FPA of Michigan Education Committee:
Beth Zilka, Chair
Kelsey Arvai
Brad Gill
Jeff Nauta
Jennie Spurlock
Olivia Stacey
FPA MI | 2023 Advocacy Day
Wednesday, June 7th | 8:30 am to 1:30 pm | Michigan State Capitol
YOU are invited (and encouraged) to participate at the FPA of Michigan 2023 Advocacy Day. Take time to make a difference in YOUR profession instead of having the difference be made for you by people who do not know what you do.
Learn More
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FPA MI | Lunch & Learn Grand Rapids
Tuesday, June 15th | 11:30 am to 1:00 pm | CityFlats in Grand Rapids
Join us for lunch and a presentation entitled "Solving the Puzzle: Easily Integrate Insurance into your Financial Planning Process". Rich Carrico of Carrico Maldegen Insurance will clearly explain how insurance supports the financial planning process, address the risks your clients are facing, and provide immediate solutions you can implement to solve the insurance dilemma.
Learn More
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FPA MI | Women & Finance Knowledge Circle Happy Hour
Thursday, June 22nd | 4:00 pm to 7:00 pm | Homes Brewery Campus in Ann Arbor
Being together is long overdue and we can't wait to see you for a fun happy hour event with power networking and beer tasting. Not a beer drinker? No problem, wine and other beverages will be available for purchase. Also, our Event Sponsor, Lauren Metaj of Northern Trust/FlexShares has arranged for a few of our attendees to receive a "complimentary" golf lesson at Traverse Pointe in Saline. Be sure to attend this event to learn how you can be selected!
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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
On November 24, 2020, North American Securities Administration Association (NASAA) members elected to adopt an investment adviser representative (IAR) continuing education requirement (CE) with the goal of ensuring that advisers receive proper and updated training on the securities business relevant to their duties and obligations. In order to meet the demand for the annual IAR CE requirement, several FPA chapters and COMPLY are launching the first annual IAR Continuing Education Workshop.
Over the course of two days, COMPLY’s compliance experts will deliver the 12-credit IAR Continuing Education program virtually to FPA members and non-members.
Register Here
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FPA MI | Lunch & Learn Troy
Thursday, July 13th | 11:30 am to 1:30 pm | Cooper's Hawk Winery & Restaurant in Troy
Please join Carlin Calcaterra, co-head of Ares’ Financial Advisor Solutions Team (FAST), for the next installment of an educational series on private markets: their growth, expanded accessibility for financial advisors, and role in a broader portfolio.
Learn More
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FPA MI | Lunch & Learn Grand Rapids
Wednesday, August 30th | 11:30 am to 1:00 pm | CityFlats Hotel in Grand Rapids
Please join Carlin Calcaterra, co-head of Ares’ Financial Advisor Solutions Team (FAST), for the next installment of an educational series on private markets: their growth, expanded accessibility for financial advisors, and role in a broader portfolio.
Learn More
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FPA MI | Breakfast & Learn Traverse City
Thursday, August 31st | 8:30 am to 10:00 am | Hotel Indigo in Traverse City
Please join Carlin Calcaterra, co-head of Ares’ Financial Advisor Solutions Team (FAST), for the next installment of an educational series on private markets: their growth, expanded accessibility for financial advisors, and role in a broader portfolio.
Learn More
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FPA MI | 3rd Annual Student Success Scholarship Golf Outing
Friday, September 8th | 8:00 am to 1:00 pm | Forest Akers Golf Course at MSU in East Lansing
Bring your clients and co-workers and enjoy a morning of nine holes of golf at Forest Akers West Golf Course at MSU in East Lansing. Carts, beer and soda will be available on the course. Afterwards, join us for lunch! 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!
Interested in sponsoring the this event? We have several opportunities available.
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FPA MI | Women & Finance Knowledge Circle Event
Thursday, September 28th | 5:00 pm to 7:00 pm | Hazel's in Birmingham
In this special collaboration event, please join the FPA of Michigan and the CFA Society Detroit for an opportunity to mix and mingle with other prominent women leaders in the finance industry. In addition to great conversation and new connections, appetizers, drinks, and a special wine tasting activity are all on the agenda.
Learn More
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FPA MI | Women & Finance Knowledge Circle Event
Thursday, November 9, 2023 | 12:00 pm to 1:00 pm | Virtual
Join us as Margaret Dunlap, Business Development Manager for CoreCap Investments | Core Cap Advisors presents "How to Use Coaching Questions as a Financial Advisor to Gain Rapport with your Clients!"
Learn More
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PAST EVENTS
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
FPA MI | Michigan First-time Homebuyer Savings Accounts
Tuesday, December 6th | 11:30 am to 12:30 pm | Virtual
FPA MI | Lunch & Learn Grand Rapids
2022 End of the Year Tax Update
Monday, December 5th | 11:30 am to 1:00 pm
CityFlats Hotel in downtown Grand Rapids
FPA MI | Take Aways from the 2022 Dimensional Global Advisory Study
Tuesday, November 29th | 1:30 pm to 2:30 pm | Virtual
FPA of Michigan Kalamazoo Happy Hour
Thursday, November 17th | 5:00 pm to 7:00 pm
Bell's Brewery in downtown Kalamazoo
FPA MI | NexGen Happy Hour Meet-Up
Thursday, November 3, 2022 | *6:00 pm to 8:00 pm | Virtual
FPA MI | 2022 Talent Connection
October 19th | 4:30 pm to 6:00 pm | Virtual through Zoom
FPA MI | Professional Roundtable & Case Study
September 28th | 8:30 am to 10:30 am | LIVE
Center for Financial Planning in Southfield
FPA MI | 2022 Annual Symposium
September 22nd and 23rd
L.V. Eberhard Center in downtown Grand Rapids
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