Keeping Up with the Code: 2022 Federal Tax Update Presenter: David Peters, CPA, CPCU, AST, MBA Thanks to our November Host & Platinum Partner Charles Schwab Advisor Services Option to join via Zoom will be offered.

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…

We are proud that FPA MN is a top-ranking Chapter for its volunteerism. The combined efforts of nine volunteers and three shadow volunteers allowed 20 underserved community members to receive free financial advice from a Certified Financial Planner® and be…

It's time to pause and review what we have done in 2022 and look ahead to 2023. Every member is welcome to attend, whether you are on a committee or not. Whether you are a new member or if you’ve…

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…

The Financial Continuum - Supporting Client Behavior Change Presenter: Saundra Davis, MSFP, APFC®, FBS®, CSC Followed by Networking Social: 5:00-6:30 pm Thanks to our December Host & Platinum Partner: Jensen Investment Management Option to join via Zoom will be offered.

Hr 1: Growth Through Acquisitions & Succession Planning Presenter/Moderator: Jeff Nymark, CIMA Hr 2: Succession Planning Panel Panelists: Tim Werner, MBA, CFP® & Al Johnson Thanks to our January Host & Diamond Partner Allianz Life Financial Services, LLC Option to…

FPA of MN NexGen will be hosting a Coffee Social at Peoples Organic - Southdale Mall in Edina. Cost is free and the coffee is on NexGen’s tab. Just a casual way for NexGen FPAMN members to meet up, have…

Planning with Peers – A Case Study Panelists: Grant Meyer, CFP® & Ryan Antkowiak, CFP® Facilitator: Jeanna Fifer, CFP® Thanks to our February Host & Platinum Partner CrossCountry Mortgage

Join the FPA of MN for a Day at the Capitol on February 22nd! The Day at the Capitol is a great opportunity to meet with legislators to raise awareness of FPA MN and the role financial planners play in…

Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment Presenter: Carol Anderson, MS Thanks to our March Host & Platinum Partner Fairway Independent Mortgage Corporation

FPA Webinar - Free Member-Only event - Powered by Alliance Forum FPA chapters Before, During, and After: Addressing a Client’s Cognitive Incapacity Presenters: Dr. Moira Somers & Dr. Carolyn McClanahan, CFP® Financial professionals are often in a prime position to…

Hr 1: Current Business Conditions and Challenges in the Minnesota Economy Hr 2: The Role of Labor Force in Future Economic Growth​ Presenter: Ron Wirtz, MPLS Federal Reserve Regional Director Thanks to our April Host & Platinum Partner Equitable Option…

FPA of MN NexGen will be hosting a Coffee Social at Peoples Organic - Southdale Mall in Edina. Cost is free and the coffee is on NexGen’s tab. Just a casual way for NexGen FPAMN members to meet up, have…

Joint Meeting with the Minnesota Gift Planning Association Hr 1: IRA Giving - The Next Big Wave of Philanthropy Presenter: Carlo Laurore, CFP® CHFC® CLU®, RICP®, AEP®, CFRE, CAP® Hr 2: Riding the Wave of IRA Giving - Tips from…

This networking social will be held at the conclusion of the May Chapter meeting which is a joint meeting with the Minnesota Gift Planning Association. Did you join the FPA of Minnesota since 2021? Then we want YOU to JOIN…

Hr 1: Financial Dignity: How to Have a Meaningful Planning Conversation with Anyone Hr 2: Music, Movies and Planning: Working with Entertainers in the US and Internationally Presenter: Louis Barajas, MBA, CEPA, CFP®, EA Thanks to our June Host &…

FPA of MN Book Club - Powered by the DEI Committee The Diversity, Equity, and Inclusion (DEI) Committee is thrilled to invite you to our inaugural book club meeting, where we will dive deep into the pages of "Poverty, By…

Did you join the FPA of Minnesota since 2021? Then we want YOU to JOIN US! As a newer member, we hope you will join us for this morning event at the The Egg & I Restaurant - East, St…

“Are You Happy Now?” Presenter: Dr. Carolyn McClanahan, CFP® Thanks to our July Host & Platinum Partner Charles Schwab Advisor Services Zoom will not be offered.