The Financial Planning Association of Minnesota

The Financial Planning Association of Minnesota (FPA of MN) is a not for profit professional association that fosters the value of financial planning and advances the financial planning profession. As one of the 10 largest chapters in the United States, the FPA of MN consists of more than 825 members from all around Minnesota. FPA prides itself on being the Heart of Financial Planning, whose goal is to bring together those who deliver financial planning, those who support it and those who benefit from it. We provide monthly education sessions for the financial professional.

Address

1601 Utica Avenue South
Suite 213
Minneapolis
MN
55416
United States

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NASBA Approved providers

National Registry

Registry ID

108072

Approved Delivery Method

Group Live

Effective January 1, 2025, all Investment Adviser Representatives (IARs) registered in Minnesota are required to complete 12 hours of continuing education (CE) annually to maintain their registration. …

Have you ever wondered how other financial planners would work with a client? In this meeting we will explore a case study with panelists and give you an opportunity to discuss with others in attendan …

Finding the right match for your client/ donor by grasping and varied account features Surprising things donors and their heirs can do with a DAF during life and afterward A deep dive into the types …

Understanding how our brains process information is important when formulating financial plans and investment portfolios. Every client is different, but by using behavioral finance we can help our cli …

This session with highlight Capital Group's 2025 outlook on the markets and the economy Through participating in this session, attendees will learn: 1. Macro perspective on the markets and economy 2 …

A look at how to diversify your income during retirement using advanced concepts to help hedge against the potential healthcare costs. We will analyze a case study and make adjustments to how we are d …

Discover strategies for maximizing your business’s value and navigating the critical decision of whether to grow or exit. Discover how to maximize your life’s work, whether you choose to hand the rein …

Nearly 90% of clients expect their financial advisor to help them navigate charitable planning, yet only 5% of advisors feel “very confident” in advising clients on philanthropy. This workshop, featur …

We find that charitable remainder trusts are one of the most powerful and adaptable types of planning tools out there, but many people don't understand them. We'll go through case studies from our yea …

The program involves a panel discussing the historic antitrust class action verdict rendered last year in Burnett v. National Association of Realtors et al. and the nationwide settlement reached with …

This workshop provides a framework for understanding the Four Phases of Retirement which almost every retiree experiences but about which there has been little discussion or understanding so far in re …

Ethics CE: CFP Board’s Revised Code and Standards Interactive Poll - Group Demographics Interactive Poll - Group Experience Review 6 Learning Objectives 20 Minutes Learning Objective #1 UNDERSTAND THE …

"Did you realize that every time you speak, you’re auditioning for leadership? This means it’s no longer enough to be the smartest or most skilled financial professional in the room. We’re in the Com- …

"The U.S. Census Bureau predicts that by 2035, people over 65 will outnumber children under 18 for the first time in U.S. history. The number of workers 65 and older has quadrupled since the mid-1980s …

"Do you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across multiple generations? If you answered YES, this session i …

In this session, we will cover 10-15 essential income and estate tax topics that advisors can take back to their clients, ensuring they stay informed on the latest developments. In addition to tax-foc …

Savina is going to discuss how Indexing is a Series of Active Decisions. The decisions made by Investors, Index Providers, and Index Managers. The differences in decisions made by active and passive m …

"The money psychology of spending can tremendously affect our financial and life well-being. Harmful emotional and behavioral practices such as impulse, frivolous, and unaccounted-for spending can der …

Explore the transformative potential of using AI in your marketing efforts while also navigating the potential risks and disadvantages. Learn how AI-driven strategies can enhance efficiency and engage …

This presentation will help lift the fog on all those looming questions you & your clients have surrounding Medicare.

Build Your Cyber Security Roadmap

22 Oct 2024 The Financial Planning Association of Minnesota James Motz, Mytech Partners; Nathan Austin, Mytech Partners

Cybersecurity in 2024 is overwhelming, with many organizations reactively adding tools and hoping nothing goes wrong. How can you regain control of your IT security? While a one-time security assessme …

"AI Basics: An introduction to AI, including its definitions, history, and common myths. It explains foundational concepts like machine learning, deep learning, and large language models (LLMs). Adva …

Funding healthcare costs and long-term care in retirement is a key concern for most Americans. Having to use retirement accounts for healthcare expenses stymies tax and income planning for retirees, w …

The Global Humanity of Money

22 Oct 2024 The Financial Planning Association of Minnesota Dr. Preston Cherry, Concurrent Financial Planning

Money, values, and cultures are human. Each individually and collectively contributes to people's unique identity. Are money values and cultures different, or is there a global humanity of money? Both …

The traditional approach to liquidations in retirement is very straightforward: spend taxable dollars first, and let tax-deferred retirement accounts keep growing, because "no one" wants to pay taxes …

Evan will present on common disputes that arise in wealth transfer litigation and how they have been resolved by Minnesota courts, highlighting what may be “red flags” for planners to help them forese …

SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents. New this year are rule …

The Great Economic Debate 2024

22 Oct 2024 The Financial Planning Association of Minnesota Matthew McLennan, First Eagle Investments; Mo Haghbin, Head of Solutions, Multi-Asset StrategiesInvesco; Dr. David Kelly, J.P. Morgan

Each year, the volume of economic and market noise seems to increase, leading to many questions. Will there be a recession? Will inflation stay high? Why take risk when cash rates are so high? Will ge …

The financial planning process is a valuable, but time-consuming, process. And the pressure of 'spending the time' to demonstrate the value is only amplified further as advisory firms grow a sizable b …

There are many influencers in life, from athletic icons to social media influencers. Financial advisors need to transcend the perspective of being just an investment advisor and become their clients' …

A mid-year update covering wide-ranging topics on investment markets, the economy and events, including why value struggled between 2010-2020 and an update on value since 2020.

Social Security is an essential component to the retirement planning process and understanding how to address a handful of key questions can go a long way towards helping clients make informed decisio …

This session will provide an overview of investment themes fro Q2 2024.

The Ins and Outs of Private Equity will take you through : Today’s financial market landscape Why people invest in private equity What is private equity How private equity works

A look at how to diversify your income during retirement using advanced concepts to help hedge against the potential increase of taxes and inflation. We will analyze a case study and make adjustments …

Clients who are unclear about money’s role in their lives may subconsciously use other people's behavior as a guide to making financial decisions, instead of consciously making choices based on their …

You are in a unique position to be the trusted long-term strategic adviser to your business owner clients. Every business owner eventually transitions out of their business; help your clients navigate …

For this engagement, Rodger Baker, Executive Director of the Stratfor Center for Applied Geopolitics at RANE, will deliver a presentation on geopolitics as a conceptual framework to understand the wor …

The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance hall of fame business speaker who's keynoted conferences for Fortune 500 companies on all seven c …

Presentation Description: The SECURE 2 Act follows on the progress made in the original SECURE Act by providing increased access to retirement plans for both employers and employees. The bill also lo …

Financial Empathy: Understanding the Story Beneath the Numbers The Great Economic Debate 2023 Diversity and Inclusion: Empathy or Sympathy Protecting Your Client's Financial Plan During Their Workin …

Presentation Description: This 2-hour program will analyze the efficacy of the 60/40 allocation. We will review the periods when the 60/40 allocation provided value and stability to portfolios and pe …

Presentation Description: Financial planning predominantly focuses on predicting an unpredictable future. We create detailed plans for our client’s financial life, but know these plans are at best a b …

Louis Barajas has been named on Billboard Magazine’s Top Business Manager’s List for the last 6 years in a row. He is a business and wealth manager for some of the most iconic international recording, …

Louis has 35 years working with underserved communities throughout the country. Learning Objectives In this presentation, he will teach how he uses his grounded philosophy and coaching tools in workin …

Get ready to implement IRA Giving strategies with donors and clients. Learn strategies directly from a panel of tax, philanthropy, legal and financial professionals. By the end of the session, partic …

IRA Giving: The Next Big Wave of Philanthropy

16 May 2023 The Financial Planning Association of Minnesota Carlo D. Laurore, CFP® CHFC® CLU®, RICP®, AEP®, CFRE, CAP®

By 2030, all Baby Boomers will be over age 65! Charitable Giving directly from their retirement accounts (IRAs) is a powerful strategy, accessible and beneficiary no matter their net worth. In this …

Ron Wirtz will discuss the current state of the Minnesota economy, the challenges of the present environment, and the special role of labor force in long-term economic growth. Using an interactive sur …

Presentation Description: The 2006 “Survey of Specific Elements of Communication that Affect Trust and Commitment in the Financial Planning Process” provided empirical support for the critical role th …

Presentation Description: Helping clients navigate change is an important objective of financial planning. But what if change has a profound effect on the profession itself? The recent COVID pandemic …

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