Who Can Participate?

who can participate?

While non-members are welcome to participate in a COP, after three meetings, participants are expected to become members of the FPA. Each group is also expected to follow the FPA of MN Value Statement.

Below are the descriptions of the COP groups, and all of the groups are looking for new members. If you are interested in joining a group, contact the leader.

established COPs

• Women Planners Group - A group of women planners discussing financial planning topics of concern. Leader - Bridget Handke, e-mail, 952-885-9088
• NexGen Nerd's Circle - An organized community of young advisors within the FPA NexGen network who meet to learn and discuss topics relevant to the field of financial planning. Leader - Ian Nohner, e-mail, 612-353-5021
How to join NexGen Nerd Circle? Attend one of the upcoming Nerd Circle meetings (in person or online) or signup for our Newsletter

COPs in formative stages

If the topic is of interest and you want to get in on the ground floor and help shape the group direction, these groups are looking to grow.

• Identifying the Unique Planning Needs for the Gay, Lesbian, Bisexual and Transgender Community - We are a group of financial planning professionals in the greater Twin Cities area who meet in person once per month to discuss issues and share knowledge/best practices about how to best serve our LGBT client's unique planning needs. Leader - Timothy LaPean, e-mail, 612-327-1234

If you have a group that is not listed, please let us know so that we can include it on our web site for the benefit of all FPA members.

If you would like to start a group, let us know so we can publicize your efforts to our membership. View our Suggested COP Guidelines.