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July 2020

Virtual Chapter Meeting – July 21 – 11:30 am

July 21 @ 11:30 am - 2:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

HR 1: Planning for the Big Four Financial Challenges of Aging HR 2: Implementing Health Care into Wealth Care Presenter: Carolyn McClanahan, M.D., CFP® Thanks to our July Host & Platinum Partner: Allianz Life Insurance Company

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FPA of MN NexGen Virtual Casual Coffee Social – July 29

July 29 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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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August 2020

FPAMN Virtual Breakfast n’ Learn – August 4

August 4 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN Breakfast n' Learn - Open to Everyone Prioritizing Communications in Uncertain Times presented by Chris Duffy Like thousands of other professions, COVID-19 has seriously shaken the financial planning profession, bringing with it an increasingly murky economic outlook and dramatically altering the way people do their jobs. When we collectively experience something as unanticipated and life changing as our current public health crisis, many people’s understandable instinct is to put their head down and do their job like…

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Pro Bono Workshop: August 6 – 8:30 – 9:30 am

August 6 @ 8:30 am - 9:30 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Join us on August 6th for a 1-hour Pro Bono Workshop. This workshop will help you understand the typical problems that planners encounter during pro bono sessions. You’ll hear from those that have done pro bono engagements and hear the approaches and answers they have given. There will be information sheets and resource lists for you to take to equip you for any pro bono engagement. There will be time for all to share their experiences and learn from each…

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FPA of MN NexGen Zoom Games Happy Hour – August 13

August 13 @ 4:30 pm - 5:30 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

We are taking our annual summer social virtual! Join us to meet new people or catch up with friends. Join in as your schedule allows. The NexGen Committee will host some fun games throughout the hour.

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Virtual Chapter Meeting – August 18 – 11:30 am

August 18 @ 11:30 am - 2:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Estate Planning Issues for 2020 Panelists: Sheryl Morrison and Mike Sampson - Rachel Dahl, moderator Thanks to our August Host & Platinum Partner: Stonebridge Capital

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FPA of MN NexGen Virtual Casual Coffee Social – August 26

August 26 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.

Find out more »

September 2020

FPAMN Virtual K’Nex – September 2

September 2 @ 12:00 pm - 1:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN K'Nex event facilitated by NexGen - Open to Everyone Compudyne to speak on cyber-security 1 CFP® CE Fees: FREE to Members $10 - non-members Presentation: 12:00 – 12:45 pm Q & A: 12:45 - 1:00 pm RSVP by 5 pm on Tuesday, September 1, 2020

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Virtual Chapter Meeting – September 15 – 7:30 am

September 15 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

HR 1: Practical Ideas for Reducing Friction and Strengthening Resilience of the Client HR 2: Exquisite Listening® Presenter: Ted Klontz Thanks to our September Host & Platinum Partner Sit Mutual Funds

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FPA Golf & Bocce Outing – September 21

September 21 @ 11:00 am - 6:15 pm
Brackett’s Crossing Country Club, 17976 Judicial Rd
Lakeville, MN 55044 United States
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Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota Annual Golf & Bocce Tournament Updated: April 8, 2020 The FPA of Minnesota Annual Golf & Bocce Tournament is proceeding as planned Monday, September 21, 2020 at Brackett’s Crossing Golf & Country Club. The Membership Committee will continue to plan confidently for the event and we currently have no plans to postpone or cancel it. Full refunds will be issued to all registrants and sponsors if the event must be cancelled…

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Twin Cities Financial Planning Day – September 26

September 26 @ 10:00 am - 2:00 pm
Wilder Center, 451 Lexington Parkway North
St. Paul, 55104 United States
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Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners. Financial Planning Day features experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering…

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FPA of MN NexGen Virtual Casual Coffee Social – September 30

September 30 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.

Find out more »

October 2020

Virtual Chapter Meeting – October 20 – 7:30 am

October 20 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Make or Break Conversations: The Science of Leading High-Trust Conversations Presenter: Mary Schmid 7:30 - 10 am Thanks to our October Host & Platinum Partner: Fairway Independent Mortgage Corporation

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FPA of MN NexGen Virtual Casual Coffee Social – October 28

October 28 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.

Find out more »

November 2020

FPA of MN Virtual ASCEND Conference – November 2-3

November 2 @ 8:00 am - November 3 @ 5:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota ASCEND Annual Conference 2020 (previously known as FPA of Minnesota Annual Symposium) Updated: July 1, 2020 To ensure the health and safety of our guests, this year’s ASCEND Conference (formerly known as the FPA of Minnesota Symposium) will be a virtual event. Our conference is known across the country for providing incredible value and meaningful content. That won’t change with our new virtual format! We will continue to offer high-profile speakers,…

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Virtual Chapter Meeting – November 17 – 7:30 am

November 17 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Taxes Presenter: Mark Sellner, CPA, JD, LLM (taxation) Thanks to our November Host & Platinum Partner Minnesota 529 College Savings Plan

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All-Member Virtual Media Training – November 18

November 18 @ 3:00 pm - 4:00 pm

This media training is required for any CFP professional member of FPA who wants to take part in FPA MediaSource.

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FPA of MN NexGen Virtual Casual Coffee Social – November 25

November 25 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.

Find out more »

December 2020

Virtual Allied Professional Meeting – December 15 – 2:30 pm

December 15 @ 2:30 pm - 6:30 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

TBA Followed by Networking Social: 5:00-6:30 pm. Thanks to our December Host & Platinum Partner UCare

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FPA of MN NexGen Virtual Casual Coffee Social – December 23

December 23 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM 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.

Find out more »
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