In 2024, we are planning to hold a Lunch & Learn webinar each month. More information on each will be posted below as details are finalized. Check out below what we have planned so far!

FPA of Michigan Education Committee:
Beth Zilka, Chair
Kelsey Arvai, MBA, CFP®
Brad Gill, CFP®
Jeff Nauta, CFP®, CFA
Jennie Spurlock, CFP®

FPA MI | Whiskey Tasting Social Mixer
Wednesday, July 24th | Time:  5:00 pm to 7:00 pm | The Whiskey Factory | Detroit, Michigan

Save the Date . . . We will be hosting a whiskey tasting social mixer at The Whiskey Factory. The details are being finalized and information will be shared soon!

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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

Bring your clients and co-workers and enjoy 18 holes of golf at Forest Akers West Golf Course at MSU in East Lansing. Carts, lunch, beer and soda will be available on the course. Afterwards, join us for dinner! All income from this event will be allocated to future financial planners through the FPA of Michigan scholarship program. Because we invite students to participate at the outing, this is also a great opportunity to meet and network with students entering the profession! 

Learn More
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FPA MI | 2024 Annual Symposium
September 26th and 27th | L.V. Eberhard Center in Grand Rapids

Mark your calendar for this not-to-miss event! Look for more information to be shared soon!
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PAST EVENTS

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


Past events held in 2023:

FPA MI | Lunch & Learn Grand Rapids
Tuesday, December 5th | 11:30 am to 1:00 pm | CityFlats Hotel in downtown Grand Rapids

FPA MI | NexGen Meet-Up
Thursday, November 9, 2023 | 6:00 pm to 8:00 pm | Virtual

FPA MI | Women & Finance Knowledge Circle Event
Thursday, November 9, 2023 | 12:00 pm to 1:00 pm | Virtual

FPA MI | Professional Roundtable & Case Study
Wednesday, November 1, 2023 | 8:30 am to 10:00 am | Live in Southfield

FPA MI | 2023 Annual Fall Symposium
Thursday, October 12th and Friday, October 13, 2023 | Downtown Grand Rapids

FPA MI | 2023 Talent Connection
Tuesday, October 3rd | 4:30 pm to 6:00 pm | Virtual

FPA MI | Women & Finance Knowledge Circle Event
Thursday, September 28th | 5:00 pm to 7:00 pm | Hazel's in Birmingham

FPA MI | NexGen Meet-Up
Thursday, September 14th | 6:00 pm to 8:00 pm | Virtual

FPA MI | 3rd Annual Student Success Scholarship Golf Outing
Friday, September 8th | 8:00 am to 1:00 pm | Forest Akers at MSU in East Lansing

FPA MI | Breakfast & Learn Traverse City - CANCELLED
Thursday, August 31st | 8:30 am to 10:00 am | Hotel Indigo in Traverse City

FPA MI | Lunch & Learn Grand Rapids
Wednesday, August 30th | 11:30 am to 1:00 pm | CityFlats Hotel in Grand Rapids

FPA MI | Kalamazoo Advisors Social Hour
Wednesday, August 23rd | 4:00 pm to 6:00 pm | Bell's Brewery in Kalamazoo

FPA MI | Lunch & Learn Plymouth
Thursday, July 27th | 11:30 am to 1:30 pm | FIVE Steakhouse in Plymouth

FPA MI | Education Event/Happy Hour Grand Rapids
Wednesday, July 26th | 4:00 pm to 6:00 pm | CityFlats Hotel in Grand Rapids

FPA MI | Lunch & Learn Troy
Thursday, July 13th | 11:30 am to 1:30 pm | Cooper's Hawk Winery & Restaurant in Troy

FPA MI | NexGen Meet-Up
Thursday, July 13th | 6:00 pm to 8:00 pm | Virtual

FPA MI | Achieve our 2023 IAR CE requirements with the two-day virtual COMPLY workshop
Tuesday, June 27th and Wednesday, June 28th | 8:45 am to 4:30 pm EST | Virtual

FPA MI | Women & Finance Knowledge Circle Happy Hour
Thursday, June 22nd | 4:00 pm to 7:00 pm | Homes Brewery Campus in Ann Arbor

FPA MI | Lunch & Learn Grand Rapids
Thursday, June 15th | 11:30 am to 1:00 pm | CityFlats in Grand Rapids

FPA MI | 2023 Advocacy Day
Wednesday, June 7th | 8:30 am to 1:30 pm | Michigan State Capitol

FPA MI | Professional Roundtable & Case Study
Wednesday, May 24th | 8:30 am to 10:00 am | Southfield, Michigan

FPA MI | Women & Finance Knowledge Circle Event
Tuesday, May 23rd | 10:00 am to 1:00 pm | Topgolf in Auburn Hills

FPA MI | NexGen Virtual Meet-Up
Wednesday, May 17th | 6:00 pm to 8:00 pm | Virtual

FPA MI | Women & Finance Knowledge Circle's Coffee Café @ Zoom
Wednesday, May 17th | 9:30 am to 10:00 am | Virtual

FPA MI | Kalamazoo FPA Advisors Social Hour
Tuesday, May 16th | 4:00 pm to 6:00 pm | Brick + Brine in downtown Kalamazoo

FPA MI | Welcome to the New Old Frontier
Wednesday, May 3rd | 12:00 pm to 1:00 pm | Virtual

FPA MI | Lunch & Learn Grand Rapids
Wednesday, April 26th |11:30 am to 1:00 pm | CityFlats Hotel 

FPA MI | Women & Finance Knowledge Circle's Coffee Café @ Zoom
Wednesday, April 19th | 9:30 am to 10:00 am | Virtual

FPA MI | Women & Finance Knowledge Circle's Coffee Café @ Zoom
Wednesday, March 15th | 9:30 am to 10:00 am | Virtual

FPA MI | NexGen Virtual Meet-Up
Wednesday, March 15th | 6:00 pm to 8:00 pm | Virtual

FPA MI | Professional Roundtable & Case Study
Wednesday, February 22nd | 8:30 am to 10:00 am | Center for Financial Planning in Southfield

FPA MI | Lunch & Learn Southeast Michigan
Economic Update presented by Martin Lavelle
Wednesday, February 8th | 11:30 am to 1:30 pm | Mitchell's Fish Market in Livonia

FPA MI | Lunch & Learn Grand Rapids
Economic Update presented by Dr. Paul Isely
Tuesday, February 7th | 11:30 am to 1:00 pm | CityFlats downtown Grand Rapids

FPA MI | 2023 Student Success Summit
Friday, February 3rd | 10:00 am to 3:00 pm | Virtual

FPA MI | Education Webinar
How SECURE 2.0 Impacts Clients
Tuesday, January 31st | 9:30 am to 10:30 am | Virtual

FPA MI | Pro Bono Training
Tuesday, January 24th | 12:00 pm to 1:00 pm | Virtual

FPA MI | NexGen Happy Hour Meet-Up
Thursday, January 19th | 6:00 pm to 8:00 pm | Virtual