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December 2019

FPA MN – Strategic Planning Day – Dec. 6

December 6, 2019 @ 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, 2019 @ 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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HR 1 - Market Strategies for 2020 Presenter: David Joy HR 2 - Fixed Income Insights: A Road Map for Investors Presenter: Tim Paulson 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 @ 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: Combatting the Complexities of College Search and Funding HR 2: Interpreting Award Letters - Creating Transparency for Families Presenter: Cozy Wittman Thanks to our January Host & Platinum Partner Mairs & Power Funds

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FPA of MN NexGen Casual Coffee Social – January 23

January 23 @ 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 Peoples Organic – Galleria 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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FPA MN First Year Member Networking Social – The Local-West End – January 28

January 28 @ 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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FPAMN K’Nex – January 29

January 29 @ 7:30 am - 9:00 am
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 RIA Regulation Panel for Breakfast with Panelists Keith Loveland, JD, AIFA, CIDA, GFS, Annette Minor and Brian Edstrom If you are a state-regulated RIA or are thinking of starting your own RIA, this event is for you. The Professional Issues and NexGen Committees are sponsoring a panel discussion on the regulatory challenges and opportunities facing state Registered Investment Advisor in particular or anyone considering starting their own RIA.…

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February 2020

Chapter Meeting – February 18 – 7:30 am

February 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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HR 1: The Economic Outlook and Monetary Policy Presenter: Terry Fitzgerald, PhD HR 2: Minnesota’s Transportation Future: How New Technologies and other Innovations will Affect Competitiveness Presenter: Frank Douma Thanks to our February Host & Platinum Partner Charles Schwab Advisor Services

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

February 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 February 18th immediately following the Monthly Chapter meeting for a 1-hour Pro Bono Workshop: Learn about Financial Cancer Care. Select this Optional Item during your registration.

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FPA of MN 7th Advocacy Day – February 19th

February 19 @ 9:00 am - 3:30 pm
MN Senate Office Building, 95 University Ave W
St. Paul, MN 55155 United States
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The Professional Issues Committee of the Financial Planning Association of Minnesota has set the date for Advocacy Day in Saint Paul on Wednesday, February 19th. We'll meet in the Senate Office Building, Room 2308. Purpose: Create awareness for financial planning and the Financial Planning Association of Minnesota; Offer our association as a resource to policy makers and legislators; and Visit with your Representative and/or Senator, and/or other policy makers in the new administration. Best parking is lot C (west of…

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FPA of MN’s Snow Days Golf Par-Tee – February 27

February 27 @ 4:00 pm - 7:00 pm
TopGolf Minneapolis, 6420 N. Camden Ave.
Brooklyn Center, MN 55430 United States
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Please join us for a brand new FPA event in anticipation of sunnier days and greener grass. Escape the confines of our typical winter routines at the hottest new golf venue in the Twin Cities. Ever been bowling? Well, at TopGolf, you play in a “bay” rather than a lane, and from that bay, you hit micro-chipped golf balls into giant targets in their outfield to score points. A Fajita Fiesta diinner includes complimentary soft drinks, coffee and water. Two…

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2020 Career Day – February 28

February 28 @ 9:00 am - 4:00 pm
MNSU, Edina Campus, 7700 France Ave. S.
Edina, MN 55435 United States
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14th Annual FPA of MN Career Day 9:00 am – 4:00 pm MNSU - 7700 - Edina Campus Registration link below.

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April 2020

FPA of MN NexGen Virtual Casual Coffee Social – April 29

April 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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May 2020

Virtual Chapter Meeting – May 19 – 2:30 pm

May 19 @ 2:30 pm - 5:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

HR 1: How to Find, Negotiate and Close a Deal HR 2: Mythbusting Advisor Succession Presenter: David Grau Jr. Thanks to our May Host & Platinum Partner: Wintrust Mortgage

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FPA of MN NexGen Virtual Casual Coffee Social – May 27

May 27 @ 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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All-Member Virtual Media Training – August 26

May 28 @ 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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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,…

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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

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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.

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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.

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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!…

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