Events

Chapter events

FPA MN First Year Member Networking Social
January 28

The Local-West End - The Cooper’s Room, 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. There will be delicious hors d’oeuvres and beverages served, as well as interesting conversations. It will also provide an opportunity for you 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 January 27, 2020

Chapter events

FPAMN K’Nex
January 29

Accredited Investors, Inc., Edina
7:30 – 9:00 am

If you are a state-regulated RIA or are thinking of starting your own RIA, this event is for you. The Professional Issues and NexGen Committees are sponsoring a panel discussion on the regulatory challenges and opportunities facing state Registered Investment Advisor in particular or anyone considering starting their own RIA. The panel will consist of regulators and consultants discussing what it takes to start an RIA and what is involved in staying in compliance. Panelists include: Keith Loveland, JD, AIFA, CIDA, GFS: Loveland Consulting, Annette Minor: Manager – Securities Examinations for the Minnesota Department of Commerce and Brian Edstrom: Attorney at Avisen Legal, P.A.

RSVP by January 28, 2020

Chapter events

Chapter meeting
February 18

Golden Valley Country Club
7:30 - 10:00 am
Presenter: Terry Fitzgerald, PhD

HR 1 - The Economic Outlook and Monetary Policy
This presentation will include prepared thoughts by the Vice President of Research of the Federal Reserve Bank of Minneapolis, Mr. Terry Fitzgerald. The program will open to questions from the audience about the fed’s history and role, current economic conditions, economic forecast, and current state of monetary policy.


9:00 - 10:00 am
Presenter: Frank Douma

HR 2 - Minnesota’s Transportation Future: How New Technologies and other Innovations will Affect Competitiveness
Minnesota's transportation infrastructure, while always critical for supporting a vibrant economy, will soon change in ways that were barely imagined, let alone implemented, in recent memory. While safety and reliability should remain the cornerstones of the system, the methods of achieving these goals will be quite different. Mr. Douma will discuss several recent studies that show how new methods of analysis and technological innovations are driving this change, and the implications of these changes for Minnesota's economy. Some of the most obvious changes will be in how freight is delivered, but other impacts include how the infrastructure is paid for, and who uses it. In the latter category, Douma will introduce key opportunities in workforce and equity consideration as well.

RSVP by February 14, 2020


10:15 - 11:15 am

Pro Bono Workshop: Learn about Financial Cancer Care
Immediately following the February chapter meeting, the Financial Planning Association of Minnesota (FPA MN) invites all members to join us for a special pro bono workshop where you’ll learn about Financial Cancer Care, an important new pro bono initiative in collaboration with the Angel Foundation and the Foundation for Financial Planning. The Financial Cancer Care program is an innovative and impactful program that will provide cancer patients and their caregivers with financial planning and education to help mitigate the financial risks associated with treatment, allowing them to focus on getting well.

If you are a Certified Financial Planner (CFP®) professional, we invite you to learn about the most common challenges faced by cancer patients and their families, and how you can use your time and expertise to help. Staff from the Angel Foundation and experienced pro bono volunteers will provide helpful tips and resources to help planners engage with fellow Minnesotans in need as they create a path toward financial stability during an uncertain time.

Select this Optional Item during your registration.

FPA of MN’s Snow Days Golf Par-Tee
February 27

TopGolf Minneapolis, Brooklyn Center
4:00 – 7:30 pm

Please join us for a brand new FPA event in anticipation of sunnier days and greener grass. This event provides a great opportunity to connect with our community, valued partners, and escape the confines of our typical winter routines at the hottest new golf venue in the Twin Cities. A Fajita Fiesta dinner will be provided and there will be networking opportunities throughout the evening. Dust off your clubs and warm up your swings at our very first TopGolf tournament.

Ever been bowling? Well, at TopGolf, you play in a “bay” rather than a lane, and from that bay, you hit micro-chipped golf balls into giant targets in their outfield to score points.

Dinner includes complimentary soft drinks, coffee and water. Cash Bar will be available.

RSVP by February 24, 2020

Chapter events

FPA of Minnesota Career Day 2020
February 28

MNSU - 7700 France Ave S. - Edina Campus
9:00 – 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!

Students and Career Changers:
Are you tired of standard career fairs? Are you looking for a better experience connecting with potential employers and industry professionals? Attend this day to learn more about the financial planning profession, meet Financial Planning Association members, and interview with area financial planning firms.

$10 Early Bird until February 9, $25 Final Registration from February 10th - February 16th, 2020.