Financial Planning Association of Minnesota

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.

The June FPA of MN Chapter Event topic is "Financial Strategies to Pay for College & the Strategic Use of Student Loans"...
06/03/2026

The June FPA of MN Chapter Event topic is "Financial Strategies to Pay for College & the Strategic Use of Student Loans" with Cozy Wittman. This session will focus on how families can build a philosophy for paying for school, what key questions they should address, and more.

📅 June 16, 2026
📍 Forgotten Star Brewery, Fridley, MN

Thank you to our event sponsor: Sunbelt Business Advisors.
🔗 https://zurl.co/mZE6j

Join us for the FPA of Minnesota Happy Hour: Bold Women, Bold Brews! Hear from Jill Pavlak, the Co-Head Honcho at Urban ...
06/01/2026

Join us for the FPA of Minnesota Happy Hour: Bold Women, Bold Brews! Hear from Jill Pavlak, the Co-Head Honcho at Urban Growler. She'll offer insight into the challenges they've faced, lessons learned along the way, and advice for women pursuing leadership roles or entrepreneurship.

• June 2, 2026
• Urban Growler Brewing Company | St. Paul, MN

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

Register today for the 2026 Financial Planning Association of Minnesota's ASCEND Conference! • October 20-21, 2026 | Sai...
05/29/2026

Register today for the 2026 Financial Planning Association of Minnesota's ASCEND Conference!

• October 20-21, 2026 | Saint Paul RiverCentre

Details & registration found here: https://zurl.co/wfgLS

Join us for the FPA of MN Happy Hour: Bold Women, Bold Brews, where we'll hear from the co-founder of Minnesota's first ...
05/27/2026

Join us for the FPA of MN Happy Hour: Bold Women, Bold Brews, where we'll hear from the co-founder of Minnesota's first women-owned microbrewery, Jill Pavlak. She will be sharing her journey of building and growing a business in a traditionally male-dominated industry.

📅 June 2, 2026
📍Urban Growler Brewing Company | St. Paul, MN

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

Did you know that as a member of the FPA of MN, you have access to benefits through the National Financial Planning Asso...
05/25/2026

Did you know that as a member of the FPA of MN, you have access to benefits through the National Financial Planning Association?

Access tools such as the Journal of Financial Planning here: https://zurl.co/BvhHG

Registration for the 2026 ASCEND Conference is OPEN!Connect with others, learn new insights, and ASCEND your career in 2...
05/22/2026

Registration for the 2026 ASCEND Conference is OPEN!

Connect with others, learn new insights, and ASCEND your career in 2026 and beyond with the Financial Planning Association of Minnesota.

🗓️ October 2-21,2026
📍 Saint Paul RiverCentre, St. Paul, MN

Learn more and secure your registration HERE: https://zurl.co/d4FUb

The FPA of MN May Chapter Event is tomorrow! From Design to Ex*****on: A Multidisciplinary Deep Dive into High-Impact Ch...
05/18/2026

The FPA of MN May Chapter Event is tomorrow! From Design to Ex*****on: A Multidisciplinary Deep Dive into High-Impact Charitable Remainder Trusts - explore how CRTs are being structured and implemented in today’s planning environment.

This event is co-hosted with the Minnesota Gift Planning Association, the Twin Cities Estate Planning Council, and the EPI Twin Cities Chapter and will take place at the Town and Country Club in St. Paul.
🔗 https://zurl.co/Imxaz

Save the date for the 2026 ASCEND Conference! 📅 October 20-21, 2026📍Saint Paul RiverCentre | St. Paul, MNRegistration wi...
05/15/2026

Save the date for the 2026 ASCEND Conference!

📅 October 20-21, 2026
📍Saint Paul RiverCentre | St. Paul, MN

Registration will be available soon.
https://zurl.co/NbSI8

Get ready for the next FPA of Minnesota Happy Hour: Bold omen, Bold Brews! We're heading to the first women-owned microb...
05/13/2026

Get ready for the next FPA of Minnesota Happy Hour: Bold omen, Bold Brews! We're heading to the first women-owned microbrewery in Minnesota for a casual happy hour, bringing together professionals from across the financial planning community.

• June 2, 2026
• Urban Growler Brewing Company | St. Paul, MN

Register for the happy hour here: https://zurl.co/lzSWO

Register to join us for the FPA of MN May Chapter Event: Charitable Remainder Trusts, co-hosted with Minnesota Gift Plan...
05/11/2026

Register to join us for the FPA of MN May Chapter Event: Charitable Remainder Trusts, co-hosted with Minnesota Gift Planning Association, Twin Cities Estate Planning Council, and EPI Twin Cities Chapter.

Hear from our speaker Kyle Wesely of Wesely & Wesely CPAs, and additional complementary perspectives from Eric Munkeby, Chris Kradle, and Luther Ranheim.

📅 Tuesday, May 19, 2026
📍 Town and Country Club | St. Paul, MN
➡ https://zurl.co/hQIIL

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

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