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July 2019

FPA MN First Year Member Networking Social – Copperwing Distillery – July 23

July 23 @ 5:00 pm - 7:30 pm
Copperwing Distillery, 6409 Cambridge St.
St. Louis Park, MN 55426 United States
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Did you join the FPA of Minnesota in the last year? Then we want YOU to JOIN US! As a newer member, we hope you will join us for this special event at Copperwing Distillery, St. Louis Park. Tour the microdistillery and get a drink ticket for a cocktail. Enjoy refreshments and appetizers. It will also provide an opportunity for new members to meet board members, officers and past presidents, who will be eager to welcome you to FPA of…

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FPA of MN NexGen Casual Coffee Social – July 24

July 24 @ 7:30 am - 9:00 am
Peoples Organic – Galleria, 3545 Galleria
Edina, MN 55435 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at People's Organic in Edina. 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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Small Group Discussion – July 30

July 30 @ 8:00 am - 9:00 am
Turtle Bread Company, 4762 Chicago Ave.
Minneapolis, MN 55406 United States
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FPA of MN will be holding a small group discussion on the May chapter meeting, "Estate Planning to Protect Your Online Life After Death" at Turtle Bread Company in Minneapolis. No registration required. Cost is free.

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August 2019

FPA Golf & Bocce Outing – August 26

August 26
Brackett’s Crossing Country Club, 17976 Judicial Rd
Lakeville, MN 55044 United States
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$150

20th Annual Golf & Bocce Tournament Brackett's Crossing Country Club, Lakeville MN Our Charity Pick This Year: The Friends of the Saint Paul Public Library FPA MN Golf Participant Golfer - FPA MN Annual Partner - Complimentary Golfer - Member $150.00 Golfer - Non-Member $150.00 Golfer - Foursomes $600 FPA MN Bocce Ball Bocce Ball - FPA MN Annual Partner - Complimentary Bocce Ball - Member $50.00 Bocce Ball - Non-Member $50.00 Join the Golf Task Force!

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September 2019

Chapter Meeting – September 17 – 7:30 am

September 17 @ 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 Double Feature HR 1 - An Advisor’s Guide to the New 20% Pass-Through Deduction HR 2 - Advanced Roth Conversion Planning: How to Squeeze More Juice Out of the Tax Lemon Presenter Jeff Levine Thanks to our September Host & Platinum Partner Sit Mutual Funds

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Pro Bono Workshop: September 17 – 10:15 – 11:15 am

September 17 @ 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 September 17th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Pro Bono Boot Camp. Select this Optional Item during your registration. 10:15 - 11:15 am - Main Room Golden Valley Country Club Registration link coming soon

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October 2019

2019 FPA Annual Conference

October 16 - October 18
Minneapolis Convention Center, 1301 2nd Ave S
Minneapolis, MN 55403 United States
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Interested in speaking at the FPA Annual Conference?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…

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FPA MN First Year Member Morning Networking – Metropolitan Ballroom – October 24

October 24 @ 7:00 am - 9:30 pm
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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Did you join the FPA of Minnesota in the last year? Then we want YOU to JOIN US! As a newer member, we hope you will join us for this rare morning event at the Metropolitan Ballroom - Golden Valley. There will be delicious breakfast hors d’oeuvres and beverages served, as well as interesting conversations. It will also provide an opportunity for new members to meet board members, officers and past presidents, who will be eager to welcome you to…

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November 2019

Twin Cities Financial Planning Day – November 2

November 2 @ 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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Chapter Meeting – November 19 – 7:30 am

November 19 @ 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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Estate Planning Thanks to our November Host & Platinum Partner Jensen Investments

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December 2019

FPA MN – Strategic Planning Day – Dec. 6

December 6 @ 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 2020 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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Allied Professional Meeting & Social – December 17 – 2:30 pm

December 17 @ 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 December Host & Platinum Partner ATA RiskStation LLC

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January 2020

Chapter Meeting – January 21 – 7:30 am

January 21, 2020 @ 7:30 am - August 5, 2020 @ 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 MN First Year Member Networking Social – The Local-West End – January 28

January 28, 2020 @ 5:00 pm - 7:30 pm
The Local-West End, 1607 Park Place Blvd
St Louis Park, MN 55416 United States
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Did you join the FPA of Minnesota in the last year? Then we want YOU to JOIN US! As a newer member, we hope you will join us for this special event at The Local - The Cooper’s Room, West End, St. Louis Park. There will be delicious hors d’oeuvres and beverages served, as well as interesting conversations. It will also provide an opportunity for new members to meet board members, officers and past presidents, who will be eager to…

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February 2020

Chapter Meeting – February 18 – 7:30 am

February 18, 2020 @ 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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Pro Bono Workshop: February 18 – 10:15-11:15 am

February 18, 2020 @ 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 February 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: . Select this Optional Item during your registration.

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March 2020

Chapter Meeting – March 17 – 11:30 am

March 17, 2020 @ 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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April 2020

Chapter Meeting & Code of Ethics – April 21 – 7:30 am

April 21, 2020 @ 7:30 am - 12:15 pm
Golden Valley Country Club, 7001 Golden Valley Road
Golden Valley, MN, MN 55427 United States
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TBA 7:30 - 10 am 10:15 am - 12:15 pm; CFP® Ethics Presenter: TBA - 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 2020

Chapter Meeting & Networking Social – May 19 – 2:30 pm

May 19, 2020 @ 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<strong Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner:

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June 2020

Chapter Meeting – June 16 – 7:30 am

June 16, 2020 @ 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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