Events

Social event

First Year Member Social
April 24

Rojo Mexican Grill - West End, St. Louis Park
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 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!

Chapter events

Chapter Meeting &
Networking Social
May 15

Golden Valley Country Club
Joint meeting with Alliance of Professional Associations: Triggering Owner Action: Moving a Marketplace
Presenter Scott Snider
2:30 - 5:00 pm
Followed by Networking Social: 5:00-6:30 pm

The single biggest challenge facing exit planning advisors today is competition. But not your typical competition, not the “advisor next door.” You are up against the greater opponent: DOING NOTHING.
We’ve all heard it from our business owner clients...
I’m not looking to make any shifts in the near future so this isn’t relevant for me.”
“I’m sorry, but I’m too busy to worry about this

Or even worse...silence.
Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your "$10 Trillion Dollar Opportunity” and now is the time to develop a strategy that embraces the owner mindset, provoking good questions, providing a breadcrumb trail to useful information, and empowering owners to take action.

Thanks to our May Host & Platinum Partner:
Mairs & Power

2018 Symposium

Mon-Tues
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!