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June 2019

Chapter Meeting – June 18 – 7:30 am

June 18 @ 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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Marketing Magnetism! Strategies for Acquiring NEW Business By Standing Out From The Competition Presenter: Maribeth Kuzmeski, PhD. Thanks to our June Host & Platinum Partner: JP Morgan Asset Management

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

June 18 @ 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: Creative Planning for Cash Flow Constraints: Three Case Studies. Select this Optional Item during your registration. 10:15 - 11:15 am - Main Room Golden Valley Country Club Registration link below

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FPA of MN NexGen Networking Social – June 27

June 27 @ 5:00 pm - 7:00 pm
Able Seedhouse + Brewery, 1121 Quincy St NE
Minneapolis, MN 55413 United States
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$10 – $25

FPA of MN NexGen will be hosting a networking event on Thursday, June 27th at Able Seedhouse + Brewery in NE Minneapolis. NexGen committee members will be there early to grab some tables. FPA of MN members AND non-member students who are aspiring or early-career CFP® professionals are encouraged to attend. The cost for the event is $10 for members, $25 non-members. Platinum and gold partner representatives are complimentary. Dress Code: Relaxed professional. It’s summer, it’s a brewery, it’s networking;…

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July 2019

Chapter Meeting – July 16 – 11:30 am

July 16 @ 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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Estate Planning to Protect Your Online Life After Death Presenter: Natalie Banta 11:30 am - 2:00 pm Everyday Ethics with Case Studies Presenters: John Comer, CFP® & Matt Boos, JD 9:00 - 11:00 am MN Insurance Ethics CE only $15 members/partners $25 for non-members Thanks to our July Host & Platinum Partner: Charles Schwab Advisor Services

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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 July 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: Ground Rules of Successful Pro Bono Financial Planning Engagements. Select this Optional Item during your registration. 10:15 - 11:15 am - Main Room Golden Valley Country Club

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FPA of MN NexGen Casual Coffee Social – September 25

September 25 @ 7:30 am - 9:00 am
Spyhouse Coffee Roasters, 2451 Nicollet Ave
Minneapolis, MN 55404 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Spyhouse Coffee Roasters - Whittier 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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October 2019

Small Group Discussion – October 2

October 2 @ 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 September chapter meeting topics, "An Advisor’s Guide to the New 20% Pass-Through Deduction & Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon" at Turtle Bread Company in Minneapolis. No registration required. Cost is free.

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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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FPAMN K’Nex – October 24, 5:00 – 7:00 PM

October 24 @ 5:00 pm - 7:00 pm
Accredited Investors, Inc., 5200 West 73rd St
Edina, MN 55439 United States
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FPA of MN K'Nex event facilitated by NexGen - Open to Everyone Priceless - The meaning of value with Presenter Alex Tirso, Invesco Alex Tirsco will guide participants through exercises and discussions with the objective of gaining an understanding on what investors think, what they value, and how should their advisors respond. In expanding personal understanding of the new "cries' from investors uncovered by research, attendees will be shown how to communicate fees in a confident manner, how to deliver…

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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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FPA of MN Volunteer Appreciation Event

November 6 @ 5:00 pm - 7:00 pm
Pinstripes Bowling – Bocce – Bistro, 3849 Gallagher Drive
Edina, MN 55435 United States
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We would love to have you join us for a volunteer appreciation event in your honor on Wednesday, November 6th from 5:00 – 7:00 pm at Pinstripes Bistro-Bowling-Bocce, Edina. 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 5:00 pm, appetizers and drinks shortly thereafter. We've reserved a Bowling…

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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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HR 1: Best Practices for Financial Planners - A Panel Discussion with Industry Leaders Panelists: Ross Levin, Catina Koenig, Sharon Bloodworth and Moderator Josh Ely HR 2: Best Practices for Financial Planners - Deeper Thoughts from an Industry Leader Presenter: Ross Levin Thanks to our November Host & Platinum Partner Jensen Investments

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FPA of MN NexGen Casual Coffee Social – November 21

November 21 @ 7:30 am - 9:00 am
Five Watt Coffee, 861 E Hennepin Ave
Minneapolis, MN 55414 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Five Watt Coffee 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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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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