Offering the required Code of Ethics course, plus the extra hour required for insurance licensees.

FPA of MN NexGen will be practicing social distancing and hosting a ZOOM Coffee Social. ZOOM registration required. Cost is free. The theme for November will be “Welcome UMD Students!” Just a casual way for NexGen FPAMN members to meet…

Did you join the FPA of Minnesota in 2020 or 2021? Then we want YOU to JOIN US! As a newer member, we hope you will join us for this special event at Pinstripes Bistro-Bowling-Bocce, Edina. There will be delicious…

Federal Tax Update - Considerations & Compliance for 2021 Presenter: Nicole DeRosa, CPA, MAcc Thanks to our November Host & Platinum Partner Charles Schwab Advisor Services

FPA of MN Virtual Lunch n' Learn - Open to Everyone The Future of Value Investing presented by Matt Lamphier Value investing has taken a back seat to growth style or index investing in the last 10 years. Many investors…

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…

Hr 1: An Intro to Sustainable Investing Presenter: Paul Hilton, CFA Hr 2: ESG As a Tool for Values and Purpose in Your Practice Panelists: RJ Devick, Shannon Forman and Dave Bromelkamp; Moderator: Paul Hilton Networking Social: 5-6 pm Thanks…

Tips for the New Year - Safeguarding Wealth in the Event of Divorce or Death Panelists: Sonja Trom Eayrs, Michael Sampson, Thomas Dougherty Thanks to our January Host & Platinum Partner CrossCountry Mortgage Option to join via Zoom will be…

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…

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…

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…

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…

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…

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 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…

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…

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…

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…

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…