In 2025, we will continue our monthly Lunch & Learn webinar series. More information on each will be posted below as details are finalized.
FPA of Michigan Education Committee:
Kelsey Arvai, MBA, CFP®, Chair
Beth Zilka
Brad Gill, CFP®
Jeff Nauta, CFP®, CFA
Jennie Spurlock, CFP®
FPA MI | Lunch & Learn Webinar: Markel - Insurance for Investment Advisors
Tuesday, September 23rd | 12:00 pm to 1:00 pm | Virtual through Zoom
Markel’s Professional Liability Program is designed specifically for investment advisors, financial planners, and wealth management professionals. Join us and learn more about customizable, bundled insurance solutions to address the full spectrum of risks faced by firms in today’s regulatory environment.
Learn More
__________________________________________
FPA MI | Women & Finance Networking Event Co-hosted with CFA Society Detroit
Thursday, September 25th | 5:30 pm to 7:30 pm | Johnny's Speakeasy | Royal Oak, MI
CFA Society Detroit and FPA of Michigan invite you to an evening of connection and conversation! Reconnect with peers, meet new faces, and expand your network while enjoying wine tasting and delicious appetizers.
Learn More
__________________________________________
FPA MI | 2025 Annual Symposium
October 9th and 10th | L.V. Eberhard Center in Grand Rapids
Don’t miss this milestone event filled with learning, inspiration, and connection. We’re thrilled to return to the L.V. Eberhard Center in downtown Grand Rapids for the 25th Anniversary of our Annual Symposium—two dynamic days designed to elevate your professional practice and expand your network. New this year: Super CE!
Learn More
__________________________________________
After Hours Social with Dimensional
Thursday, October 9th | 6:30 pm | Fratelli's Kitchen and Bar | Grand Rapids
Keep the conversations going! Following the day's activities at the Symposium, join us for a relaxed and casual **After Hours Social**. It’s the perfect chance to unwind, connect with peers, and enjoy a more informal networking atmosphere. Sponsored by Dimensional.
Learn More
__________________________________________
PAST EVENTS
FPA MI | First Sip into FPA Virtual New Member Orientation
Monday, September 15th | 9:30 am to 10:30 am | Virtual
FPA MI | 5th Annual Drive for the Future Student Success Scholarship Golf Outing
Friday, September 12th | 9:00 am to 6:00 pm | Forest Akers West @ MSU | East Lansing
FPA MI | Lunch & Learn Webinar
Tales from the Trenches (and Solutions for the Savvy) When estate plans go from paper to practice
Tuesday, September 9th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar
From the Inside Out: Ethics, Fraud, and the Power of Gratitude in Financial Services
Tuesday, August 12th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: Life Happens: Are You and Your Clients Prepared?
Thursday, July 17th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up: Guest Speaker Caleb Silver
Wednesday, July 16th | 6:00 pm to 7:30 pm | Virtual
FPA MI | Networking Event: Historic Walking Tour & Happy Hour
Tuesday, July 15th | 5:00 pm to 8:00 pm | Downtown Detroit
FPA MI | Lunch & Learn Webinar: Picking Winners is a Losing Game - Lessons Learned from Moneyball
Tuesday, June 17th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Women & Finance Networking Event: Growing with the FPA
Thursday, June 12th | 5:30 pm to 7:30 pm | English Gardens in Plymouth
FPA MI | Lunch & Learn Webinar: 2025 Market Trends
Tuesday, June 3rd | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | May Lunch & Learn Webinar: World in Motion: The Economics of Global Affairs
Tuesday, May 13th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: What's Missing in Many Portfolio Allocations? Opportunity in International Equities!
Tuesday, April 29th | Noon to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: Financial Strategies to Pay for College & the Strategic Use of Student Loans
Wednesday, April 9th | 11:45 am to 12:45 pm | Virtual through Zoom
FPA MI | Networking Happy Hour
Wednesday, April 2nd | 5:30 pm to 7:30 pm | Vinology in Ann Arbor, MI
FPA MI | Lunch & Learn Webinar: Forging new paths in 2025: Digital Assets & AI
Thursday, March 13th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up: Guest Speaker Taylor Schulte
Wednesday, March 12th | 6:00 pm to 7:30 pm | Virtual through Zoom
FPA MI | 2025 Virtual Career Week
Monday, February 24th through Friday, February 28th | Virtual
FPA MI | Lunch & Learn Grand Rapids: Economic Outlook 2025
Wednesday, February 19th | 11:30 am to 1:00 pm | CityFlats Hotel in downtown Grand Rapids
FPA MI | Lunch & Learn Webinar: Policy and Politics in 2025 - Implications for Investors
Thursday, February 13th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | First Sip Into FPA Virtual Coffee - New Member Orientation
Monday, February 10th | 9:30 am to 10:30 am | Virtual through Zoom
FPA MI | 5th Annual Student Success Summit
Friday, February 7th | 9:00 am to 3:15 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: Update on the U.S. and Michigan Economies
Thursday, January 16th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up: Guest Speaker Lillian Turner
Wednesday, January 15th | 6:00 pm to 7:30 pm | Virtual through Zoom
Events held in 2024:
FPA MI | Lunch & Learn Grand Rapids
Tuesday, December 10th | 11:30 am to 1:00 pm | CityFlats in downtown Grand Rapids
FPA MI | NexGen Meet-up: Community Conversation
Wednesday, November 13th | 6:00 pm to 7:30 pm | Virtual through Zoom
FPA MI | Women & Finance Knowledge Circle Event: Paint & Sip Social
Thursday, November 7th | 5:30 pm to 8:00 pm | Painting with a Twist in Ferndale, Michigan
FPA MI | November Webinar
Thursday, November 7th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Individual In-District Meetings with Local Representatives Training
Tuesday, October 29th | 9:30 am to 10:30 am | Virtual through Zoom
FPA MI | Professional Roundtable & Case Study
Wednesday, October 23rd | 8:30 am to 10:00 am | Center for Financial Planning | Southfield
FPA MI | Financial Literacy Training Session
Friday, October 18th | 12:30 pm to 1:30 | Virtual through Zoom
FPA MI | October Networking Happy Hour with 248-Lifeman and EverythingHR
Wednesday, October 16th | 5:00 pm to 7:00 pm | North End Taproom | Royal Oak
FPA MI | October Webinar with Rehmann
Valuation and Succession
Wednesday, October 16th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | 2024 Annual Symposium
September 26th and 27th | L.V. Eberhard Center in Grand Rapids
FPA MI | 4th Annual Student Success Golf Outing
Friday, September 13th | 10:00 am to 6:00 pm | Forest Akers West Course in E. Lansing
FPA MI | NexGen Meet-up
Wednesday, September 11th | 6:00 pm to 7:30 pm | Virtual through Zoom
Kitces IAR Ethics CE Day 2024
Thursday, August 29th | Virtual
FPA MI | Women & Finance Knowledge Circle Event with CFA Society Detroit
Thursday, August 22nd | 5:00 pm to 7:00 pm | The Dow in Birmingham, Michigan
First Sip into FPA: FPA of Michigan's Virtual Coffee New Member Orientation
Wednesday, August 14th | 9:30 am to 10:45 am | Virtual through Zoom
FPA MI | August Webinar
Current Market Trends Affecting High Net-Worth Individuals
Tuesday, August 13th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Whiskey Tasting Social Mixer
Wednesday, July 24th | Time: 5:00 pm to 7:00 pm | The Whiskey Factory | Detroit, Michigan
FPA MI | NexGen Meet-Up
Wednesday, July 17th | 6:00 pm to 7:30 pm | Virtual through Zoom
FPA MI | July Webinar
Understanding the New Dynamics in the Private Investment Landscape
Wednesday, July 17th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | June Webinar
Is Today's Older Homeowner Sitting on a Gold Mine?
Thursday, June 20th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Women & Finance Knowledge Circle Pickleball Social Mixer
Wednesday, May 22nd | 6:00 pm to 9:00 pm | Ann Arbor, Michigan
FPA MI | Professional Roundtable & Case Study
Wednesday, May 22nd | 8:30 am to 10:00 am | Southfield, Michigan
FPA MI | NexGen Meet-Up
Wednesday, May 15th | 6:00 pm to 8:00 pm | Virtual through Zoom
FPA MI | May Webinar
Delegated, Directed and Divided Trustees -- Collaborating to Retain Clients Across Generations
Wednesday, May 15th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | April Webinar
Not All Cyber Insurance Is Created Equal
Tuesday, April 30th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Grand Rapids
What it Takes to Buy a Home (or Second Home) in West Michigan Today
Tuesday, April 23rd | 11:30 am to 1:00 pm | CityFlats Hotel
FPA MI | March Lunch & Learn Webinar
Fraud Prevention/Cybersecurity: Latest Best Practices to Strengthen Your Program
Tuesday, March 19th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up
Thursday, March 14th | 6:00 pm to 8:00 pm | Virtual through Zoom
FPA MI | February Happy Hour
Thursday, February 29th | 5:00 pm to 7:30 pm | Union Rec in Ann Arbor
FPA MI | Lunch & Learn Grand Rapids
Tuesday, February 27th | 11:30 am to 1:00 pm | CityFlats in downtown Grand Rapids
FPA MI | February Lunch & Learn Webinar
Understanding Today's Annuity Market
Tuesday, February 13th | 12:00 pm to 1:00 pm EST | Virtual through Zoom
FPA MI | 4th Annual Student Success Summit
Friday, February 9th | 9:00 am to 3:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up
Thursday, January 18th | 6:00 pm to 8:00 pm | Virtual through Zoom
FPA MI | January Lunch & Learn Webinar
Update on U.S. and Michigan Economies
Thursday, January 11th | 12:00 pm to 1:00 pm | Virtual through Zoom