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April 2019

Small Group Discussion – April 25

April 25 @ 7:30 am - 8:30 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 March chapter meeting, "Diversity In Financial Planning" at Turtle Bread Company in Minneapolis. No registration required. Cost is free.

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Small Group Discussion – April 30

April 30 @ 7:30 am - 8:30 am
Dunn Brothers Coffee, 2814 W 43rd St
Minneapolis, MN 55410 United States
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FPA of MN will be holding a small group discussion on the April chapter meeting, "Future of the Profession - 10 Key Trends to Prepare for & The Six Dimensions of Client Service" at Dunn Brothers Coffee in Minneapolis. No registration required. Cost is free.

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FPA MN First Year Member Networking Social – Pinstripes Bistro-Bowling-Bocce – April 30

April 30 @ 5:00 pm - 7:30 pm
Pinstripes Bowling – Bocce – Bistro, 3849 Gallagher Drive
Edina, MN 55435 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 Pinstripes Bistro-Bowling-Bocce, Edina. 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 welcome you to FPA of MN. And last,…

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May 2019

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

May 21 @ 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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Family Strategies for Paying for College and the Strategic Use of Student Loans Presenter: Cozy Wittman Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner: Miles Franklin Precious Metals

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FPA of MN NexGen Casual Coffee Social – May 22

May 22 @ 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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NexGen MN Summit – May 30

May 30 @ 12:00 pm - 7:30 pm
University Club of St. Paul, 420 Summit Avenue
St. Paul, MN 55102 United States
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$40 – $50

Join us for the first local FPA of MN Summit! Nestled in America’s most complete Victorian era neighborhood, the FPA MN NexGen group will be hosting a local afternoon gathering at the historic University Club mansion for participants to build their network and connect with peers. Featured speakers and breakout sessions will bring pressing industry topics and questions to the table, finding out what’s worked and what hasn’t from planners of all experience levels and helping you grow as a…

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June 2019

Small Group Discussion – June 4

June 4 @ 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, "Family Strategies for Paying for College " at Turtle Bread Company in Minneapolis. No registration required. Cost is free.

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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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