Events
July 16, 2024
Met Ballroom OR Virtual
11:00 am - 2:00 pm
Join FPA of Minnesota at the Met Ballroom for two hours of continuing education, lunch, and networking!
Session 1: Market Update and The Current State of Value
Chun Wang will share a mid-year update through Leuthold’s take on the current state of Value. He will give an update on markets and the economy while sharing insights on the migration of Value between 2010 and 2020 and beyond. In his session he will be exploring both top-down and bottom-up insights.
Session 2: Becoming the Preeminent Financial Influencer in Your Clients’ Lives
This presentation will discuss the science of influence - what makes someone and their message influential, admirable, and desirable to follow. We will then discuss how investor behavior can be anticipated under various financial environments and specific tactics that can help investors remain rational. One of those tactics is to create and incorporate a simple, formal, and effective decision-making process that clients can follow.
July 23, 2024
Virtual
12:00 pm - 1:00 pm
Join us for a comprehensive virtual session designed to introduce you to the vibrant community and
valuable resources available through FPA of Minnesota. Whether you're a new member or considering
joining, this session is your gateway to maximizing the benefits of your membership.
July 23, 2024
Birchwood Financial Partners
4:30 pm - 5:30 pm
"Biased" offers a captivating exploration into the intricate world of implicit bias and its profound impact on our perceptions, decisions, and behaviors. Jennifer L. Eberhardt's groundbreaking research sheds light on the hidden prejudices that shape our society and provides invaluable insights into how we can confront and address bias in ourselves and our communities.
Whether you've already delved into the pages of "Biased" or are eager to explore its themes for the first time, we welcome you to join us for an engaging discussion that promises to deepen our understanding and foster meaningful connections.
We look forward to sharing our thoughts and perspectives on "Biased" and exploring its relevance to our lives and the world around us.
August 1, 2024
Five Watt Coffee on Lyndale
12:00 pm - 1:00 pm
FPA of MN NexGen will be hosting an In-Person Casual Coffee Social at Five Watt Coffee in Uptown. No
registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up at a local
coffee shop, have a cup of coffee together, and get to know each other.
August 19, 2024
Prestwick Golf Club
11:00 am - 6:00 pm
Plan to take a break to enjoy a day of golf at Prestwick Golf Club in Woodbury on August 19th.
This premier tournament takes the Board Room outdoors, providing an excellent opportunity to network with financial and business professionals from across Minnesota. The distinctive Scramble format welcomes golfers of all skill levels.
August 20, 2024
Virtual
1:00 pm - 2:00 pm
August 27, 2024
Virtual
1:00 pm - 2:00 pm
September 10, 2024
In Person - Location TBD
11:30 am - 1:30 pm
Join us for an exclusive gathering of esteemed past presidents as we come together to reflect, connect,
and chart the course for the future of our association. This distinguished event brings together leaders
who have shaped the trajectory of our industry and association, offering a unique opportunity for
collaboration, knowledge exchange, and networking.
October 22 - 23, 2024
Minneapolis Convention Center
The ASCEND conference is known across the country for providing incredible value and meaningful content.
We continue to offer high-profile speakers, timely presentations, chances to network and meet conference
partners, and opportunities to earn Continuing Education Credits. As financial planning professionals,
our work is more important now than ever. This conference will provide a fantastic opportunity to
connect with others, learn new insights and ASCEND your career in 2024 and beyond. We hope you’ll join
us!
November 7, 2024
Five Watt Coffee on Lyndale
8:00 am - 9:00 am
FPA of MN NexGen will be hosting an In-Person Casual Coffee Social at Five Watt Coffee in Uptown. No
registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up at a local
coffee shop, have a cup of coffee together, and get to know each other.
November 12, 2024
In Person - Location TBD
4:00 pm - 6:00 pm
November 14, 2024
In Person - Location TBD
4:30 pm - 6:30 pm
Join us, November 19, for our 'New Member Happy Hour'! Whether you're a seasoned industry professional
or a fresh face in the field, this event is the perfect opportunity to connect with fellow members,
network, and unwind after a busy day. Enjoy complimentary refreshments and engage in lively
conversations as you learn more about the benefits of being part of our vibrant community. Don't miss
out on this chance to forge valuable connections and kickstart your journey with us!
November 19, 2024
The Town & Country Club OR Virtual
Topic and registration launching soon!
December 4, 2024
FPA of MN Offices
11:30 am - 4:00 pm
This session is an opportunity for our Board members, committee volunteers, and members to come
together, exchange ideas, and contribute to the strategic direction of FPA of MN. We will also discuss
how FPA of MN fits into national FPA (OneFPA). Your expertise and perspective are invaluable in this
process and will help us create a roadmap for the years to come.
December 12, 2024
Virtual
12:00 pm - 1:00 pm
Join us for a comprehensive virtual session designed to introduce you to the vibrant community and
valuable resources available through FPA of Minnesota. Whether you're a new member or considering
joining, this session is your gateway to maximizing the benefits of your membership.