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.
Speakers Include: Colin Overweg, CFP®, Justin Castelli, CFP®, Dr. Megan McCoy, Ph.D., LMTF, AFC®, CFT-I, Ian Bloom, CFP®, RLP®, Hannah Moore, CFP®, Brett Danko, CFP®, and your host Stephanie Trexler, MS, CFP®. Check back soon for additional speakers!
Agenda: Check back soon for session times and descriptions.
Scholarship Opportunity: 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. Advance 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.
