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February 2022

February FPA Meeting – February 15 – 7:00 am

February 15 @ 7:00 am - 10:00 am
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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Hr 1: Financial Therapy: Working With Resistant Clients Hr 2: Financial Therapy: Working With Resistant Couples Presenter: Derek Hagen, CFP®, CFT-I™, FBS®, CFA, CIPM Thanks to our February Host & Diamond Partner Allianz Life Financial Services, LLC Option to join via Zoom will be offered.

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FPA of MN NexGen Casual Coffee Social – February 24

February 24 @ 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 Coffee Social at People's Organic 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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March 2022

March FPA Meeting – March 15 – 11:00 am

March 15 @ 11:00 am - 2:00 pm
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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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.

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FPA of MN March Basketball Bracket Challenge & Viewing Party powered by Allianz – March 17

March 17 @ 11:00 am - 5:00 pm
Optimal Performance Golf, 10401 93rd Avenue N
Maple Grove, MN 55369
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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…

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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
Please Register Through CVent, Watch Email for Zoom Access Codes
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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. Email Jessica Hawthorne at office@fpamn.org to register for this event!

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April 2022

FPA of MN 9th Advocacy Day (VIRTUAL) – April 6

April 6 @ 12:30 pm - 2:30 pm
ZOOM, Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

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.

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April FPA Meeting – April 19 – 7:00 am

April 19 @ 7:00 am - 10:00 am
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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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.

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FPA of MN DEI Social – April 27 – 4:00 pm

April 27 @ 4:00 pm - 7:00 pm
Pimento Jamaican Kitchen, 2524 Nicollet Ave
Minneapolis, MN 55404
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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.

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FPA of MN NexGen Casual Coffee Social – April 28

April 28 @ 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 St. 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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May 2022

May FPA Meeting & Networking Social – May 17 – 2:00 pm

May 17 @ 2:00 pm - 6:30 pm
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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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.

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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
+ Google Map

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!

Find out more »

June 2022

FPA of MN Networking Social – June 7

June 7 @ 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, 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.

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June FPA & CFA Meeting – June 21 – 7:00 am

June 21 @ 7:00 am - 10:00 am
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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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.

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FPA of MN NexGen Casual Coffee Social – June 30

June 30 @ 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 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.

Find out more »

July 2022

FPA of MN Networking Social – July 12

July 12 @ 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, 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.

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July FPA Meeting – July 19 – 11:00 am

July 19 @ 11:00 am - 2:30 pm
Metropolitan Ballroom, 5418 Wayzata Boulevard
Golden Valley, MN 55416 United States
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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.

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FPA of MN NexGen Virtual Casual Coffee Social – July 27

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

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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FPA of MN NexGen Summit – 2022

July 28 @ 11:00 am - 6:30 pm
Allianz Life Insurance Company – Rourke Training Center, 5701 Golden Hills Dr
Golden Valley, MN 55416
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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…

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August 2022

FPA of MN Networking Social – August 2

August 2 @ 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 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.

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23rd Annual FPA of MN Golf & Bocce Ball Tournament sponsored by Allianz – August 8

August 8 @ 11:00 am - 6:15 pm
Bunker Hills Golf Club, 12800 Bunker Prairie Rd NW
Coon Rapids, MN 55448
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Our Charity Pick This Year: Emerge Mothers Academy 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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