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December 2017
$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
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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…

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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
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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

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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
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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

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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
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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 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…

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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. - Room 517, Edina, MN 55435 United States
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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…

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

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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
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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…

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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
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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…

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

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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
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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

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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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