In 2025, we will continue our monthly Lunch & Learn webinar series. More information on each will be posted below as details are finalized. Check back soon for what we have planned for 2025!
FPA of Michigan Education Committee:
Kelsey Arvai, MBA, CFP®, Chair
Beth Zilka
Brad Gill, CFP®
Jeff Nauta, CFP®, CFA
Jennie Spurlock, CFP®
FPA MI | NexGen Meet-Up: Guest Speaker Taylor Schulte
Wednesday, March 12th | 6:00 pm to 7:30 pm | Virtual through Zoom
Mark your calendars for our upcoming virtual meeting with special guest Taylor Schulte, CFP®. Taylor is a financial advisor, Founder of Define Financial, and much more! Join our conversation to learn how to increase value for your clients, grow your practice and become a better financial advisor. This event - and our NexGen Community - is perfect for financial planning professionals who are new to the game (10ish years or less), including students in the field.
Learn More
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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
Join BlackRock's Anna Nerys to discuss the predominant cryptoassets and the future of this industry. We’ll discuss what it is, how it fits into a portfolio, and why your clients are asking about it.
Learn More
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FPA MI | Networking Happy Hour
Wednesday, April 2nd | 5:30 pm to 7:30 pm | Vinology in Ann Arbor, MI
Join us for a sommelier-led wine tasting with food pairings, as you mix and mingle with fellow FPA members in the enchanting Bubble Room at Vinology Restaurant in Ann Arbor.
Learn More
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FPA MI | 2025 Annual Symposium - Save the date!
October 9th and 10th | L.V. Eberhard Center in Grand Rapids
Check back soon for more information!
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PAST EVENTS
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