Events

Chapter events

Chapter meeting
June 18

Golden Valley Country Club
Marketing Magnetism! Strategies for Acquiring NEW Business
By Standing Out From The Competition
7:30 - 10:00 am

Presenter: Maribeth Kuzmeski, PhD

What’s working right now to attract new business, expose your community brand, get people talking, and differentiate your institution? In this ADD world where no one is paying attention, hear an inspiring presentation of the marketing, branding and messaging strategies that are producing results for some of the world’s most successful financial advisors. The strategies are mostly inexpensive, can be implemented immediately, and are generating revenue increases now! From new media to traditional methods and differentiating upgrades - learn what’s working now.

Thanks to our May Host & Platinum Partner:
JP Morgan Asset Management

RSVP by June 14, 2019


Pro Bono Workshop: Creative Planning for Cash Flow Constraints: Three Case Studies
10:15 - 11:15 am

Join us on February 19th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop - Effectively Managing Healthcare Costs.

Many financial planning challenges, especially those addressed through pro bono engagements, are a result of limited cash flow. This workshop will provide attendees with creative ideas for addressing cash flow constraints through guided small group discussions. Attendees are encouraged to share their own ideas/resources as well.

Whether you work with retirees looking for ways to stretch their fixed incomes, have clients stressed by debt payments or coach young professionals struggling with student loans, this workshop is for you!

Select this Optional Item during your registration.

Chapter events

FPA of MN NexGen Networking Social
June 27

Able Seedhouse + Brewery
NE Minneapolis

5 - 7:00 pm

FPA of MN NexGen will be hosting a networking event on Thursday, June 27th at Able Seedhouse + Brewery in NE Minneapolis. NexGen committee members will be there early to grab some tables.

FPA of MN members AND non-member students who are aspiring or early-career CFP® professionals are encouraged to attend. The cost for the event is $10 which includes (2) beverage tickets. Platinum and gold partner representatives are complimentary.

Dress Code: Relaxed professional. It’s summer, it’s a brewery, it’s networking; so be comfortable!

RSVP by June 27, 2019

Chapter events

FPA of MN 1st Year Member
Networking Social
July 23

Copperwing Distillery
St. Louis Park

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 Copperwing Distillery in St. Louis Park. Tour the microdistillery and get a drink ticket for a cocktail. Enjoy refreshments and appetizers. 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!

RSVP by July 22, 2019