Chapter events

FPA of MN Strategic Planning Day
December 9

Minneapolis Institute of Art
9:30 am - 2:30 pm

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 been a member for 25 years, we want your ideas. This is your chance to get involved.

We’ll review how FPA MN fits into the national FPA organization called OneFPA and our focus will be on our MN chapter and our activities and what you want to see in the future. Please come and give your thoughts and suggestions as we plan for 2023.

We’ll begin at 9:30am and conclude at 2:30pm.

There may be an earlier departure for those not on the 2023 board.

Lunch will be provided.

Please join us at the Minneapolis Institute of Art on December 9.
Free admission to the museum.

2400 3rd Ave S, Minneapolis, MN 55404 - Wells Fargo room - near the entrance.

RSVP by December 7, 2022

Chapter events

Chapter meeting
December 20

Metropolitan Ballroom, Golden Valley
2:00 - 5:00 pm
Networking Social: 5:00 - 6:30 pm

The Financial Continuum - Supporting Client Behavior Change
Presenter: Saundra Davis, MSFP, FFC®, APFC®, FBS®, CSC

In this session we will explore the Continuum of Financial Wellbeing and how financial planners can collaborate, refer or build the skills necessary to support client's behavior change. During the session there will be a breakout to practice one of the skills.

Option to join via Zoom will be offered.
RSVP by December 16, 2022