Chapter events

1st Year Member
Networking Social
February 12

Rojo Mexican Grill - The Rojo Room, West End, 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 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 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 February 11, 2019

Chapter events

Chapter meeting
February 19

Golden Valley Country Club
There Are No Difficult Clients (only advisors who have run out of tools)
7:30 - 10:00 am

Rick Kahler, MSFP, CFP® - President, Kahler Financial Group

The premise is simple: Your client isn't the problem; it is an unhealthy belief system and the relationship we and our clients have with money that matters. This workshop explores how money is viewed by both financial planning practitioners and their clients using both didactic and experiential processes. Two self-evaluation assessment tools (KMSI-R and The Money Script Log), theory, research, and a demonstration are used to discover personal beliefs about money. The planner will learn the beginning phase of helping to facilitate transformation of negative beliefs and behaviors about money toward healthier belief systems.

Thanks to our February Host & Platinum Partner:
PERL Mortgage, Inc.

RSVP by February 15, 2019

Pro Bono Workshop: Effectively Managing Healthcare Costs
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.

For many, a medical diagnosis can create financial concerns and stressors that make focusing on their treatment challenging. This session will equip financial planners with tools and resources to help patients, their families and caregivers create a path toward financial stability during an uncertain time. Participants will learn about some of the most common challenges faced immediately after a diagnosis and during treatment, with experienced pro bono practitioners providing a process for prioritizing and addressing the financial needs of families experiencing a healthcare crisis, including:

  • Creating and/or examining budget and balance sheets
  • Organizing their finances, tracking and reducing expenses, and managing debts
  • Troubleshooting and anticipating financial challenges
  • Contemplating credit decisions and new uses of assets
  • Examining life, long-term care or disability insurance questions

Select this Optional Item during your registration.

Chapter events

FPA of MN 6th Annual Advocacy Day
February 21

MN Senate Office Building - Room 2412, St. Paul

9:00 am - 3:30 pm

Help us raise awareness of FPA MN among our state legislators. Our goal is to build a relationship with legislators so that they better appreciate the role financial planners and FPA MN plays in the lives of Minnesotans. We need everyone’s help to do that.

Meet Minnesota Department of Commerce Officials - 10:00 AM – You are invited to meet with officials from the Minnesota Department of Commerce (including, we hope, the newly appointed Commerce Commissioner, Steve Kelley). Commerce officials will discuss regulatory initiatives and any pending legislation that will impact financial planners and small businesses, in general, doing business in Minnesota. Commerce staff will be available to answer your questions on their legislative and regulatory priorities.

We hope that you will take time to partake in our democratic process and let your legislators know about all great things FPA MN does.

RSVP by February 19, 2019

Chapter events

FPA of MN NexGen
Networking Social
February 28

The Loop West End, St. Louis Park

5:00 - 7:00 pm

FPA of MN NexGen will be hosting a networking happy hour on Thursday, February 16th at The Loop West End from 5 PM – 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 non-members under age 36 are encouraged to attend.

The event is free. RSVP required.

RSVP by February 27, 2019

Chapter events

13th Annual
FPA of MN Career Day
March 1

MNSU - 7700 France Ave S.
Edina Campus - Suite 500

9:00 am - 4:00 pm

Are You Looking to Hire? Looking to be Hired?
FPA Career Day is designed to simplify the process for you!

Career Day brings together established financial planning professionals and those newer to the profession with a day of speakers, workshops, discussions and interviews. Join us!

This event is for registered employers only and limited to the first 10 firms to register.

RSVP by Wednesday, February 8th (Early Bird)
Final Registration is Wednesday, February 15, 2019

If you submit your registration after February 15th, you may attend, but will not be guaranteed interview slots.