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