Events

Chapter events

FPA of MN Virtual K’Nex
June 22

ZOOM Please register via Cvent
12:00 - 1:15 pm
Presenter: Robert Sofia - CEO, Snappy Kraken

BLEND OUT — How Ordinary Advisors Transform Into Irresistible Brands

The financial advice industry is fiercely competitive and it's getting harder to capture prospect attention. How can advisors market themselves in a way that is captivating and irresistible to prospects? How can they blend out instead of blending in?

By exploring real life examples of companies that have revived their brands and revolutionized their industries, Robert Sofia makes a compelling case for how to transform and transcend through a clearly defined set of actions any advisor can take. Those who attend this session will gain the insight needed to intentionally and predictably transform ice cold prospects into insatiable brand ambassadors.

This is a pre-recorded session from the FPA Annual Conference in 2020.

RSVP by June 21, 2021

Chapter events

FPA of MN NexGen Networking Social
July 14

Keg and Case Market, Saint Paul

4:00 - 6:00 pm

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 at the outdoor seating area.

FPA of MN members AND aspiring or early-career CFP® professionals are encouraged to attend.

The event is free.

Dress Code: Business Casual

FREE PARKING in the South Lot. Directional signage upon arrival. There is also ample street parking surrounding the building.

RSVP by June 14, 2021

Chapter events

FPA of MN First Year Member Networking Breakfast
July 15

Metropolitan Ballroom & Clubroom, Golden Valley

7:30 - 9:00 am

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 networking event. There will be a plated breakfast and beverages served, as well as interesting conversations. It will also provide an opportunity for you to meet board members, officers and past presidents, who will be eager to welcome you to FPA of MN. And last, yet never least, it allows the FPA of MN to say thank you for joining!

The FPA of MN is pleased to host this event and would love to have you attend.

The event is free.

Dress Code: Business Casual

RSVP by July 14, 2021

Chapter events

Virtual Chapter meeting
July 20

ZOOM Please register via Cvent

11:30 am - 2:00 pm

Hr 1: Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots
Presenter: Samantha Lamas
Identifying investment goals is a critical step in developing sound financial plans that help investors succeed. However, when individuals are left to their own devices, they often fail to identify a substantial number of their own top goals – as many as half– that they later recognize to be highly important. Part of the reason for this shortcoming is that people have “thinking blind spots” as their cognitive processes are limited in both breadth and depth, and people tend to use sub-optimal rules of thumb, such as the availability heuristic, which can lead to biased estimations.  We study this phenomenon and then test a simple “master list” intervention that helps improve the reliability of goal elicitation.


Hr 2: Coaching Investors through Volatile Times
Presenter: Leon Zeng, CFA, Ph.D.
We will first review some most common emotional and behavioral pitfalls that individuals should look out for when they make investment decisions in volatile markets.  Then we will discuss the critical “so what” part and give advisors a set of handy tips and tools to deliver effective behavioral coaching to help improve both long-term investment performance and satisfaction of their clients.

RSVP by July 16, 2021

Chapter events

FPA of MN Golf & Bocce Ball Tournament
August 2

Bunker Hills Golf Club
11:00 am - 6:15 pm

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

Don’t miss the 22nd Annual Golf Tournament. Plan to take a break to enjoy a day of golf at Bunker Hills Golf Club in Coon Rapids on Monday, August 22nd.

It’s never too early to start thinking about golf... Networking with other financial and business professionals from around the state of Minnesota has never been more fun!

For all of the non-golfers out there, we hope you will participate in the Bocce Ball tournament!

Bunker Hills has been recognized as one of the top 25 public courses in the country by Golf Digest. This challenging course is characterized by large greens, tree-lined fairways and the unique character of seventy-five bunkers. Register Today!

Proceeds support the 2021 Charity of the Year: The Friends of the Saint Paul College Foundation.

RSVP by July 30, 2021