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Financial Planning Association of Minnesota

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Minneapolis, MN
Financial Planning Association of Minnesota

FPA of Minnesota - The Heart of Financial Planning FPA of Minnesota is a dynamic association with over 780 members.

The Financial Planning Association (FPA®) is the membership association for nearly 30,000 CFP® professionals, financial planners, specialists and organizations dedicated to advancing the financial planning process. FPA believes that everyone needs objective advice to make informed financial decisions and that when seeking the advice of a financial planner; the planner should be a CERTIFIED FINANCI

AL PLANNER™ licensee. Our members are committed to honesty, integrity, and open communication. Through the spirit of service, we foster stewardship and the development of recognized knowledge and competence.

09/04/2026

Save your spot for the September Chapter Event: Understanding Section 530A "Trump" Accounts with Ben Henry-Moreland, CFP®, EA.

Learning Objectives include:
✅ Defining key features & structural components of Section 530A Trump Accounts
✅ Different contribution options for Trump Accounts
✅ Planning considerations during & after the growth period
The list goes on!

Register now for this event on September 15 at the Wooden Hill Brewing Company in Edina: https://zurl.co/JFrbK

09/03/2026

Hear from speaker Kristin Harad at the 2026 ASCEND Conference on the topic "The Money's in the Middle: How to Fix Your Funnel to Grow Faster (With Less Effort)" to learn more about how to move prospects through your funnel faster while weeding out unqualified leads.

📅 October 20–21, 2026
📍 Saint Paul RiverCentre

Register today!
https://zurl.co/ve39Z

09/01/2026

Check out the FPA of Minnesota's upcoming events!

• September Chapter Event | September 15
• FPA of MN Book Club | September 25
• Women's Initiative Presents: In-Person Casual Coffee | September 30

Visit our website to see the full calendar of events: https://zurl.co/Zh1GZ

08/31/2026

We're excited to welcome Libby Greiwe to FPA of Minnesota's 2026 ASCEND Conference! Her session, "The First 100 Days: The Advisor's Blueprint for a Remarkable Client Onboarding Experience," is just one of many can't-miss sessions on the agenda.

Join us October 20–21 at the Saint Paul RiverCentre. Register today → https://zurl.co/N3AtW

08/24/2026

We're just days away from the deadline to submit nominations for the FPA of MN 2026 Distinguished Service Awards.

Know someone who deserves recognition for their work within the financial planning industry? Nominate them today!

Open through August 28🔗 https://zurl.co/CWKqo

08/21/2026

Client couples don't always agree on money, but that's where great advisors can earn trust.

Join Heather and Douglas Boneparth at FPA of Minnesota's 2026 ASCEND Conference for "Two Seats at the Table: Building Better Relationships With Client Couples."

📅 October 20–21, 2026
📍 Saint Paul RiverCentre

Register today!
https://zurl.co/53p9X

08/17/2026

📖 Don't miss out on the next FPA of MN Book Club Meeting!

We're reading the book Die With Zero by Bill Perkins. Rethink wealth, purpose, and life satisfaction. Explore how to help clients (and ourselves) maximize life experiences while balancing long-term security.

📍 Broken Clock Brewing Cooperative (North Loop, Minneapolis)
📅 September 25, 2026

Register here: https://zurl.co/H84s0

08/14/2026

The 27th Annual FPA of MN Charity Golf and Bocce Ball Tournament is right around the corner!

Join us at the Prestwick Golf Club for a day full of networking, friendly competition, dinner, and fun. This is a great opportunity to connect with your fellow financial and business professionals from across Minnesota.

📅 August 17, 2026 | ⏰ 11:00 am - 6:00 pm CT
Register here: https://zurl.co/iGya8

08/13/2026

Looking to sharpen your skills before hitting the course at the 27th Annual FPA of MN Charity Golf & Bocce Ball Tournament? Join us for the FPA of Minnesota Women's Initiative for a complimentary, small-group short-game clinic!

📅 August 17, 2026 | 10 - 10:30 am
📍 Prestwick Golf Club

Register here: https://zurl.co/Ojfro

Thank you to this event's sponsor: Nicole Meeker

08/12/2026

Get your nominations in for the FPA of MN 2026 Distinguished Service Awards! This is a great way to recognize individuals in our industry for their contributions, leadership, and dedication.

Get your nominations in by August 28 here: https://zurl.co/HanXH

Address

1601 Utica Avenue South
Minneapolis, MN
55416

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17637811212

Website

http://www.fpamn.org/

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