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 | 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
Join us for lunch and a presentation by Ken Smith of Homestead Realty along with Craig Wolffis and Michael Bartels of Old National Bank who will walk through the current low inventory real estate market, challenges buying a home or second-home, and strategies to get you or your clients’ offers accepted.
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FPA MI | April Webinar
Not All Cyber Insurance Is Created Equal
Tuesday, April 30th | 12:00 pm to 1:00 pm | Virtual through Zoom
Most of us know by now that cyberattacks are a real threat to our financial planning practices. So, what are some cyber claim themes that we should be aware of? Stay at your workstation and experience a virtual presentation to learn more with Rich Carrico, CIC, CAWC, President of Carrico Maldegen Insurance Agency.
Learn More
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FPA MI | Professional Roundtable & Case Study
Wednesday, May 22nd | 8:30 am to 10:00 am | Southfield, Michigan
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 | Women & Finance Knowledge Circle Pickleball Social Mixer
Wednesday, May 22nd | 6:00 pm to 9:00 pm | Ann Arbor, Michigan
Calling all women . . . get ready to serve, volley, and socialize at the FPA of Michigan Women & Finance Knowledge Circle's Pickleball Social Mixer! You're invited to join us for an evening of fun-filled pickleball matches followed by drinks and appetizers!
Learn More
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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
Mark your calendar as it's never too early to think about golfing! Look for more information to be shared soon!
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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 | 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