Events

Chapter events

FPA of MN 6th Annual Advocacy Day
February 21

MN Senate Office Building - Room 2412, St. Paul

9:00 am - 3:30 pm

Help us raise awareness of FPA MN among our state legislators. Our goal is to build a relationship with legislators so that they better appreciate the role financial planners and FPA MN plays in the lives of Minnesotans. We need everyone’s help to do that.

Meet Minnesota Department of Commerce Officials - 10:00 AM – You are invited to meet with officials from the Minnesota Department of Commerce (including, we hope, the newly appointed Commerce Commissioner, Steve Kelley). Commerce officials will discuss regulatory initiatives and any pending legislation that will impact financial planners and small businesses, in general, doing business in Minnesota. Commerce staff will be available to answer your questions on their legislative and regulatory priorities.

We hope that you will take time to partake in our democratic process and let your legislators know about all great things FPA MN does.

RSVP by February 19, 2019

Chapter events

FPA of MN NexGen
Networking Social
February 28

The Loop West End, St. Louis Park

5:00 - 7:00 pm

FPA of MN NexGen will be hosting a networking happy hour on Thursday, February 16th at The Loop West End from 5 PM – 7 PM. We will be meeting at the left side of the bar where an area has been reserved. Appetizers and two drink tickets will be provided.

FPA of MN members AND non-members under age 36 are encouraged to attend.

The event is free. RSVP required.

RSVP by February 27, 2019

Chapter events

13th Annual
FPA of MN Career Day
March 1

MNSU - 7700 France Ave S.
Edina Campus - Suite 500

9:00 am - 4:00 pm

Are You Looking to Hire? Looking to be Hired?
FPA Career Day is designed to simplify the process for you!

Career Day brings together established financial planning professionals and those newer to the profession with a day of speakers, workshops, discussions and interviews. Join us!

This event is for registered employers only and limited to the first 10 firms to register.

RSVP by Wednesday, February 8th (Early Bird)
Final Registration is Wednesday, February 15, 2019

If you submit your registration after February 15th, you may attend, but will not be guaranteed interview slots.

Chapter events

Chapter meeting
March 19

Golden Valley Country Club
Racial Diversity In Financial Planning: Where We Are and Where We Must Go
11:30 am - 2:00 pm

Marilyn Mohrman-Gillis - Executive Director, CFP Board Center for Financial Planning

In this session, Marilyn Mohrman-Gillis, Executive Director of the CFP Board Center for Financial Planning will discuss the unique challenges facing the profession and the Center’s initiatives to convene stakeholders from across the profession to address them. In particular, this presentation will focus on the Center’s Diversity Research: the conclusions that can be drawn from it and actions that firms and practitioners can take to meet these challenges head on.

Thanks to our March Host & Platinum Partner:
Woodbury Financial Services

RSVP by March 15, 2019