Events

Chapter events

Virtual Chapter meeting
March 16

ZOOM Please register via Cvent
11:30 am - 2:00 pm
Presenter: George Kinder, CFP®

Life Planning, Mindfulness, and a Golden Civilization
Author, speaker, meditation teacher, and father of the Life Planning movement in financial advice, George Kinder will describe how Life Planning delivers an exhilarating and meaningful experience for the client. Through a mix of lecture and experiential exercises, Kinder will briefly discuss Life Planning’s five-phase EVOKE® process that utilizes deep listening and communication skills to uncover clients’ dreams of freedom and then delivers them. He will share the evolution of his Life Planning work and its basis in mindfulness, as described in his latest book, A Golden Civilization and the Map of Mindfulness, and how it is now being used by groups globally to rethink civilization. During the second half of the presentation, you'll have the opportunity to participate in an interactive visioning strategy that goes beyond the self or even the larger community but considers the entirety of civilization and empowers leaders to develop the world they want to live in right now.

RSVP by March 12, 2021

Chapter events

FPA of MN 8th Advocacy Day
April 7

ZOOM Please register via Cvent
12:30 - 2:30 pm

Join us April 7th for FPA MN Advocacy Day (VIRTUAL)

Help us raise awareness of FPA MN among our state legislators. Our goal is to build a relationship with legislators so that they better appreciate the role financial planners and FPA MN plays in the lives of Minnesotans. We need everyone’s help to do that.

Access from any laptop or mobile device!
Professional Issues Committee members will be online from 12:30 - 2:30 pm to assist you in meeting with your legislator. We will provide handouts about FPA MN and tips on what to say.

We hope that you will take time to partake in our democratic process and let your legislators know about all great things FPA MN does.

RSVP by April 5, 2021

Chapter events

15th Annual FPA of MN Career Day
April 23

ZOOM Please register via Cvent
9:00 am - 4:00 pm

FPA of Minnesota Career Day 2021 (VIRTUAL)

Are You Looking to Hire? Looking to be Hired?
FPA Career Day is designed to simplify the process for you!

Students and Career Changers:
Are you tired of standard career fairs? Are you looking for a better experience connecting with potential employers and industry professionals? Attend this day to learn more about the financial planning profession, meet Financial Planning Association members, and interview with area financial planning firms.

For Employers:
Do you ever get frustrated wondering if your recruiting costs (ads or job postings) really give you your bang for your buck? Do you ever wonder what it would be like to get a stack of resumes to compare candidates and know that who you are interviewing is the best in a bunch?

For those employers in‐the‐know, it is best to sign up quickly because these slots fill up fast and we always have a waitlist for employers. For those who have not considered FPA of Minnesota's Career Day opportunity before, this is where your benefits far outweigh your costs.

Fees:
Employers - FPA Members $150;
Non-Members $300
Students / Career Changes - $10

RSVP Immediately
All registrations coming in after 4:00 pm, April 16th, will be accepted but not guaranteed to have an opportunity to interview with employers.

Chapter events

FPA of MN Lunch n’ Learn
June 2

ZOOM Please register via Cvent
12:00 - 1:15 pm
Presenter: Dominic DesMarais

Reverse Mortgages: The Cinderella of Retirement Planning?

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 reverse mortgages at the age of 62, not 82. With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.

RSVP by June 1, 2021