News from FPA of Minnesota

Your Partner in Planning

April 3, 2024

Spring Training – Don’t strike out, register today!

April 23, 2024 | 11:30 AM - 5:00 PM

Join us for Spring Training – a half-day event filled with enlightening sessions and continuing education opportunities.

Check out the lineup:

What’s Their Money For? Helping Clients Understand Money’s Role in Their Lives Keynote Speaker: Derek Hagen, Founder of Meaningful Money
Decumulation Diversification Partner Session: Ben Bergherr, CFP®, CIMA®, CRPC®, RICP®, ABFPTM, District Director, Senior Vice President, Allianz
Ins and Outs of Private Equity Partner Session: Walker Mays, Regional Vice President, CNL Securities
The Accidental Economy Continues Partner Session: Anu Gaggar, CFA®, FRM®, Capital Markets Strategist, Fidelity

Choose Your Own Adventure! Following the afternoon sessions, you have the opportunity to join friends and colleagues for an evening at the Twins game or happy hour at Punch Bowl Social.

Twins Game ($39 additional fee) - Continue your Spring Training with a Twins Game after the event! Your ticket will get you into the Legends Landing section of Target Field and includes all you can eat ballpark fare (hot dogs, burgers, chicken tenders, popcorn, assorted ballpark snacks, soft drinks). The game starts at 6:40 pm against the White Sox. Please feel free to purchase additional tickets for guests. Transportation to and from the game is not provided. Tickets are non-refundable after April 2.
Happy Hour at Punch Bowl Social (Included in registration) - Join friends and colleagues at Punch Bowl Social following the event for delicious bites and beverages! There is no additional fee to attend. Punch Bowl Social is within walking distance from the venue and has free parking if needed.

Thank you to our Spring Training Presenting Sponsors,

Beneath the Surface: Networking in the Wabasha Street Caves

Stepping into the Wabasha Caves for a networking event is like stepping into another world. FPA of MN members were transported back in time, surrounded by remnants of the past while engaging in discussions about the future. Everyone had a chance to meet other professionals with the unique ambiance of the caves serving as an icebreaker and sparking conversations. In addition to meeting amazing professionals, we got a chance to get a quick tour and find out about the history and ghosts on the property. Our next event will be at the end of June. We look forward to seeing everyone there!

Thank you to our Networking Event Host,

FPA of MN Commerce Feedback Session

Members of the FPA met with the Department of Commerce to provide feedback and seek clarification on legislation impacting the industry. The proposed legislation for investment adviser representative (IAR) continuing education (CE) seeks adoption of the NASAA IAR CE model rule already adopted in 18 other states. The model rule requires IARs to report twelve credits of continuing education every year: six for products and practice and six for ethics and professional responsibility. If you have a professional designation or are registered as an agent of a FINRA member broker-dealer that complies with FINRA’s continuing education requirements, you may not need to take additional CE. If enacted the legislation will be effective January 1, 2025.

If you have questions or feedback, please reach out to Amanda Kelting or Annette Minor at the Department of Commerce.

Empowerment Through Understanding: Culturally Responsive Personal Finance Education

The FPA of Minnesota Financial Education committee invites you to attend a virtual panel discussion entitled “Empowerment Through Understanding: Culturally Responsive Personal Finance Education” on Tuesday, April 30th, at 4pm-5pm.

The Minnesota Council on Economic Education and Minnesota Jump$tart Coalition are hosting this panel discussion where we will delve into the intersection of personal finance education and cultural intelligence, exploring how cultural perspectives shape financial behaviors and decision-making.

Our panelists, hailing from diverse cultural backgrounds and fields of expertise, will share their insights, experiences, and strategies for delivering culturally responsive financial education. Through thought-provoking discussions and real-life examples, we will uncover the importance of understanding cultural nuances in financial literacy initiatives and empowering individuals from all backgrounds to achieve financial success.

FPA of MN Mentorship Pilot Program

Recently, the FPA of Minnesota launched our new Financial Planning Association (FPA) of Minnesota Mentorship Program! Our mission at FPA is not only to promote the highest standards of integrity, competence, and professionalism within the financial planning community but also to foster growth and development among our members.

Here are some highlights of what you can expect from the FPA of Minnesota Mentorship Program:

One-on-one mentoring relationships tailored to your specific goals and needs.
Access to exclusive networking events.
Resources and support to navigate challenges, explore career paths, and enhance your skills.

For complete details on the program's structure, benefits, and how to get involved, please click here.

FPA of MN Book Club – Powered by the DEI Committee

April 30, 2024 | 11:30 AM - 12:30 PM

We are excited to announce our next book selection for our upcoming meeting: A Place for Us by Brandon J. Wolf. This memoir delves into the deeply personal journey of self-discovery and acceptance experienced by the author as a gay man in contemporary America. Wolf shares his story of growing up in a conservative Christian family in the South, navigating the complexities of his sexual orientation, and finding his place in a society that too often marginalizes LGBTQ+ individuals. Through his candid reflections on relationships, identity, and resilience, Wolf offers profound insights into the challenges and triumphs of coming out and embracing one's true self.

Join us as we explore the themes of love, family, and belonging in "A Place for Us." We look forward to engaging discussions and meaningful reflections on this powerful memoir.

*If you do not have access to the book, simply reach out to us at dei@fpamn.org, and we'll ensure you have the resources to fully participate.

Mark Your Calendars

In 2024, we're thrilled to kick off our updated programming calendar, promising a year filled with enriching events, insightful sessions, and valuable networking opportunities for our members.

Check out our calendar and save the dates for upcoming events!

Stay tuned for more details and registration information. Let's make 2024 a year to remember together!

FPA MN's Meetings and Events