FPA of Michigan
6th Annual Student Success Summit
When: Friday, February 6, 2026
Time: 9:00 am to 3:15 pm (EST)
Where: Virtual on Zoom
Event Overview: Join us for this virtual event designed to connect aspiring financial planning students from across the country. This complimentary summit aims to foster networking and expand students' knowledge about pursuing a career in financial planning.
Event Highlights:
- Engage with Industry Leaders: Learn from seasoned professionals who will share insights into the financial planning process.
- Explore Non-Traditional Topics: Sessions will cover areas not typically addressed in academic settings, providing a comprehensive understanding of the field.
- Networking Opportunities: Connect with peers and experts to build relationships that can support your career growth.
Agenda and Speakers:
9:00 am: Stephanie Trexler CFP®
Welcome to the Financial Planning Profession!
10:00 am: Colin Overweg CFP®
Growing Your Voice in this Profession
11:00 am: Dr. Megan McCoy Ph.D., LMFT, AFC®, CFT-I™
and Ian Bloom, CFP®, RLP®
Behavioral Planning and Client Conversations
12:00 pm: Justin Castelli CFP®
The Advice I Wish I Got - Career Pathways
1:00 pm: Breakout Sessions (2 Options)
Option 1: Kiley Cooper and Adam Jonah
Tech Stack for the Next Generation Planner
Option 2: Brett Danko, CFP®
Mastering the CFP® Journey
2:00 pm: Natalie Taylor CFP®, TPCP®, BFA™
Closing Keynote
3:00 pm: Stephanie Trexler CFP®
Final Thoughts and Scholarship Awards
Scholarship Opportunities:
Danko Education Scholarship: Speaker Brett Danko will be giving away a free CFP Review Course to one 2026 Student Success Summit attendee!
FPA of Michigan Student Success Scholarship: FPA of Michigan is committed to supporting the next generation of financial planners by offering three (3) scholarships of $1,000 each. To be eligible, applicants must be Michigan residents or enrolled in a Michigan university. Applications are due by Friday, January 30, 2026 with winners announced during the closing remarks of the summit.
- Application Deadline: To be considered for a scholarship, please complete and submit an application by Friday, January 30, 2026.
- Scholarship Announcement: The scholarship winners will be announced during the closing remarks of the Student Success Summit on February 6th at 3:00 PM EST.
- Apply for a Scholarship - Application deadline: January 30, 2026.
Registration:
- This complimentary event is open to all students pursuing a career in financial planning. Advanced registration is required.
- For more details and to register, please click here.
- Don't miss this opportunity to gain valuable insights and connect with professionals in the financial planning industry.
Questions? Contact Sarah Caruana at info@fpami.com.
