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May 2021
Virtual MN Insurance Ethics Session – May 5 – 10:30 am
Good People Bad Things: Ethical Decision Making - Up to 3 hrs of MN Ethics CE Presenter: Melissa Kemp
Find out more »FPA of MN Virtual NexGen Summit
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,…
Find out more »May Virtual FPA Meeting – May 18 – 2:30 pm
Building Digital Connections and Mastering Virtual Meetings Presenter: Brendan Barca Thanks to our May Host & Platinum Partner Minnesota 529 College Savings Plan
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – May 26
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!
Find out more »June 2021
FPAMN Virtual Lunch n’ Learn – June 2
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…
Find out more »June Virtual FPA Meeting – June 15 – 7:30 am
Estate Planning: The Military Veteran and Benefits Management Presenter: Mary Frances Price, Attorney Thanks to our June Host & Platinum Partner Stonebridge Capital
Find out more »FPAMN Virtual K’Nex – June 22
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
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – June 23
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!
Find out more »July 2021
FPA of MN NexGen Networking Social – July 14
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.
Find out more »FPA of MN First Year Member Networking Breakfast – July 15
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…
Find out more »July Virtual FPA Meeting – July 20 – 11:30 am
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
Find out more »FPA of MN NexGen Casual Coffee Social – July 28
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.
Find out more »August 2021
22nd Annual FPA of MN Golf & Bocce Ball Tournament sponsored by Mairs & Power – August 2
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
Find out more »FPA of MN Networking Social – August 17
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.
Find out more »FPA of MN NexGen Virtual Casual Coffee Social – August 25
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 »September 2021
September Virtual FPA Meeting – September 21 – 7:30 am
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
Find out more »FPA of MN Networking Social – September 21
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.
Find out more »FPA of MN NexGen Casual Coffee Social – September 22
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!
Find out more »October 2021
Virtual Financial Planning Days – October 4-8
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…
Find out more »In-person Financial Planning Day – October 9
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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FPA - Connect
