We hope you will join us at an upcoming event!

FPA of Michigan Education Committee:
Beth Zilka, Chair
Kelsey Arvia
Holly Gallagher
Brad Gill
Jeff Nauta
Jennie Spurlock

FPA MI | Education Webinar
How SECURE 2.0 Impacts Clients

Tuesday, January 31st | 9:30 am to 10:30 am | Virtual

Please note this presentation was recorded. If you would like to receive a copy of the recording and the power point slides, please click here. NO CFP CE'S WILL BE OFFERED FOR VIEWING THE RECORDING.  Please note there is a fee for the recording:

FPA Members:  $49
Non FPA Members:  $99


Learn More about the presentation 

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

The purpose of this complimentary event is to bring together aspiring financial planning students across the country to network and broaden their knowledge about a career in financial planning. The Summit provides an opportunity for students to learn from thought leaders in the financial planning profession. The virtual event will offer sessions focused on topics outside of the traditional classroom topics. Speakers include . . . Michael Kitces, Colin Overweg, Justin Castelli, Tyrone Ross, Dr. Megan McCoy, Ian Bloom, David Frank, Brett Danko, Hannah Moore, Cody Garrett and Luis Rosa!
Learn More

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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

Learn More

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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

Learn More

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FPA MI | Lunch & Learn Kalamazoo
Economic Update by Dr. C. James Hueng | Professor of Economics at WMU
Thursday, February 16th | 11:30 am to 1:00 pm | Dean's Conference Room at WMU

Learn More

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FPA MI | Professional Roundtable & Case Study
Wednesday, February 22nd | 8:30 am to 10:00 am | 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 | NexGen Happy Hour Meet-Up
Thursday, March 16th | 6:00 pm to 8:00 pm | Virtual
Guest Speaker:  TBA

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

Learn More
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PAST EVENTS

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