Exhibitors
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 SouthSuite 213
Minneapolis, MN
55416
United States
Website
http://www.fpamn.orgContact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
108072Approved Delivery Method:
- Group Live
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Field of Study:
- Business Management and Organization
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- Group Live
Location:
- MN
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Investing with Purpose: Deepening Charitable Conversations with Clients
21-Jan-2025 The Financial Planning Association of MinnesotaField of Study:
- Management Services
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Charitable Remainder Trusts: The Pros, the Cons, and Next Steps in Funding One
21-Jan-2025 The Financial Planning Association of MinnesotaField of Study:
- Management Services
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Real Estate changes after lawsuit against National Association of Realtors
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Business Law
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
-
The Four Phases of Retirement: Beyond Dollars and Cents
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Management Services
- Personal Development
- Taxes
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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CFP Ethics: A practical Application of CFP Board’s Code and Standards
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Accounting
- Behavioral Ethics
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Stand Out & Own The Room Every Time You Speak
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Communications and Marketing
Description:
"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- ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Unretirement: How Older Americans are Transforming the World of Work and Retirement to Embrace the Good Life
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Management Services
- Personal Development
Description:
"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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Get to the “YES!” Quicker: How to Increase Trust, Connection, & Likeability in 3 Minutes or Less
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Communications and Marketing
Description:
"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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Potluck Planning: A Smorgasbord of Income, Estate and Other Tax Planning Considerations
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Business Law
- Taxes
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Indexing is a Series of Active Decisions
23-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Economics
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Behavioral Ethics
- Finance
Description:
"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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Navigating AI in Content Creation: Understanding the Powers and Perils of AI in Digital Marketing
22-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Communications and Marketing
- Information Technology
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Management Services
- Taxes
Description:
This presentation will help lift the fog on all those looming questions you & your clients have surrounding Medicare.Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Business Management and Organization
- Information Technology
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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How AI will Transform Wealth Management and Ways You Can Use It To Future Proof Yourself
22-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Business Management and Organization
- Management Services
Description:
"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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Management Services
- Taxes
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Behavioral Ethics
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Tax Efficient Withdrawal Strategies in Retirement
22-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Hot Topics in Wealth Transfer Litigation
22-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Business Law
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Major Changes to College Search for 2024
22-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Finance
- Specialized Knowledge
- Taxes
Description:
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 ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
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Scaling Advice: From Financial Advisor to Financial Advicer
22-Oct-2024 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MN
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Becoming the Preeminent Financial Influencer in Your Clients’ Lives
16-Jul-2024 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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' ...Program Level:
IntroductoryDelivery Method:
- Group Live
Location:
- MN
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Timely Market Insights - The Current State Of Value
16-Jul-2024 The Financial Planning Association of MinnesotaField of Study:
- Economics
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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.Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Unpacking Social Security: A Financial Professional's Guide to Addressing Common Social Security Questions
16-May-2024 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
IntroductoryDelivery Method:
- Group Live
Location:
- MN
-
Fidelity The Accidental Economy Continues
23-Apr-2024 The Financial Planning Association of MinnesotaField of Study:
- Economics
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This session will provide an overview of investment themes fro Q2 2024.Program Level:
IntroductoryDelivery Method:
- Group Live
Location:
- MN
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CNL Securities Ins and Outs of Private Equity
23-Apr-2024 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 worksProgram Level:
IntroductoryDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Computer Software and Applications
- Finance
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
IntroductoryDelivery Method:
- Group Live
Location:
- MN
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What's Their Money For? Helping Clients Understand Money's Role in Their Lives
23-Apr-2024 The Financial Planning Association of MinnesotaField of Study:
- Behavioral Ethics
- Finance
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Business Management and Organization
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- Group Live
Location:
- MN
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Geopolitics as a Conceptual Framework to Understand the World and the RANE Geopolitical Forecast for 2024
16-Jan-2024 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World
19-Dec-2023 The Financial Planning Association of MinnesotaField of Study:
- Business Management and Organization
- Personal Development
Description:
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 ...Delivery Method:
- Group Live
Location:
- MN
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Understanding SECURE Act 2.0 and Other Top Tax Planning Topics
21-Nov-2023 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Behavioral Ethics
- Business Management and Organization
- Communications and Marketing
- Economics
- Finance
- Personal Development
- Regulatory Ethics
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Is 60/40 Dead? The Past, Present & Future of Asset Allocation
19-Sep-2023 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Music, Movies and Planning: Working with International Entertainers
20-Jun-2023 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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, ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Financial Dignity: How to have a meaning financial planning conversation with anyone
20-Jun-2023 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Riding the Wave of IRA Giving: Tips from the Pros (from a panel of tax, Gift planning, Development, legal and financial professionals)
16-May-2023 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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IRA Giving: The Next Big Wave of Philanthropy
16-May-2023 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Current Business Conditions & Challenges in the Minnesota Economy, & the Role of Labor Force in Future Economic Growth
18-Apr-2023 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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Do Factors that Foster Client Trust and Commitment Evolve Over Time?
21-Mar-2023 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Financial Planning Conversations in Challenging and Changing Times
21-Mar-2023 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Growth Through Acquisitions & Succession Planning Panel
17-Jan-2023 The Financial Planning Association of MinnesotaField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: The benefits for the financial professionals are clear as well, beyond simply retaining clients. Senior Financial Professionals benefit through delegation, being able to focu ...Program Level:
OverviewDelivery Method:
- Group Live
-
The Financial Continuum - Supporting Client Behavior Change
20-Dec-2022 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this session we will explore the Continuum of Financial Wellbeing and how financial planners can collaborate, refer or build the skills necessary to support clients' behavior change. During the ses ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Keeping Up with the Code: 2022 Federal Tax Update
15-Nov-2022 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a financial advisor is keeping up with all of the changes in tax legislation ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Accounting
- Behavioral Ethics
- Business Management and Organization
- Communications and Marketing
- Economics
- Finance
- Personal Development
- Regulatory Ethics
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
Upping Your Question Game The Great Economic Debate 2022 Building your book of business through inclusion Protecting Fido and Funding Fido's Care Advisor Independence: Evaluating the Pros and Cons of ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Yield Curve Control Versus Other Increasingly Ineffectual Monetary Policy Tools
19-Jul-2022 The Financial Planning Association of MinnesotaField of Study:
- Economics
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Summary: This presentation will evaluate the effectiveness of the yield curve control mechanism for transmitting monetary policy actions to the broader economy by evaluating against the merits and dem ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Macroeconomic Theory and the Current Environment
19-Jul-2022 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Summary: This presentation will evaluate the critical determinants of the power of monetary and fiscal policy. For monetary policy, this hinges on the factors that determine three critical variables, ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
177 Results