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September 2020

FPA of MN NexGen Virtual Casual Coffee Social – September 30

September 30, 2020 @ 8:00 am - 9:00 am
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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.

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October 2020

Virtual Financial Planning Days – October 5-10

October 5, 2020 - October 10, 2020
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Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners. Virtual Financial Planning Days feature experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all…

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Virtual Financial Planning Days – Volunteers – October 5-10

October 5, 2020 - October 10, 2020
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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…

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Virtual Chapter Meeting – October 20 – 7:30 am

October 20, 2020 @ 7:30 am - 10:00 am
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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

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FPA of MN NexGen Virtual Casual Coffee Social – October 28

October 28, 2020 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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.

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November 2020

FPA of MN Virtual ASCEND Conference – November 2-3

November 2, 2020 @ 8:00 am - November 3, 2020 @ 5:00 pm
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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,…

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Virtual Chapter Meeting – November 17 – 7:30 am

November 17, 2020 @ 7:30 am - 10:00 am
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Year-End Tax Planning Opportunities Presenter: Mark Sellner, CPA, JD, LLM (taxation) Thanks to our November Host & Platinum Partner Minnesota 529 College Savings Plan

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FPA of MN NexGen Virtual Casual Coffee Social – November 18

November 18, 2020 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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.

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All-Member Virtual Media Training – November 18

November 18, 2020 @ 3:00 pm - 4:00 pm

This media training is required for any CFP professional member of FPA who wants to take part in FPA MediaSource.

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December 2020

FPAMN Virtual K’Nex – December 2

December 2, 2020 @ 12:00 pm - 1:00 pm
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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

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Virtual Strategic Planning Day – Dec 4

December 4, 2020 @ 8:00 am - 12:00 pm
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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…

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December Virtual FPA Meeting – December 15 – 2:30 pm

December 15, 2020 @ 2:30 pm - 5:00 pm
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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

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FPA of MN NexGen Virtual Casual Coffee Social – December 16

December 16, 2020 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
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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.

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January 2021

January Virtual FPA Meeting – January 19 – 7:30 am

January 19 @ 7:30 am - 10:00 am
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HR 1: Total Client Experience (TCX)™ HR 2: How to Create Digital Client Experiences - Presenter: Angie Herbers Thanks to our January Host & Platinum Partner Jensen Investments

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FPA of MN NexGen Virtual Casual Coffee Social – January 27

January 27 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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 »

February 2021

February Virtual FPA Meeting – February 16 – 7:30 am

February 16 @ 7:30 am - 10:00 am
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Minneapolis Federal Reserve: a Historical Overview of Economic Disparities Presenter: Libby Starling Thanks to our February Host & Diamond Partner Mairs & Power Funds

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FPA of MN NexGen Virtual Casual Coffee Social – February 24

February 24 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. The theme for February will be “Kitces & Carl podcast discussion: Ep 45 Structuring Client Review Meetings.” Just a casual way for NexGen FPAMN members to meet up, have a cup of coffee together, and get to know each other.

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March 2021

March Virtual FPA Meeting – March 16 – 11:30 am

March 16 @ 11:30 am - 2:00 pm
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Life Planning, Mindfulness, and a Golden Civilization Presenter: George Kinder Thanks to our March Host & Platinum Partner WinTrust Mortgage

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FPA of MN NexGen Virtual Casual Coffee Social – March 24

March 24 @ 8:00 am - 9:00 am
ZOOM, Administrator will Register you in ZOOM
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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. Email Jessica Hawthorne at office@fpamn.org for the Zoom Invite  

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April 2021

FPA of MN 8th Advocacy Day (VIRTUAL) – April 7

April 7 @ 12:30 pm - 2:30 pm
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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.

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