Calendar of Events
|
Meetings are usually held the 3rd Tuesday of the month. 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. |
Register for
an event  |
Year 2008 Potential Meetings and Topics
|
January 15
7:30 am |
Financial Planning for Non-Traditional and Unmarried Couples Presenter JT Hatfield Smith |
|
February 19
7:30 am |
Economic Overview; Presenter Gary Stern of the Minneapolis Federal Reserve Pro Bono Training and Volunteer Training |
|
February 22
|
2008 Career Day Sponsor a student for only $50. |
|
March 18
2:30 pm |
Delivering Quality Financial Advice to the Untapped Market Presenter Sheryl Garrett |
|
April 1-30
|
Financial Literacy Month |
|
April 15
7:30 am |
Monthly Chapter Meeting - The Top Estate Planning Techniques for Use in Minnesota with Presenter Earl Cohen Unable to attend? Join us through webcasting- Webcast: https://www1.gotomeeting.com/register/225459206 Location: Golden Valley Country Club, 7001 Golden Valley Road Pending Approval: 2 hours of MN CE, CFP Board, and NASBA |
|
April 15
10:15 am |
Code of Ethics Immediately following the morning Chapter Meeting |
|
April 30, 2008
|
Spring and Fall New Member Receptions Photo Gallery: Year 2007 Photo Gallery: Year 2006Photo Gallery: Year 2005 Photo Gallery: Year 2004Photo Gallery: Year 2003 Photo Gallery: Year 2002 |
|
May 20
11:30 am |
Monthly Chapter Meeting - Dynamic Allocation Strategies for Distribution Portfolios: Determining the Optimal Distribution Glide Path with Presenter David Blanchett David Blanchett's Handout TECHNOLOGY PANEL - BACK-OFFICE SOLUTIONS Panelists Day James (MyTech), Mike McKeen (Zero-One-Zero), Scott Hackbarth, Bill Hafdal, Robert Smith and Moderator Shannon Clark others for a time of Q&A about your back-office solutions. |
|
May 29 - June 4
|
FPA Retreat 2008 Explore advanced concepts, challenge existing mindsets and engage in highly interactive educational sessions. From ethics to retirement, globalization to Modern Portfolio Theory. Early Bird ends March 28th. Fort Lauderdale, Florida |
|
June 17
7:30 am |
Monthly Chapter Meeting - Employers and Health Care Reform: The New Challenges of 2008 Presenter Greg Dattilo will provide a unique and informed insight into both national and state health care reform efforts and how they affect employers and agents. Drawn from the two books he co-authored with Dave Racer, and ongoing intensive research, Dattilo presents the most up to date, agents' perspective of how health reform is attempting to change the market - for better or worse. Available through Webcast Members: $50; Non-Members: $65 - webcasting approved for CFP credit only |
|
July 13-18
|
Minnesota Business Ventures, St. Cloud State University: Opportunities for advisors to speak to students at business camp |
|
July 15
2:30 pm - 4:00 pm followed by a Networking Social |
Monthly Chapter Meeting - Global Markets Presenter Scott Anderson, Wells Fargo Bank, N.A. Scott Anderson holds a doctorate in economics with an emphasis in monetary theory and international trade and finance from George Washington University. He is responsible for analysis and forecasting of international, national and regional economic trends. His areas of focus include macroeconomic and interest rate forecasting, financial markets, and international economics. |
|
July 27 - August 1
|
Minnesota Business Ventures, St. John’s University: Opportunities for advisors to speak to students at business camp |
|
August 18, 2008
|
August Newsletter and Annual Golf & Bocce Ball Outing MARK YOUR CALENDAR: Monday, August 18th at Majestic Oaks REGISTRATION LINK 2007 Golf Results and Photos Photo Gallery: Year 2006 |
|
September 16
7:30 am |
Monthly Chapter Meeting - Life Planning with Presenter George Kinder Internationally recognized as the father of the Life Planning movement, the Harvard-educated Kinder is the Founder of the Kinder Institute of Life Planning. He has been a practicing financial planner and tax advisor for nearly 30 years and will speak on how to bring your practice alive, by delivering transformational experiences to your clients as part and parcel of the financial planning process. Unable to attend? Join us through webcasting! For this meeting, by accessing through webcasting, there is a cost - Members: $50; Non-Members: $65 - webcasting approved for CFP credit only Pro Bono Training and Volunteer Training, immediately following the chapter meeting. |
|
September 17-18
|
2-Day Workshop - Seven Stages of Money Maturity Hilton Minneapolis, 3800 American Blvd. E., Bloomington |
|
October 6 - 12
|
Financial Planning Week: Opportunities for advisors to speak in classrooms |
|
October 15
12 Noon |
Public Event - Health Care Reform: Building Momentum for Change Humphrey Institute Conference Center, U of M, 301 19th Avenue S, Minneapolis MN 55455 |
|
October 20-21
Monday-Tuesday |
ANNUAL FPA SYMPOSIUM: Registration Link |
|
November 12
5:30 pm |
Fall New Member Reception |
|
November 14
|
2009 Strategic Planning Meeting Golden Valley Country Club |
|
November 18
7:30 am |
Monthly Chapter Meeting - Identifying Undervalued and Overvalued Stock Markets with Presenter Steve Leuthold Steven Leuthold is founder & Chief Investment Officer of The Leuthold Group, LLC, an investment management and institutional research firm. Steve and the portfolio management/analyst team employ quantitative historical research to develop sophisti-cated models which drive the investment management decisions. |
|
December 16
11:30 am |
Monthly Chapter Meeting - The Financial Wisdom of Ebenezer Scrooge: Transforming your Client's Relationship with Money Presenter Rick Kahler Ebenezer Scrooge would seem an unlikely source from which financial planners could glean wisdom on how to facilitate change in their clients. However, Dickens' classic tale of how Scrooge left behind his broken relationship with money and transformed into a joyful, compassionate and generous man is a powerful model planners can benefit from today. Come join Klontz and Kahler in an enlightening presentation on how you too can transform the role of money in your clients' lives. |
[Home Page] [Visitors] [Members] [About FPA] [Outreach] [Symposium] [Partners] [Contact Us]
Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
CFP Board Disclosure Statement • FPA Disclosure Statement • CPE/NASBA Disclosure Statement
Copyright/Disclaimer • Site Map
Search our website by using Google: