Past Events

Estate Planning Issues for 2020 Panelists: Sheryl Morrison and Mike Sampson - Rachel Dahl, moderator Thanks to our August Host & Platinum Partner: Stonebridge Capital

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.

FPA of MN K'Nex event facilitated by NexGen - Open to Everyone Understanding and Implementing a Cybersecurity Strategy Presenter: Mike Young, Security Architect - Compudyne 1 CFP® CE Fees: FREE to Members $10 - non-members Presentation: 12:00 – 12:45 pm Q & A: 12:45 - 1:00 pm RSVP by 5 pm on Tuesday, September 1, 2020

HR 1: Practical Ideas for Reducing Friction and Strengthening Resilience of the Client HR 2: Exquisite Listening® Presenter: Ted Klontz Thanks to our September Host & Platinum Partner Sit Mutual Funds

Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota Annual Golf & Bocce Tournament Updated: April 8, 2020 The FPA of Minnesota Annual Golf & Bocce Tournament is proceeding as planned Monday, September 21, 2020 at Brackett’s Crossing Golf & Country Club. The Membership Committee will continue to plan confidently for the event and we currently have no plans to postpone or cancel it. Full refunds will be issued to all registrants and sponsors if the event must be cancelled…

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.

Our annual Twin Cities Financial Planning Day is an important event for both our chapter and the broader community. Each year, FPA MN members volunteer and provide attendees with free, one-on-one financial consultations and workshops. The need for expert advice from local financial planners is great – especially during the COVID-19 pandemic. That's why our chapter is proud to offer this year's event as week-long, virtual sessions beginning Monday, October 5, and lasting through Saturday, October 10. We need your…

Make or Break Conversations: The Science of Leading High-Trust Conversations Presenter: Mary Schmid 7:30 - 10 am Thanks to our October Host & Platinum Partner: Fairway Independent Mortgage Corporation

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. The theme for October will be “Mentorship.” Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

Special Statement Regarding COVID-19 “Coronavirus” and FPA of Minnesota ASCEND Annual Conference 2020 (previously known as FPA of Minnesota Annual Symposium) Updated: July 1, 2020 To ensure the health and safety of our guests, this year’s ASCEND Conference (formerly known as the FPA of Minnesota Symposium) will be a virtual event. Our conference is known across the country for providing incredible value and meaningful content. That won’t change with our new virtual format! We will continue to offer high-profile speakers,…

Year-End Tax Planning Opportunities Presenter: Mark Sellner, CPA, JD, LLM (taxation) Thanks to our November Host & Platinum Partner Minnesota 529 College Savings Plan

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. The theme for November will be “ASCEND Conference Experiences.” Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

FPA of MN K'Nex event facilitated by NexGen - Open to Everyone Preparing Your Practice for the Great Wealth Transfer Presenter: Ben Rizzuto, CRPS®, Retirement Director, Janus Henderson Investors 1 CFP® CE Fees: FREE to Members $10 - non-members Presentation: 12:00 – 12:45 pm Q & A: 12:45 - 1:00 pm RSVP by 5 pm on Tuesday, December 1, 2020

Who is ready to turn the page on 2020? Luckily you can as we come together (virtually) to plan our next year together as FPA Minnesota (FPA-MN). Annually, board members, committee members and FPA-MN members-at-large come together for Strategic Planning Day to define the initiatives important to keep FPA-MN vibrant, educational and impactful to our members. With that in mind, the theme for the 2021 Strategic Planning Day is IMPACT! This year, we’re approaching things a bit differently with a…

HR 1: Coach your clients on retiree health insurance with these simple steps - Presenter: Brian Eck HR 2: The Gotcha’s and Trap Doors of Life Insurance - Presenter: Bob Cohen Thanks to our December Host & Platinum Partner UCare

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. The theme for December will be “2021 Goal Planning.” Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.