Calendar of Events
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Meetings are usually held the 3rd Tuesday of the month at the Golden Valley Country Club. It is our goal to have the regular monthly meetings qualify for MN insurance licensing, CPE (NASBA) and CFP Board credits. The August meeting is replaced by the annual golf tournament. The Code of Ethics course is held twice every year in the metro area and once a year in Greater Minnesota. One special educational session is in a case study format, providing four credits, and is usually held in the Spring. For detailed information on a monthly meeting, click directly on the meeting topic. |
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Upcoming Potential Meetings and Topics
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June 15
7:30 am |
Monthly Chapter Meeting Through a Glass Clearly - Navigating Healthcare Coverage in Retirement with Presenters Michele Kimball and Deb Newman |
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July 20
11:30 am |
Monthly Chapter Meeting Investments - Lessons from the Past, Thoughts about the Future with Presenter Shane Shepherd, Research Affiliates Unable to attend? Consider purchasing the Virtual Learning Seminar. Season Ticket Holders: $15; Members: $30; Non-Members: $45 - VLC approved for CFP credit only. Once payment is received, access instructions and link will be forwarded by email. Register through the link in the FPA Store. |
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August 3, 2010
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Annual Golf and Bocce Ball Outing - Island View Country Club, Waconia All profits go to:  AUGUST NEWSLETTER 2009 Golf and Bocce Ball Photo Gallery 2008 Golf and Bocce Ball Photo Gallery |
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September 16
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National Money Night Talk with Jean Chatzky Parents are promising to have the talk. Are you? The Pledge: I promise to talk to my kids about money to help ensure they ahve the life skills they need to live responsibly and independently. |
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September 21
7:30 am |
Monthly Chapter Meeting Income Tax Updates with Presenter Andy Biebl of LarsonAllen LLP |
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September 28
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New Member Reception Watch for your personal invitation! |
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October 4-10
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Financial Planning Week |
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October 16
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FINANCIAL PLANNING DAY - City of Burnsville www.financialplanningdays.org/Twincities Burnsville Performing Arts Center |
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October 19-20
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ANNUAL FPA SYMPOSIUM |
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November 16
7:30 am |
Monthly Chapter Meeting The Rationale for Flexible Asset Allocation - Why It Is Essential to Achieving Investment Success with Presenter Steve Leuthold of Leuthold Weeden |
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November 19
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2011 Strategic Planning Day - for Board, Committees and Volunteers |
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December 21
2:30 pm |
Monthly Chapter Meeting - Allied Professional Meeting Making Money Matter: A values-driven behavioral approach to financial and personal fulfillment with Presenter Doug Lennick |
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Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
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