Events

Spring Training
April 23, 2024

DoubleTree by Hilton Minneapolis-Park Place

11:30 am - 5:00 pm

Join us for Spring Training – a half-day event filled with enlightening sessions and continuing
education opportunities. Check out the lineup:

What’s Their Money For? Helping Clients Understand Money’s Role in Their Lives
Keynote Speaker: Derek Hagen, Founder of Meaningful Money

Decumulation Diversification
Partner Session: Schyler Adams, CFP®, Director of Advanced Strategies & Planning Platforms, Allianz

Ins and Outs of Private Equity
Partner Session: Walker Mays, Regional Vice President of CNL Securities

The Accidental Economy Continues
Partner Session: Anu Gaggar, CFA®, FRM®, Capital Markets Strategist, Fidelity

FPA of MN Book Club – Powered by the DEI Committee
April 30, 2024

Virtual

11:30 am - 12:30 pm

We are excited to announce our next book selection for our upcoming meeting: A Place for Us by Brandon
J. Wolf. This memoir delves into the deeply personal journey of self-discovery and acceptance
experienced by the author as a gay man in contemporary America. Wolf shares his story of growing up in a
conservative Christian family in the South, navigating the complexities of his sexual orientation, and
finding his place in a society that too often marginalizes LGBTQ+ individuals. Through his candid
reflections on relationships, identity, and resilience, Wolf offers profound insights into the
challenges and triumphs of coming out and embracing one's true self.

Join us as we explore the themes of love, family, and belonging in "A Place for Us." We look forward to
engaging discussions and meaningful reflections on this powerful memoir.

Registration launching soon!

*If you do not have access to the book, simply reach out to us at dei@fpamn.org, and we'll ensure you have the resources to fully
participate.

NexGen Casual Coffee
May 2, 2024

Five Watt Coffee on Lyndale

8:00 am - 9:00 am

FPA of MN NexGen will be hosting an In-Person Casual Coffee Social at Five Watt Coffee in Uptown. No
registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up at a local
coffee shop, have a cup of coffee together, and get to know each other.


 

Allianz Partner Session
May 16, 2024

In Person OR Virtual

Registration launching soon!

Allianz


 

New Member Breakfast
May 21, 2024

In Person - Location TBD

8:00 am - 9:00 am

Join us for a delightful morning of networking, camaraderie, and insightful discussions as we warmly
welcome our newest members into the FPA of Minnesota community. Whether you're a seasoned veteran or
just starting your journey in the industry, the New Member Breakfast promises to be a valuable
experience filled with meaningful connections, valuable insights, and exciting opportunities. Don't miss
this chance to kick-start your membership journey on the right foot and discover the endless
possibilities that await you within FPA of Minnesota. Registration for this event will open soon!


 

Mentorship Program Kick-Off
June 4, 2024

Virtual

1:00 pm - 2:30 pm

 


 

Chapter Meeting
July 16, 2024

Met Ballroom OR Virtual

11:00 am - 2:00 pm

Topic and registration launching soon!


 

Membership 101
July 23, 2024

Virtual

12:00 pm - 1:00 pm

Join us for a comprehensive virtual session designed to introduce you to the vibrant community and
valuable resources available through FPA of Minnesota. Whether you're a new member or considering
joining, this session is your gateway to maximizing the benefits of your membership.


 

NexGen Casual Coffee
August 1, 2024

Five Watt Coffee on Lyndale

12:00 pm - 1:00 pm

FPA of MN NexGen will be hosting an In-Person Casual Coffee Social at Five Watt Coffee in Uptown. No
registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up at a local
coffee shop, have a cup of coffee together, and get to know each other.


 

Mentor Networking Event
August 20, 2024

Virtual

1:00 pm - 2:00 pm

 


 

Mentee Networking Event
August 27, 2024

Virtual

1:00 pm - 2:00 pm

 


 

Past Presidents Meeting
September 10, 2024

In Person - Location TBD

11:30 am - 1:30 pm

Join us for an exclusive gathering of esteemed past presidents as we come together to reflect, connect,
and chart the course for the future of our association. This distinguished event brings together leaders
who have shaped the trajectory of our industry and association, offering a unique opportunity for
collaboration, knowledge exchange, and networking.


 

ASCEND - Annual Conference
October 22 - 23, 2024

Minneapolis Convention Center

The ASCEND conference is known across the country for providing incredible value and meaningful content.
We continue to offer high-profile speakers, timely presentations, chances to network and meet conference
partners, and opportunities to earn Continuing Education Credits. As financial planning professionals,
our work is more important now than ever. This conference will provide a fantastic opportunity to
connect with others, learn new insights and ASCEND your career in 2024 and beyond. We hope you’ll join
us!


 

NexGen Casual Coffee
November 7, 2024

Five Watt Coffee on Lyndale

8:00 am - 9:00 am

FPA of MN NexGen will be hosting an In-Person Casual Coffee Social at Five Watt Coffee in Uptown. No
registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up at a local
coffee shop, have a cup of coffee together, and get to know each other.


 

Mentorship Program Meeting
November 12, 2024

In Person - Location TBD

4:00 pm - 6:00 pm

 


 

New Member Happy Hour
November 14, 2024

In Person - Location TBD

4:30 pm - 6:30 pm

Join us, November 19, for our 'New Member Happy Hour'! Whether you're a seasoned industry professional
or a fresh face in the field, this event is the perfect opportunity to connect with fellow members,
network, and unwind after a busy day. Enjoy complimentary refreshments and engage in lively
conversations as you learn more about the benefits of being part of our vibrant community. Don't miss
out on this chance to forge valuable connections and kickstart your journey with us!


 

Chapter Meeting
November 19, 2024

The Town & Country Club OR Virtual

Topic and registration launching soon!

 

Strategic Planning Session
December 4, 2024

FPA of MN Offices

11:30 am - 4:00 pm

This session is an opportunity for our Board members, committee volunteers, and members to come
together, exchange ideas, and contribute to the strategic direction of FPA of MN. We will also discuss
how FPA of MN fits into national FPA (OneFPA). Your expertise and perspective are invaluable in this
process and will help us create a roadmap for the years to come.


 

Membership 101
December 4, 2024

Virtual

12:00 pm - 1:00 pm

Join us for a comprehensive virtual session designed to introduce you to the vibrant community and
valuable resources available through FPA of Minnesota. Whether you're a new member or considering
joining, this session is your gateway to maximizing the benefits of your membership.