News from FPA of Minnesota

Your Partner in Planning

March 5, 2024

Exciting Updates to the 2024 Programming Calendar

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.

Networking Social - Wabasha Street Caves

March 20, 2024 | 4:30 p.m. - 6:30 p.m.

Come and join us on March 20th for a networking social at the renowned Historic Wabasha Street Caves! Explore the only fully restored relic from the Gangster Era. Take a captivating historic tour through the extensive caves, originally carved into the hillside during the 1800s for mining purposes. Witness its transformation over time, from a mushroom farm to a bustling Restaurant Casino and notorious hotspot for gangsters during the 1930s prohibition era. Dive into the intriguing history as newspapers recount an unsolved gangland murder within the casino premises. Our knowledgeable tour guides will even point out the remnants of bullet holes, sparking tales of the cave's potential haunting by the restless spirits of those mobsters whose bodies were never recovered.

Thank you to our Networking Event Host,

NexGen Casual Coffee

March 7, 2024 | 8:00 a.m. - 9:00 a.m.

FPA of MN NexGen will be hosting an In-Person Casual Coffee Social at Five Watt Coffee in Uptown. No registration required. Cost is free. Just a casual way for NexGen FPAMN members to meet up at a local coffee shop, have a cup of coffee together, and get to know each other.

FPA of MN Mentorship Pilot Program Has Launched

We are thrilled to announce the launch of the 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.

Upcoming Financial Education Opportunities

The FPA of MN Financial Education committee has a couple of volunteer opportunities coming up to share personal finance principles with Junior Achievement and Urban Ventures communities. If you are interested and would like additional information, please contact Jason Kley at jason.kley@carlsoncap.com.

DE&I Committee Update

March marks Women's History Month, a time to not only celebrate the remarkable achievements of women throughout history but also to reflect on the present landscape and shape the future of women in wealth management. While strides have been made towards gender equality, this 2023 State of Women in Wealth Management report by Carson Group shows that not much has changed over the years. Women still encounter challenges such as discrimination, inadequate sponsorship, and a disproportionate share of caregiving responsibilities within their households.

Here are some actionable steps we can take to empower women in finance to ensure that the future of wealth management is one where all voices are heard and all talents are recognized, regardless of gender.

Become an Ambassador: Join the Women’s Leadership Alliance as an ambassador and become part of a diverse community committed to empowering women in the financial advising profession through advocacy, engagement, and collaborative thought leadership.
Learn Together: Register here to join the FPA on Thursday, March 14, 2024, at 11:00 am for their March DEI Learning Series - “Women in the Lead: Navigating the Financial Landscape as Female Financial Advisors”.
Build a Community: Join the FPA of Minnesota in supporting women in wealth management! We will be hosting events for meaningful conversations and connections. Stay tuned for upcoming gatherings!

Coming to an Inbox Near You

Within the next couple of weeks, you will start seeing a weekly events email pop up in your inbox. We know there are a lot of changes taking place this year and we want to make sure that you don’t miss a thing.

The email will provide direct links to registration and additional details on all our upcoming events.

Be sure to keep an eye out!