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May 2021

Virtual MN Insurance Ethics Session – May 5 – 10:30 am

May 5 @ 10:30 am - 1:40 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Good People Bad Things: Ethical Decision Making - Up to 3 hrs of MN Ethics CE Presenter: Melissa Kemp

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FPA of MN Virtual NexGen Summit

May 13 @ 8:00 am - 1:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Join us for the second local FPA of MN Summit! Moving online for 2021, the FPA MN NexGen group will be hosting a virtual morning 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. Casual lunch discussion will follow, so come out to network,…

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May Virtual FPA Meeting – May 18 – 2:30 pm

May 18 @ 2:30 pm - 5:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Building Digital Connections and Mastering Virtual Meetings Presenter: Brendan Barca Thanks to our May Host & Platinum Partner Minnesota 529 College Savings Plan

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FPA of MN NexGen Virtual Casual Coffee Social – May 26

May 26 @ 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 May will be “Summit Recap.” 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 to register for this event!

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June 2021

FPAMN Virtual Lunch n’ Learn – June 2

June 2 @ 12:00 pm - 1:15 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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…

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June Virtual FPA Meeting – June 15 – 7:30 am

June 15 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Estate Planning: The Military Veteran and Benefits Management Presenter: Mary Frances Price, Attorney Thanks to our June Host & Platinum Partner Stonebridge Capital

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FPAMN Virtual K’Nex – June 22

June 22 @ 12:00 pm - 1:15 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

FPA of MN K'Nex event facilitated by NexGen - Open to Everyone BLEND OUT — How Ordinary Advisors Transform Into Irresistible Brands Presenter: Robert Sofia - CEO, Snappy Kraken 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 Monday, June 21, 2021

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FPA of MN NexGen Virtual Casual Coffee Social – June 23

June 23 @ 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 June will be “K’Nex Recap.” 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 to register for this event!

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July 2021

FPA of MN NexGen Networking Social – July 14

July 14 @ 4:00 pm - 6:00 pm
Keg and Case Market, 928 West Seventh Street
Saint Paul, MN 55102
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FPA of MN NexGen will be hosting a networking happy hour on Wednesday, July 14th at Keg and Case Market in St. Paul from 4 – 6 PM. We will be meeting at the outdoor seating area. FPA of MN members AND aspiring or early-career CFP® professionals are encouraged to attend. The event is free.

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FPA of MN First Year Member Networking Breakfast – July 15

July 15 @ 7:30 am - 9:00 am
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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Did you join the FPA of Minnesota in the last year? Then we want YOU to JOIN US! As a newer member, we hope you will join us for this morning event at the Metropolitan Ballroom & Clubroom - Golden Valley. There will be a delicious plated breakfast and beverages served, as well as interesting conversations. It will also provide an opportunity for new members to meet board members, officers and past presidents, who will be eager to welcome you…

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July Virtual FPA Meeting – July 20 – 11:30 am

July 20 @ 11:30 am - 2:00 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Overcoming Behavioral Obstacles in Financial Decision-Making Hr 1: Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots Presenter: Samantha Lamas Hr 2: Coaching Investors through Volatile Times Presenter: Dr. Leon Zeng, CFA, PhD Thanks to our July Host & Platinum Partner Allianz Life Financial Services

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FPA of MN NexGen Casual Coffee Social – July 28

July 28 @ 8:00 am - 9:00 am
Peoples Organic – Southdale, 2750 Southdale Center
Edina, MN 55435 United States
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FPA of MN NexGen will be hosting a casual Coffee Social at Peoples Organic – Southdale in Edina. 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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August 2021

22nd Annual FPA of MN Golf & Bocce Ball Tournament sponsored by Mairs & Power – August 2

August 2 @ 11:00 am - 6:15 pm
Bunker Hills Golf Club, 12800 Bunker Prairie Rd NW
Coon Rapids, MN 55448
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2021 FPA of MN Golf & Bocce Ball Tournament Bunker Hills Golf Club, Coon Rapids MN Our Charity Pick This Year: The Friends of the Saint Paul College Foundation FPA MN Golf Participant Golfer - FPA MN Annual Partner - Complimentary Golfer - Member $150.00 Golfer - Non-Member $150.00 Golfer - Foursomes $600 FPA MN Bocce Ball Bocce Ball - FPA MN Annual Partner - Complimentary Bocce Ball - Member $50.00 Bocce Ball - Non-Member $50.00

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FPA of MN Networking Social – August 17

August 17 @ 4:00 pm - 6:00 pm
Bauhaus Brew Labs, 1315 Tyler Street NE
MINNEAPOLIS, MN 55413 United States
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FPA of MN will be hosting a networking happy hour on Tuesday, August 17th at Bauhaus Brew Labs in Nordeast Minneapolis from 4 – 6 PM. We will be meeting at the outdoor seating area. All FPA of MN members and partners are welcome to attend this free event. The event is free.

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FPA of MN NexGen Virtual Casual Coffee Social – August 25

August 25 @ 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. Email Jessica Hawthorne at office@fpamn.org to register for this event!

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September 2021

September Virtual FPA Meeting – September 21 – 7:30 am

September 21 @ 7:30 am - 10:00 am
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Hr 1: The Future of Financial Advice Hr 2: The Business Value of Diversity Presenter: Ajamu Loving, Ph.D., CFP® Thanks to our September Host & Platinum Partner Sit Mutual Funds

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FPA of MN Networking Social – September 21

September 21 @ 4:00 pm - 6:00 pm
Bauhaus Brew Labs, 1315 Tyler Street NE
MINNEAPOLIS, MN 55413 United States
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FPA of MN will be hosting a networking happy hour on Tuesday, September 21st 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.

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FPA of MN NexGen Casual Coffee Social – September 22

September 22 @ 8:00 am - 9:00 am
Claddagh Coffee, 459 7th St W
Saint Paul, MN 55102 United States
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FPA of MN NexGen will be hosting a Coffee Social at Claddagh Coffee in Saint Paul. 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 to register for this event!

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October 2021

Virtual Financial Planning Days – October 4-8

October 4 - October 8

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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In-person Financial Planning Day – October 9

October 9 @ 10:00 am - 1:00 pm
Wilder Center, 451 Lexington Parkway North
St. Paul, 55104 United States
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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. The need for expert advice from local financial planners is great – especially during the COVID-19 pandemic. That's why…

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