Get involved: Financial Planning Day is November 2
Join us at the Wilder Center in Saint Paul from 10 a.m. to 2 p.m.
As financial planning professionals, we understand how important financial literacy is. That’s why we’re proud to host the
10th annual Twin Cities Financial Planning Day! This free event gives people the opportunity to meet with FPA MN advisors for one-on-one consultations and attend workshops on a variety of topics.
At this year’s event we’re excited to welcome the owners of the
Urban Growler, Deb Loch and Jill Pavlak, who opened the Saint Paul brewery in 2014. During their talk, Deb and Jill will share their story of entrepreneurship and the financial lessons they’ve learned along the way.
Volunteer your time
This is the single largest and best opportunity to share the importance of financial planning in our community. We’re seeking CFP® professionals to meet one-on-one with attendees and host group educational seminars during the event.
Click here for more information.
Spread the word
Let your friends and family know about this free opportunity from the FPA MN. You can share the
Financial Planning Day website or
Facebook event with friends on social media. We appreciate your help letting the community know!
Chapter meeting recap
Let's dig deeper on last month's topic
During last month’s chapter meeting, we focused on the new 20% pass-through deduction and advanced Roth planning. Want to dive into this topic more? Join us for a free small group discussion tomorrow morning from 8-9 a.m. at Turtle Bread in Minneapolis!
Get practical content, experience programming designed for you and build connections that last at this national event.
FPA of MN members are eligible to receive a $150 discount off conference registration. We sent out an email with this discount code on August 22, so check your inbox. If you’re a member and you missed the email, please reach out to firstname.lastname@example.org.
Calling all first year members!
Thursday, October 24, from 7-9:30 a.m.
All new FPA members are welcome to join us for a complimentary breakfast at the Metropolitan Ballroom in Golden Valley. There you’ll get to know other new members, as well as FPA board members, officers and past presidents.
More information here.
A look at the meaning of value
Thursday, October 24, from 5-7 p.m.
Our NexGen Committee invites you to this special K'Nex event.
Alex Tirso, senior advisor consultant at
Invesco, will guide attendees through exercises and discussion to understand what investors think, what they value and how advisors should respond. Sharing helpful research, Alex will cover how advisors can best communicate fees and deliver on value.
Learn more and register here.
2020 partnership packages now available
We appreciate our relationships with our partners, who support the FPA MN and help lead our message of building the financial planning community.
We hope you will consider partnering with us in the new year. 2020 partnership packages are now available, and spots fill fast. There are different sponsorship levels available with corresponding benefits, such as using FPA MN social media to share information about your organization and having a booth at the 2020 Symposium next November.
More information on becoming a partner, including our guide to 2020 partnership packages, is
Save the date for upcoming events
Mark your calendar for these upcoming FPA of MN meetings and events!