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March 2021
March Virtual FPA Meeting – March 16 – 11:30 am
Life Planning, Mindfulness, and a Golden Civilization Presenter: George Kinder Thanks to our March Host & Platinum Partner WinTrust Mortgage
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – March 24
FPA of MN NexGen will be discussing Career Paths while hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.
Find out more »April 2021
FPA of MN 8th Advocacy Day (VIRTUAL) – April 7
The Professional Issues Committee of the Financial Planning Association of Minnesota has set the date for Advocacy Day on Wednesday, April 7th. Purpose: Create awareness for financial planning and the Financial Planning Association of Minnesota; Offer our association as a resource to policy makers and legislators; and Visit with your Representative and/or Senator, and/or other policy makers in the new administration. Find your Legislative District.
Find out more »April Virtual FPA Meeting – April 20 – 7:30 am
Practice Acquisition Panel: Best Practices for Buyers and Sellers Panelists: Nathan Running, Tyler Hirth, Dawn Dahlby-Jurkovich, Matt Gulbransen and Moderator: Andrew Lucking Thanks to our April Host & Platinum Partner Fairway Independent Mortgage Corporation
Find out more »2021 Career Day – April 23
15th Annual FPA of MN Career Day (VIRTUAL) 8:30 am – 3:00 pm ZOOM Registration link below.
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – April 28
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.
Find out more »Virtual CFP® Ethics Session – April 29 – 10:30 am
Professional Conduct and Regulation CFP® Ethics Hr 1 and Hr 2 Presenter: Melissa Kemp
Find out more »May 2021
Virtual MN Insurance Ethics Session – May 5 – 10:30 am
Good People Bad Things: Ethical Decision Making - Up to 3 hrs of MN Ethics CE Presenter: Melissa Kemp
Find out more »May Virtual FPA Meeting – May 18 – 2:30 pm
TBD Presenter: TBA Thanks to our May Host & Platinum Partner Minnesota 529 College Savings Plan
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – May 26
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.
Find out more »June 2021
FPAMN Virtual Lunch n’ Learn – June 2
FPA of MN Virtual Lunch n' Learn - Open to Everyone Reverse Mortgages: The Cinderella of Retirement Planning? presented by Dominic DesMarais Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking. The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using…
Find out more »June Virtual FPA Meeting – June 15 – 7:30 am
TBD Presenter: TBA Thanks to our June Host & Platinum Partner Stonebridge Capital
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – June 23
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.
Find out more »July 2021
July Virtual FPA Meeting – July 20 – 11:30 am
TBD Presenter: TBA Thanks to our July Host & Platinum Partner Allianz Life Financial Services
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – July 28
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.
Find out more »August 2021
FPA of MN NexGen Virtual Casual Coffee Social – August 25
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.
Find out more »September 2021
September Virtual FPA Meeting – September 21 – 7:30 am
Diversity and Demography: Preparing to Meet the Needs of the Client Presenter: Ajamu Loving Thanks to our September Host & Platinum Partner Sit Mutual Funds
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – September 22
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.
Find out more »October 2021
FPA of MN NexGen Virtual Casual Coffee Social – October 27
FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.
Find out more »
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