FPA MI | 2024 Student Success Summit Event Details

February 9. 2024 | 9:00 am to 3:00 pm

IMPORTANT INFORMATION!

Please bookmark this page for the 2024 Student Success Summit as it contains important information about the event and how to participate. If you have any questions or issues with Zoom, please call or text Mary at (248) 330-7757 or email at info@fpami.com. Thank you!

Click here to return to Student Success Summit home page.

Sessions and Zoom Links:

Please note that the Zoom link will be consistent throughout the day with the exception of Emma Cramm and Calvin Wiersma at 12:00 pm, and Hannah Moore at 1:00 pm. See Zoom links below.

9:00 am to 9:30 am (General Session)
     Opening Remarks with Stephanie Trexler
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 999 8763 6506
     Passcode:  FPAMI

9:30 am to 10:00 am (General Session)
     Josh Brown
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 999 8763 6506
     Passcode:  FPAMI

10:00 am to 11:00 am (General Session)
     Colin Overweg/Justin Castelli (Standing Out: Unconventional Strategies for Personal Branding)
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 999 8763 6506
     Passcode:  FPAMI

11:00 am to 12:00 pm (General Session)
     Dr. Megan McCoy/Ian Bloom (Unpacking the Psychology of Financial Planning)
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 999 8763 6506
     Passcode:  FPAMI

 12:00 pm to 1:00 pm (Breakouts)
     Breakout Session 1:  Melissa Walsh/Cody Garret
     (The Launch Point:  When and How to Start Your Firm)
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 999 8763 6506
     Passcode:  FPAMI

     Breakout Session 2:  Emma Cramm/Calvin Wiersma (Entering the World of Established Firms)
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 816 0046 9223
     Passcode:  FPAMI

1:00 pm to 2:00 pm (Breakouts)
     Breakout Session 1:  Hannah Moore (Charting your Financial Planning Career Path)
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 999 8763 6506
     Passcode:  FPAMI

     Breakout Session 2:  Brett Danko (Mastering the CFP Journey)
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 816 0046 9223
     Passcode:  FPAMI

2:00 pm to 3:00 pm (General Session)
     Cathy Curtis (Navigating Financial Success: A Client's Onboarding Journey)
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 999 8763 6506
     Passcode:  FPAMI

3:00 pm (General Session)
     Closing remarks and scholarship give away with Stephanie Trexler
     Click here to Join Zoom
     Join via phone: (646) 931-3860
     Meeting ID: 999 8763 6506
     Passcode:  FPAMI
     

Click here to return to Student Success Summit home page.
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Questions:  Contact Mary at 248.330.7757 or info@fpami.com.