chapter events

Chapter Meeting & Pro Bono Workshop
June 20

Golden Valley Country ClubP u r c h a s e
W e b i n a r
Asset Planning Double Feature
followed by Pro Bono Workshop:
Getting to Know Local Organizations
7:30 am - 10:00 am

HR 1: Mechanics & Real Life Strategies Using Reverse Mortgage with presenter Alina Passarelli
This session provides an overview of the FHA insured reverse mortgage product called an HECM; including the purpose and evolution of its development, consumer safeguards, HUD’s involvement and the regulatory environment for this product.
The program offers an understanding of reverse mortgage mechanics; Consumer and property qualification, funds allocation, maturity date and repayment options, along with analytical skills to aid in utilizing this product as a retirement planning tool.

HR 2: Transferring Special Real Estate Assets in an Estate Plan with Presenter Rachel Dahl
Often times, one of the largest assets a client will own is real estate. Understanding the different types of real estate ownership and the different forms of real estate a client may have in their portfolio is critical in order to properly advise clients from a financial and estate planning perspective.

Thanks to our June Host & Platinum Partner:
Klein Mortgage

social events

NexGen Networking Social
June 28

Summit Brewery in St. Paul
FPA MN NexGen Networking Social – Summit Brewery in St. Paul

FPA of MN NexGen will be hosting a networking event on Wednesday, June 28th at Summit Brewing Company in Saint Paul from 5 – 7 PM.

Meet at the Taproom for networking around 5 PM, followed by a brief brewery tour. FPA of MN members AND non-members under age 36 are encouraged to attend. The cost for the event is $20. Beer and pizza will be included.

This event will be sponsored by our partner, John Zydowsky at Tradition Mortgage. Proceeds from the event will be donated to the charity of the year Homeward Bound.

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

Annual Golf & Bocce Tournament
August 7

Midland Hills in Roseville
FPA MN 18th Annual Golf & Bocce Tournament at Midland Hills Golf Club in Roseville

Don’t miss the 18th Annual Golf Tournament. Plan to take a break to enjoy a day of golf at Midland Hills Golf Club in Roseville on Monday, August 7th.

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!

2017 Symposium

October 16-17

Minneapolis Convention Center
Mark your calendar now for 2017.  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!