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November 2018

FPA of MN Volunteer Appreciation Event

November 27 @ 4:30 pm - 7:30 pm
Punch Bowl Social Minneapolis,
1691 Park Pl Blvd, Minneapolis, 55416 United States
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We would love to have you join us for a volunteer appreciation event in your honor on Tuesday, November 27th from 4:30 – 7:30 pm at Punch Bowl Social Minneapolis in the Holiday Lodge. Whether you volunteered on a committee, one (or more!) of our Pro Bono/Financial Education events, at Symposium, Career Day, etc., this is our way of saying thanks for all you do. The event will begin with a brief program starting around 4:30 pm, appetizers and drinks…

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FPA MN – Strategic Planning Day

November 30 @ 7:30 am - 3:00 pm
Edina Country Club,
5100 Wooddale Avenue, Edina, MN 55424 United States
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As the year quickly winds down, now is the time to think about our next year together as part of FPA Minnesota. I look forward to what 2019 holds for our chapter, and I encourage you to join us to define the initiatives for next year in our upcoming Strategic Planning Day. Minnesota continues to be one of the most successful chapters in the country – largely because of the active involvement of our members. Please join us in building…

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December 2018

Allied Professional Meeting & Social – December 18 – 2:30 pm

December 18 @ 2:30 am - 6:30 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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The Augmented Advisor: How Technology Amplifies the Role of the Financial Advisor with Presenter Bill Winterberg Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner Miles Franklin Precious Metals Registration link below

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January 2019

Chapter Meeting – January 15 – 7:30 am

January 15, 2019 @ 7:30 am - 10:00 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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TBA Thanks to our January Host & Platinum Partner:

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FPA of MN NexGen Casual Coffee Social – January 23

January 23, 2019 @ 7:30 am - 9:00 am
Turtle Bread Company,
4762 Chicago Ave., Minneapolis, MN 55406 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Turtle Bread Company in Minneapolis. No registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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February 2019

Chapter Meeting – February 19 – 7:30 am

February 19, 2019 @ 7:30 am - 10:00 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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TBA Thanks to our February Host & Platinum Partner:

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FPA of MN 6th Advocacy Day – February 21st

February 21, 2019 @ 9:00 am - 3:30 pm
MN Senate Office Building,
95 University Ave W, St. Paul, MN 55155 United States
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The Professional Issues Committee of the Financial Planning Association of Minnesota has set the date for Advocacy Day in Saint Paul on Friday, February 21st. We’ll meet in the Senate Office Building, Room 2308. Purpose: Create awareness for financial planning and the Financial Planning Association of Minnesota; Offer our association as a resource to policy makers and legislators; and Visit with your Representative and/or Senator, and/or other policy makers. Best parking is lot C (west of the MN Senate Building…

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March 2019

Chapter Meeting – March 19 – 11:30 am

March 19, 2019 @ 11:30 am - 2:00 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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TBA Thanks to our March Host & Platinum Partner:

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Pro Bono Workshop: March 19 – 2:15-3:15 pm

March 19, 2019 @ 2:15 pm - 3:15 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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Join us on March 19th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop

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FPA of MN NexGen Casual Coffee Social – March 27

March 27, 2019 @ 7:30 am - 9:00 am

FPA of MN NexGen will be hosting a casual Coffee Social (location TBD). No registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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April 2019

Chapter Meeting & Code of Ethics – April 16 – 7:30 am

April 16, 2019 @ 7:30 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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7:30 – 10 am: TBA 10:15 am – 12:15 pm; 2 hours of Ethics CE for the following designations: CFP, CIMA, NASBA/CPA, 2 hours standard for CLE. No MN insurance credits for this session. Thanks to our April Host & Platinum Partner:    

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May 2019

Chapter Meeting & Networking Social – May 21 – 2:30 pm

May 21, 2019 @ 2:30 pm - 6:30 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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TBA Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner:  

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FPA of MN NexGen Casual Coffee Social – May 22

May 22, 2019 @ 7:30 am - 9:00 am

FPA of MN NexGen will be hosting a casual Coffee Social (location TBD). No registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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June 2019

Chapter Meeting – June 18 – 7:30 am

June 18, 2019 @ 7:30 am - 10:00 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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TBA Thanks to our June Host & Platinum Partner:  

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Pro Bono Workshop: June 18 – 10:15 – 11:15 am

June 18, 2019 @ 10:15 am - 11:15 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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Join us on June 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop

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July 2019

Chapter Meeting – July 16 – 11:30 am

July 16, 2019 @ 11:30 am - 2:00 pm
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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TBA Thanks to our July Host & Platinum Partner:

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FPA of MN NexGen Casual Coffee Social – July 24

July 24, 2019 @ 7:30 am - 9:00 am

FPA of MN NexGen will be hosting a casual Coffee Social (location TBD). No registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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September 2019

Chapter Meeting – September 17 – 7:30 am

September 17, 2019 @ 7:30 am - 10:00 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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Joint Meeting with Minnesota Planned Giving Council Thanks to our September Host & Platinum Partner

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October 2019

2019 FPA Annual Conference

October 16, 2019 - October 18, 2019
Minneapolis Convention Center,
1301 2nd Ave S, Minneapolis, MN 55403 United States
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The FPA Annual Conference is one of the largest financial planning conferences held each year, attracting CFP® professionals and financial planning thought leaders from across the globe. The gathering is built around the sharing of practical strategies, tactics and knowledge, all designed to help you take immediate action when you return to the office. Don’t miss your chance to learn and connect with the best and brightest in the world of financial planning at #FPAConf19 in Minneapol​is, MN​​.

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November 2019

Chapter Meeting – November 19 – 7:30 am

November 19, 2019 @ 7:30 am - 10:00 am
Golden Valley Country Club,
7001 Golden Valley Road, Golden Valley, MN, MN 55427 United States
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TBA Thanks to our November Host & Platinum Partner

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