Loading Events

Past Events

Events Search and Views Navigation

Event Views Navigation

June 2020

FPAMN Virtual K’Nex – June 3

June 3 @ 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 SECURE ACT – Practical Financial and Estate Planning Strategies presented by Marcus Urlaub Marcus will explain how financial planners can guide their clients through the challenges and opportunities presented by the SECURE Act, recently signed into law, to help clients coordinate their financial and estate plans. He will consider how the Act’s 10-year rule affects trusts and individual beneficiaries; how to plan for young beneficiaries, spendthrift beneficiaries, divorces,…

Find out more »

Virtual Chapter Meeting – June 16 – 7:30 am

June 16 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Recruiting and Managing Talent for Your Firm in a Post COVID-19 World Presenter: Caleb Brown Thanks to our June Host & Platinum Partner: Jensen Investments

Find out more »

FPA NexGen Happy Hour: Sip, Sip Hooray

June 23 @ 6:30 pm - 7:30 pm

All you need is an internet connection to enjoy an educational and fun wine-tasting experience with Diane McMartin, wine writer and wine buyer at Barrel Thief Wine Shop. In this interactive, virtual wine tasting, you’ll learn basic wine-tasting techniques, while discovering identifying characteristics, all of which can be purchased ahead of time at your local wine store: VIÑA MAITIA CABERNET SAUVIGNON “ROTO” and HILD ELBLING TROCKEN.

Find out more »

FPA of MN NexGen Virtual Casual Coffee Social – June 24

June 24 @ 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 »

FPAMN Virtual Lunch n’ Learn – June 29

June 29 @ 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 Lunch n' Learn - Open to Everyone Protect your data. Risks for remote and in-office staff presented by Steve Buterin, Scott Wiyninger and Meg Slindee Working remotely? Employees working remotely? There have been a lot of changes over the last few months. This program will cover topics to help you understand the risks for remote and in-office staff with regards to privacy, data security, and cybersecurity. Learn about common security breaches and how you can avoid them!…

Find out more »

July 2020

FPA of MN Trivia Night – July 8

July 8 @ 7:30 pm - 8:30 pm

Powered by the Membership Committee & Wintrust Mortgage We've been searching far and wide for a fun and exciting way to bring everyone together virtually and we found the perfect event! Don't Tell Comedy Trivia is hosting an exclusive event for our members on July 8th at 7:30pm. Join along to laugh, test your trivia skills, and (hopefully) win some fun prizes! 1st place wins a $50 gift card 2nd place wins a $25 gift card 3rd place wins $10…

Find out more »

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

Find out more »

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.

Find out more »

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…

Find out more »

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…

Find out more »

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.

Find out more »

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

Find out more »

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 Understanding and Implementing a Cybersecurity Strategy Presenter: Mike Young, Security Architect - Compudyne 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

Find out more »

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

Find out more »

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
+ Google Map

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…

Find out more »

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 Financial Planning Days – October 5-10

October 5 - October 10
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes
+ Google Map

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. Virtual Financial Planning Days feature experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all…

Find out more »

Virtual Financial Planning Days – Volunteers – October 5-10

October 5 - October 10
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes
+ Google Map

Our annual Twin Cities Financial Planning Day is an important event for both our chapter and the broader community. Each year, FPA MN members volunteer and provide attendees with free, one-on-one financial consultations and workshops. The need for expert advice from local financial planners is great – especially during the COVID-19 pandemic. That's why our chapter is proud to offer this year's event as week-long, virtual sessions beginning Monday, October 5, and lasting through Saturday, October 10. We need your…

Find out more »

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

Find out more »
+ Export Events