Events

Allianz Partner Session
May 16, 2024

In Person OR Virtual
Social Security is an essential component to the retirement planning process with millions of Americans currently receiving some form of Social Security benefit. And while the appropriate filing strategies are unique to the individual circumstances of each client, understanding how to address a handful of key questions can go a long way toward helping them make informed decisions. In this seminar we will aim to unpack the most impactful Social Security questions facing retirees today.

Allianz

New Member Breakfast
May 21, 2024

In Person - Location TBD

8:00 am - 9:00 am

Join us for a delightful morning of networking, camaraderie, and insightful discussions as we warmly welcome our newest members into the FPA of Minnesota community. Whether you're a seasoned veteran or just starting your journey in the industry, the New Member Breakfast promises to be a valuable experience filled with meaningful connections, valuable insights, and exciting opportunities. Don't miss this chance to kick-start your membership journey on the right foot and discover the endless possibilities that await you within FPA of Minnesota. Registration for this event will open soon!


Mentorship Program Kick-Off
June 4, 2024

Virtual

1:00 pm - 2:30 pm

 


Planning & a Pint: Is the Grass Greener?
June 6, 2024

Accredited Investors Wealth Management

5:00 pm - 7:00 pm

Join us for a unique event where you get a chance to ask questions of career experts representing diverse financial planning business models, including RIA-only, Broker-Dealer, Wirehouse, and more. The casual nature of the event will allow you to engage in discussions with the business areas that interest you most. It will provide invaluable insights into the pros and cons of each model. Whether you're a newcomer to the industry, considering transitioning your firm to a different business model, or just curious this event is for you.

Wine Tasting and Networking Social
June 26, 2024

ModernWell

5:30 pm - 7:30 pm

Ready for a fantastic evening of wine exploration? Mark your calendars for Wednesday, June 26th, because we're teaming up with Stonebridge Capital Advisors and Chuck Kanski from Solo Vino for a laid back summertime wine tasting.

Chapter Meeting
July 16, 2024

Met Ballroom OR Virtual

11:00 am - 2:00 pm

Topic and registration launching soon!


Membership 101
July 23, 2024

Virtual

12:00 pm - 1:00 pm

Join us for a comprehensive virtual session designed to introduce you to the vibrant community and
valuable resources available through FPA of Minnesota. Whether you're a new member or considering
joining, this session is your gateway to maximizing the benefits of your membership.


NexGen Casual Coffee
August 1, 2024

Five Watt Coffee on Lyndale

12:00 pm - 1:00 pm

FPA of MN NexGen will be hosting an In-Person Casual Coffee Social at Five Watt Coffee in Uptown. No
registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up at a local
coffee shop, have a cup of coffee together, and get to know each other.


Mentor Networking Event
August 20, 2024

Virtual

1:00 pm - 2:00 pm

 


Mentee Networking Event
August 27, 2024

Virtual

1:00 pm - 2:00 pm

 


Past Presidents Meeting
September 10, 2024

In Person - Location TBD

11:30 am - 1:30 pm

Join us for an exclusive gathering of esteemed past presidents as we come together to reflect, connect,
and chart the course for the future of our association. This distinguished event brings together leaders
who have shaped the trajectory of our industry and association, offering a unique opportunity for
collaboration, knowledge exchange, and networking.


ASCEND - Annual Conference
October 22 - 23, 2024

Minneapolis Convention Center

The ASCEND conference is known across the country for providing incredible value and meaningful content.
We continue to offer high-profile speakers, timely presentations, chances to network and meet conference
partners, and opportunities to earn Continuing Education Credits. As financial planning professionals,
our work is more important now than ever. This conference will provide a fantastic opportunity to
connect with others, learn new insights and ASCEND your career in 2024 and beyond. We hope you’ll join
us!


NexGen Casual Coffee
November 7, 2024

Five Watt Coffee on Lyndale

8:00 am - 9:00 am

FPA of MN NexGen will be hosting an In-Person Casual Coffee Social at Five Watt Coffee in Uptown. No
registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up at a local
coffee shop, have a cup of coffee together, and get to know each other.


Mentorship Program Meeting
November 12, 2024

In Person - Location TBD

4:00 pm - 6:00 pm

 


New Member Happy Hour
November 14, 2024

In Person - Location TBD

4:30 pm - 6:30 pm

Join us, November 19, for our 'New Member Happy Hour'! Whether you're a seasoned industry professional
or a fresh face in the field, this event is the perfect opportunity to connect with fellow members,
network, and unwind after a busy day. Enjoy complimentary refreshments and engage in lively
conversations as you learn more about the benefits of being part of our vibrant community. Don't miss
out on this chance to forge valuable connections and kickstart your journey with us!


Chapter Meeting
November 19, 2024

The Town & Country Club OR Virtual

Topic and registration launching soon!

 

Strategic Planning Session
December 4, 2024

FPA of MN Offices

11:30 am - 4:00 pm

This session is an opportunity for our Board members, committee volunteers, and members to come
together, exchange ideas, and contribute to the strategic direction of FPA of MN. We will also discuss
how FPA of MN fits into national FPA (OneFPA). Your expertise and perspective are invaluable in this
process and will help us create a roadmap for the years to come.


Membership 101
December 12, 2024

Virtual

12:00 pm - 1:00 pm

Join us for a comprehensive virtual session designed to introduce you to the vibrant community and
valuable resources available through FPA of Minnesota. Whether you're a new member or considering
joining, this session is your gateway to maximizing the benefits of your membership.