NexGen Social

FPA of MN NexGen Networking Social
June 21

Able Seedhouse + Brewery
FPA of MN NexGen will be hosting a networking event on Thursday, June 21st at Able Seedhouse + Brewery in NE Minneapolis.
5 - 7 pm

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 donated to the charity of the year Gillette Children's Specialty Healthcare.

Chapter event

Chapter Meeting
July 17

Golden Valley Country Club
Tax Reform: The Final Edition
Presenter Bob Keebler, CPA/PFS, MST, AEP (Distinguished)
11:30 am - 2:00 pm

Now that we've had time to analyze the 2017 tax reform bill, the critically important changes are very clear. Next, financial planners must get up to speed; regarding how clients will be impacted and become aware of the available planning options available.

Bob Keebler, CPA, MST, AEP will deliver a dynamic program in which attendees will learn:

  • key individual reforms including the new rates, AMT changes, and the overall of deductions.
  • about the partial elimination of Roth Recharacterizations.
  • about new opportunities and traps with the 21% corporate rate.
  • about the new 20% deduction for Qualified Business Income.
  • how to mathematically compare electing to be taxed as a C-corporation or pass-thru.
  • about the new overall excess business loss limitation in Section 461.
  • about the expansion of bonus depreciation and the Section 179 deduction.
  • about the new limitation on the deductibility of business interest expense.
  • of the changes to estate planning, drafting, and administration with a higher exemption.

Thanks to our July Host & Platinum Partner:
Objective Measure

NexGen K'Nex event

FPA of MN K'Nex
July 18

MNSU 7700 Campus - Edina
Transferring Wisdom to the Next Generation of Planners
with Panelists: Janet Stanzak, CFP®, Sharon Bloodworth, CFP® and Nicole Winter Tietel, LUTCF
7:30 – 9:30 am

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.

Social event

First Year Member Social
July 26

Pinstripes Bistro-Bowling-Bocce, Edina
First Year Member Networking Social
5:00 - 7:30 pm

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, yet never least, it allows the FPA of MN to say thank you for joining!

Chapter events

2018 Annual GOLF and
August 6

Midland Hills Country Club
Don’t miss the 19th Annual Golf Tournament. Plan to take a break to enjoy a day of golf at Midland Hills Country Club in Roseville on Monday, August 6th.
11:00 am - 6:15 pm

This first-class tournament brings the Board Room outdoors so you can network with other financial and business professionals from around the state of Minnesota. The unique Scramble format opens the tournament up to golfers of all abilities.

For all of the non-golfers out there, we hope you will participate in the Bocce Ball tournament!

Our Charity Pick This Year: Gillette Children's Specialty Healthcare. For 120 years, Gillette Children’s Specialty Healthcare, an independent pediatric hospital has been specializing in treating children who have complex disabilities, rare disorders and traumatic injuries.

Situated on 160 acres of rolling terrain, the golf course at Midland Hills Country Club seems spacious in this urban setting. The variety of beautiful trees located in and around provides a barrier for the course from neighboring areas, giving the golfer a great feeling of serenity.

Register by June 22nd & receive a FREE MULLIGAN!

2018 Symposium

October 8-9

Minneapolis Convention Center
Mark your calendar now for 2018.  The Symposium Committee is securing some fantastic keynote speakers and breakouts for both Monday and Tuesday.  The Symposium will include three hours of ethics, cutting edge information, plus practice management and NexGen topics.  This two-day event will offer up to to 14 hours of continuing education to satisfy CFP, NASBA, CIMA, MN & WI insurance and CLE. Early bird registration is open!