Past Events

Hr 1: Climate Impacts, Costs, and Local Policy Pathways Presenter - Elise Harrington - U of M: Humphrey School of Public Affairs Hr 2: Market Outlook – Through BlackRock’s point of view Presenter - Matt Estes, CIMA - Director, BlackRock Global Allocation Fund Thanks to our March Host & Platinum Partner Capital Group | American Funds Option to join via Zoom will be offered.

FPA of Minnesota Membership Committee is inviting you to participate in our March Madness Tournament! Build your bracket and cheer on your teams! At the end of each Round the “Commissioner” will provide an update and a drawing will be held for a giveaway prize. The lucky winner will receive FREE registration to the FPA of Minnesota ASCEND Conference in October! In addition to this virtual bracket challenge, we will be hosting an in-person viewing party at Optimal Performance Golf…

The Professional Issues Committee of the Financial Planning Association of Minnesota has set the date for Advocacy Day on Wednesday, April 6th. 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 administration. Find your Legislative District.

Trust and Estate Environment from a Professional Trustees perspective​ Presenters: Chad Halbur, CFA® and Leonetta Rence Thanks to our April Host & Platinum Partner Fairway Independent Mortgage Corporation Option to join via Zoom will be offered.

You're invited to join our first ever Diversity, Equity and Inclusion (DEI) Social at Pimento Jamaican Kitchen in Minneapolis. These new socials are a chance for us to meet in-person to expand your network and discuss how we can make our chapter, respective organizations and industry at-large more inclusive. Thank you to our Platinum Partner, Nicole Meeker with CrossCountry Mortage for sponsoring the event! The event is complimentary. Food and beverages will be provided.

The Well-Tempered Retiree: Fine-Tuning Investor Behaviors in Retirement​ Presenters: Jennifer Gongola, Ph.D. & Frank Riccio, CFA Followed by Networking Social: 5:00-6:30 pm Thanks to our May Host & Platinum Partner: Dimensional Fund Advisors Option to join via Zoom will be offered.

FPA of MN will be hosting a networking happy hour on Tuesday, June 7th at Bauhaus Brew Labs in Nordeast Minneapolis from 4 – 6 PM. We will be meeting at the outdoor seating area. Two drink tickets will be provided. All FPA of MN members and partners are welcome to attend this free event. The event is free.

Hr 1: Crypto and Blockchain: What is it and where is it going? Presenter: David Duccini Hr 2: Panel Discussion - Crypto Currencies and Blockchain Panelists: David Duccini, Jade Barker & Kosal Prum Moderator: Michael Antonelli Thanks to our June Host & Platinum Partner Mairs & Power Option to join via Zoom will be offered.

FPA of MN will be hosting a networking happy hour on Tuesday, July 12th at Bauhaus Brew Labs in Nordeast Minneapolis from 4 – 6 PM. We will be meeting at the outdoor seating area. Two drink tickets will be provided. All FPA of MN members and partners are welcome to attend this free event. The event is free.

Hr 1: Yield Curve Control Versus Other Increasingly Ineffectual Monetary Policy Tools Hr 2: Macroeconomic Theory and the Current Environment Presenter: Dr. Lacy Hunt Thanks to our July Host & Platinum Partner Minnesota 529 College Savings Plan Option to join via Zoom will be offered.

Join us for our third local FPA of MN Summit! Back to LIVE and in-person for 2022, the FPA MN NexGen group will be hosting a gathering for participants to build their network and connect with peers. The NexGen Committee will bring pressing industry topics and questions to the breakout sessions, finding out what’s worked and what hasn’t from planners of all experience levels and helping you grow as a professional. So come out to network, learn and bounce off…

FPA of MN will be hosting a networking happy hour on Tuesday, August 2nd at Bauhaus Brew Labs in Nordeast Minneapolis from 4 – 6 PM. We will be meeting at the outdoor seating area. Two drink tickets will be provided. All FPA of MN members and partners are welcome to attend this free event. The event is free.