter: Dan Candura - 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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Small Group Discussion – April 25

April 25 @ 7:30 am - 8:30 am
Turtle Bread Company, 4762 Chicago Ave.
Minneapolis, MN 55406 United States
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FPA of MN will be holding a small group discussion on the March chapter meeting, "Diversity In Financial Planning" at Turtle Bread Company in Minneapolis. No registration required. Cost is free.

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Small Group Discussion – April 30

April 30 @ 7:30 am - 8:30 am
Dunn Brothers Coffee, 2814 W 43rd St
Minneapolis, MN 55410 United States
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FPA of MN will be holding a small group discussion on the April chapter meeting, "Future of the Profession - 10 Key Trends to Prepare for & The Six Dimensions of Client Service" at Dunn Brothers Coffee in Minneapolis. No registration required. Cost is free.

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FPA MN First Year Member Networking Social – Pinstripes Bistro-Bowling-Bocce – April 30

April 30 @ 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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May 2019

Chapter Meeting & Networking Social – May 21 – 2:30 pm

May 21 @ 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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Family Strategies for Paying for College and the Strategic Use of Student Loans Presenter: Cozy Wittman Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner: Miles Franklin Precious Metals

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FPA of MN NexGen Casual Coffee Social – May 22

May 22 @ 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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