Loring Park / E DubuqueLand of 10,000 Lakes/B Stanley

Calendar of Events

Meetings are usually held the 3rd Tuesday of the month at the Golden Valley Country Club. It is our goal to have the regular monthly meetings qualify for MN insurance licensing, CPE (NASBA) and CFP Board credits. The August meeting is replaced by the annual golf tournament. The Code of Ethics course is held twice every year in the metro area and once a year in Greater Minnesota. One special educational session is in a case study format, providing four credits, and is usually held in the Spring. For detailed information on a monthly meeting, click directly on the meeting topic.

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Upcoming Potential Meetings and Topics

January 19
7:30 am
Economist Terry Fitzgerald from the Federal Reserve
What Fiduciary Means Today - Knowledge Cafe with Keith Loveland
January 21
Tele-Conference
Career Development Workshop:
Developing your Carriage Trade Marketing Plan
See details in the January Newsletter - 4 part series
February 16
7:30 am
To Roth or Not To Roth with Presenter Michael Kitces
February 26
7:30 am - 3:30 pm
4th Annual Career Day
Doubletree Hotel, St. Louis Park
March 3
Career Development Workshop:
Incorporating Technology into your Practice
March 16
11:30 am
Advanced Social Security Planning with Presenter Elaine Floyd

Unable to attend? Consider purchasing the Virtual Learning Seminar. Season Ticket Holders: $15; Members: $30; Non-Members: $45 - VLC approved for CFP credit only. Once payment is received, access instructions and link will be forwarded by email. Register through the link in the FPA Store.
March 22
6:30 pm
How Can I Afford Retirement? Investor Education at the Library.
Featuring FPA member Joan Rossi, CFP®
Press Release
April 5
6:30 pm
How Can I Afford Retirement? Investor Education at the Library.
Featuring FPA member Todd Gruenig, CFP®
Press Release
April 7
Career Development Workshop:
Understanding How to Use Life Insurance in Financial Planning
April 19
6:30 pm
How Can I Afford Retirement? Investor Education at the Library.
Featuring FPA member Nate Wenner, CFP®, CPA, PFS, CIMA
Press Release
April 20
7:30 am
Retirement Portfolio with Presenter Jon Guyton
April 20
10:15 am
Code of Ethics Course with Presenter Keith Loveland
May 3
6:30 pm
How Can I Afford Retirement? Investor Education at the Library.
Featuring FPA member Marcus Winbush, CFP®
Press Release
May 5
Career Development Workshop:
Estate Planning Basics
May 18
2:30 pm
Monthly Chapter Meeting
Estate Planning Updates
June 2
Career Development Workshop:
Using Social Events to Create Appointments
June 15
7:30 am
Monthly Chapter Meeting
Aging Panel - Medicare, AARP, Newman Long Term care
July 7
Career Development Workshop:
Understanding Clients' Goals and Objectives
July 20
11:30 am
Monthly Chapter Meeting
Health Care Reform
August 3, 2010
Annual Golf and Bocce Ball Outing - Island View Country Club, Waconia
2009 Golf and Bocce Ball Photo Gallery
2008 Golf and Bocce Ball Photo Gallery
August 4
Career Development Workshop:
Effective Fact-Finding Techniques - Part 1
September 1
Career Development Workshop:
Effective Fact-Finding Techniques - Part 2
September 21
7:30 am
Monthly Chapter Meeting
Income Tax Updates
October 19-20
ANNUAL FPA SYMPOSIUM
November 3
Career Development Workshop:
Asking For and Getting Referrals - Part 1
November 16
7:30 am
Market Update with Presenter Steve Leuthold of Leuthold Weeden
December 1
Career Development Workshop:
Effective Fact-Finding Techniques - Part 2
December 21
2:30 pm
Monthly Chapter Meeting - Allied Professional Meeting
Making Money Matter: A values-driven behavioral approach to financial and personal fulfillment with Presenter Doug Lennick







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Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
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