We hope you will join us at an upcoming event!

FPA MI | 2022 Annual Symposium
September 22nd and 23rd
L.V. Eberhard Center in downtown Grand Rapids
Registration is OPEN!

Learn More

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FPA MI | Professional Roundtable & Case Study
September 28th | 8:30 am to 10:30 am | LIVE
Center for Financial Planning in Southfield

As a financial planning professional, you appreciate and believe that financial planning has the power to improve lives. Have you ever wondered how other caring professionals dispense advice, both technical and behavioral, for their clients’ benefit? If so, we invite you to participate in this interactive case study and round table discussion to share your wisdom as well as to hear from your peers.

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FPA MI | 2022 Talent Connection
October 5th | 4:30 pm to 6:00 pm |Virtual through Zoom

Advisors looking to share their wisdom and grow their team as well as those new to the industry are invited to join us for a group discussion! Join us virtually through Zoom on Wednesday, October 5th from 4:30 pm to 6:00 pm as we bring together financial planning students and employers looking to add new talent to their firm. This informal virtual speed dating session is a great opportunity for students and veteran advisors to get to know each other in a relaxed small group setting.

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FPA MI | NexGen Happy Hour Meet-Up
Thursday, October 20, 2022 | 6:00 pm to 8:00 pm | Virtual

Grab your favorite beverage and join us at our October Happy Hour Meet-Up as we learn from one another and build new friendships!  NexGen Happy Hour/Meet Up is open to all financial planning and allied professionals who are "new to their career". We welcome and encourage financial planning students to join us as well! *If you can't join us for the whole time, that's okay . . . jump on/off when you can!

Register Here

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FPA of Michigan Women & Finance Knowledge Circle Event
An Open Q & A on Zoom features and More!

Wednesday, November 9th | 12:00 pm to 1:00 pm | Virtual

Zoom is here to stay:  Interact and engage using Zoom!  Although it is a regular part of how we connect with one another today, it remains challenging to get people to interact and stay engaged! Tools like chat can be distracting, screen sharing can be complicated, and why would someone want to bother using the annotation tools? Let’s explore engagement techniques you can use immediately, while at the same time building your skills with Zoom. 
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PAST EVENTS

FPA MI | Significant New FAFSA and Financial Aide Changes
September 13th | 12:00 pm to 1:00 pm EST | Virtual through Zoom
Presented by Heidi King of College Inside Track

FPA MI | 2nd Annual Student Success Scholarship Golf Outing
Friday, August 26, 2022 | 8:00 am to 2:00 pm
Forest Akers Golf Course at MSU

FPA MI Partner Event
Market Volatility - Responding to the Market's Ups and Downs

Thursday, August 25, 2022 | 12:00 pm to 1:00 pm EST | Virtual

FPA MI | Traverse City Happy Hour
Wednesday, August 17, 2022 | 5:00 pm to 7:00 pm | Live
Brengman Brothers at Crain Hill Vineyard

FPA MI Partner Event
Reverse Mortgages: How to Leverage Home Equity for a More Secure Retirement

Wednesday, August 17, 2022 | 12:00 pm to 1:00 pm EST | Virtual

FPA MI | NexGen Happy Hour Meet-Up
Wednesday, August 10, 2022 | 6:00 pm to 8:00 pm | Virtual

FPA MI | Women & Finance Knowledge Circle Event
How to Survive a Golf Scramble with dignity, poise and professionalism!

Wednesday, June 29, 2022 | 8:00 am to 2:00 pm | Birmingham Country Club

FPA MI | Ethics
Presented by Dan Candura, CFP BOARD EMERITUS ™️
Thursday, June 16th | 12:00 pm to 3:30 pm | VIRTUAL

FPA MI | NexGen Virtual Happy Hour
Wednesday, June 15, 2022 | 6:00 pm EST to 8:00 pm EST | VIRTUAL

FPA MI | Professional Roundtable & Case Study
Thursday, June 9th | 8:30 am to 10:30 am | LIVE
Center for Financial Planning in Southfield

FPA MI | Advocacy Day
Wednesday, May 25, 2022 | 8:30 am to 1:30 pm | Live
Michigan State Capitol in Lansing

FPA MI | ESG Perspectives with Dimensional Fund Advisors
Presented by John Morrison
Senior Investment Strategist and Vice President in Dimensional's Austin office

Thursday, May 19th | 12:00 pm to 1:00 pm | VIRTUAL
Approved for 1 CFP CE

FPA MI | Women & Finance Knowledge Circle Event
Networking Happy Hour

Thursday, May 12th | 4:00 pm to 7:00 pm | LIVE
Corner Brewery in Ypsilanti

FPA MI | Estate Planning for 2022 and Beyond
Presented by Julius Giarmarco, J.D., LL.M., John Giarmarco, J.D., LL.M, Ryan McNeil, J.D.

Tuesday, May 10th | 12:00 pm to 1:30 pm | VIRTUAL

FPA MI | Real Estate versus Inflation
Brought to you by FPA MI Leading Partner, Ares Management

Wednesday, April 27th | 12:00 pm to 1:00 pm | VIRTUAL

FPA MI | NexGen Virtual Happy Hour
Wednesday, April 13, 2022 | 6:00 pm EST to 8:00 pm EST | VIRTUAL

FPA MI | Women & Finance Knowledge Circle Event
The Psychology of Self-Doubt - A podcast discussion

Wednesday, March 16th | 12:00 pm to 1:00 pm EST | VIRTUAL

FPA MI | NexGen Virtual Happy Hour
Wednesday, February 9, 2022 | 6:00 pm to 8:00 pm | VIRTUAL

FPA MI | Lunch & Learn Grand Rapids
Economic Update presented by Dr. Paul Isely, PhD., MS., BS
Associate Dean for Undergraduate Program in the Seidman College of Business at GVSU

Thursday, March 24, 2022 | 11:30 am to 1:00 pm | CityFlats Hotel Grand Rapids

FPA MI | 2022 Student Success Summit
Friday, February 4, 2022 | 9:00 am EST to 4:00 pm EST | VIRTUAL

FPA MI | Women & Finance Knowledge Circle Event
HELP! I'm Out of Control Before my First Cup of Coffee

Thursday, January 27th | 12:00 pm to 1:30 pm EST | VIRTUAL

FPA MI | NexGen Happy Hour
Wednesday, December 8, 2021

6:00 pm to 8:00 pm | VIRTUAL

FPA MI | Women & Finance Knowledge Circle Book Club
Tuesday, November 9, 2021

12:00 pm to 1:00 pm | VIRTUAL

FPA MI | Northern Trust presents "ESG 101 and Bourbon"
Thursday, October 28, 2021

4:00 pm to 5:30 pm | VIRTUAL

FPA MI | Fall Symposium
Tuesday, October 19th 

8:00 am to 12:30 pm | VIRTUAL

FPA MI | Leverage Vanguard's Advisors Alpha to grow your business with the next generation
Thursday, October 14, 2021

10:30 am to 12:00 pm | VIRTUAL

FPA MI | NexGen Happy Hour
Wednesday, October 13, 2021

6:00 pm to 8:00 pm | VIRTUAL

FPA MI | Talent Connection
Wednesday, October 6, 2021

4:30 pm to 6:00 pm | VIRTUAL

FPA MI | Grand Rapids Lunch & Learn
Wealth Management:  Why Insurance Matters
Tuesday, September 28, 2021

11:30 pm to 1:00 pm | LIVE
PLEASE NOTE: The September 28th Grand Rapids Lunch & Learn event has been cancelled - Look for this presentation to be offered virtually in the coming months!

FPA MI | Why and How to Have the Medicare Conversations with Your Clients
Wednesday, September 29, 2021

12:00 pm to 1:00 pm | VIRTUAL

FPA MI | Women & Finance Knowledge Circle Event
Wednesday September 15, 2021

11:30 am to 1:00 pm | VIRTUAL

FPA of Michigan 1st Annual Student Success Scholarship Golf Outing
Friday, September 10, 2021

12:00 pm to 5:30 pm

FPA MI | Advanced Buy-Sell Planning
Tuesday, August 31, 2021

12:00 pm to 1:00 pm | Virtual

FPA MI | Summer Symposium
Wednesday, August 18, 2021

8:00 am to 12:30 pm | Virtual

FPA MI | Grand Rapids Lunch & Learn
Thursday, July 29, 2021

12:00 pm to 1:00 pm | LIVE
CityFlats Hotel in Grand Rapids

FPA MI | Women & Finance Knowledge Circle Event
Tuesday, July 27, 2021

12:00 pm to 1:00 pm | VIRTUAL

FPA MI | NexGen Happy Hour
Wednesday, July 14th

6:00 pm to 8:00 pm | VIRTUAL

FPA MI | Women & Finance Knowledge Circle Book Club
Wednesday, June 23rd

12:00 pm to 1:00 pm | VIRTUAL

FPA MI | Partners in Planning with Vanguard
Wednesday, June 16, 2021
10:30 am to 12:00 pm

FPA MI | Women & Finance Knowledge Circle Book Club
Wednesday, June 9, 2021

12:00 pm to 1:00 pm

FPA MI Spring Symposium
Tuesday, May 18, 2021
8:00 am to 12:30 pm