Chapter events

FPA of MN NexGen Networking Social
June 27

Able Seedhouse + Brewery
NE Minneapolis

5 - 7:00 pm

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 which includes (2) beverage tickets. Platinum and gold partner representatives are complimentary.

Dress Code: Relaxed professional. It’s summer, it’s a brewery, it’s networking; so be comfortable!

RSVP by June 27, 2019

Chapter events

Chapter meeting
+ MN Ethics
July 16

Golden Valley Country Club
Everyday Ethics with Case Studies - 2 MN Insurance Ethics CE only for this session
8:30 - 11:00 am

Presenters: John Comer, CFP® & Matt Boos, JD

No matter what financial services discipline you specialize in, ethics plays a substantial role. That’s why it’s important to periodically strengthen your framework for recognizing and resolving ethical dilemmas. After attending this educational program, you’ll come away with an increased awareness of the ethical issues facing the industry and a foundation for supporting ethical decision-making skills.

RSVP by July 15, 2019

Estate Planning to Protect Your Online Life After Death
11:30 am - 2:00 pm

Presenter: Natalie Banta

Hardly a day goes by where we do not create, use, or purchase a digital asset. We write emails, post pictures, upload documents, and buy digital books, music, or videos. But what happens to these assets when we die? The laws controlling digital assets after death have been evolving for the last decade and have not been frequently challenged. This session will provide insight on how to estate plan for these digital assets under current law. It will explore the scope and nature of digital assets and the different ways to plan for different kinds of assets. It will discuss privacy rights after death and how to protect privacy after death in the digital realm. Participants will understand the history of digital asset planning and the context of digital assets in American succession law as a whole. Participants will learn how to conduct a digital asset interview and engage in digital asset planning for their clients, themselves, and minors.

RSVP by July 15, 2019

Thanks to our July Host & Platinum Partner:
Charles Schwab

Chapter events

FPA of MN 1st Year Member
Networking Social
July 23

Copperwing Distillery
St. Louis Park

5:00 - 7:30 pm

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 in 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 MN. And last, yet never least, it allows the FPA of MN to say thank you for joining!

RSVP by July 22, 2019