Upcoming Events - You're Invited!
FPA MI | Student Success Summit 2026
Friday, February 6th | 9:00 am to 3:15 pm | Virtual through Zoom
Join us for our 6th Annual Student Success Summit! Climb Together as we inspire and equip the next generation of financial planners!
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FPA MI | First Sip into FPA - New Member Orientation
Thursday, February 12th | 9:30 am to 10:30 am | Virtual through Zoom
For any new members who joined our chapter in the last six months, or who wasn't able to attend either of our orientations in 2025, attending this event is an excellent way to kickstart your membership with the FPA of Michigan, gain valuable insights, and begin building meaningful connections within the financial planning community.
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FPA MI | Lunch & Learn Webinar: Embracing Longevity Preparedness and the Impacts of Aging
Thursday, February 12th | 12:00 pm to 1:00 pm | Virtual through Zoom
In collaboration with the MIT AgeLab, John Hancock developed the first-of-its-kind Longevity Preparedness Index, establishing a new benchmark for U.S. adults’ readiness to live well in later life. This webinar explores the shift from traditional financial security to holistic longevity planning, evolving aging demographics, and changing client expectations. Learn how addressing multiple domains of longevity can help older adults thrive and enable advisors to build deeper relationships through more meaningful, comprehensive planning conversations. (Sponsored by CPI Insurance Partners)
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FPA MI | Motor City Connections: Networking Night at the Pistons
Wednesday, February 25th | 5:30 pm | Little Caesar's Arena, Detroit
Deee-troit Basketball! Join us and our sponsors for a night out at Little Caesar's Arena in Detroit for the exciting Pistons vs. OKC Thunder game. Arrive at 5:30 p.m. for a hosted cocktail reception. Then at 7:00 p.m. head up to the North End Club where you can continue to mingle and watch the game!
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FPA MI | NexGen Happy Hour with Kyle Kuyat, CFP®
Wednesday, March 11th | 6:00 pm to 7:30 pm | Virtual through Zoom
Join FPA NexGen for a virtual happy hour with Kyle Kuyat, CFP®, Co-Founder at Defining Wealth Partners. Kyle will share perspectives from building an independent advisory practice, including his approach to online marketing, planning fees, and growing a firm in today’s planning landscape - including what’s worked, what he’d do differently, and lessons learned along the way. Make sure to register via the link and bring your questions!
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Special Event: Central Michigan University Financial Planning Invitational 2026
Friday, April 24th | 8:30 am to 5:00 pm | CMU College of Business Administration | Mount Pleasant, MI
Hosted by CMU's Financial Planning Association, this one day event brings together undergraduate financial planning students from universities across Michigan to compete in a real world case study challenge. Financial advisors are invited to attend for a day filled with networking, professional growth, and community. Enjoy breakfast and lunch with peers, sit in on student presentations, and experience the future of financial planning in action. Sponsorships are available, and include the opportunity to take part in the career fair portion of the event. Click here to register.
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2026 PAST EVENTS
FPA MI | NexGen Social Happy Hour
Wednesday, January 21st | 6:00 pm to 7:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: Will Current Trends Persist or Cease to Exist in ’26?
Thursday, January 8th | 12:00 pm to 1:00 pm | Virtual through Zoom
Events held in 2025:
FPA MI | Lunch & Learn Webinar: Where Can Indexes - and Factors - Fall Short?
Tuesday, December 9th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | 2025 Annual Symposium
October 9th and 10th | L.V. Eberhard Center in Grand Rapids
FPA MI | Women & Finance Networking Event Co-hosted with CFA Society Detroit
Thursday, September 25th | 5:30 pm to 7:30 pm | Johnny's Speakeasy | Royal Oak, MI
FPA MI | Lunch & Learn Webinar: Markel - Insurance for Investment Advisors
Tuesday, September 23rd | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | First Sip into FPA Virtual New Member Orientation
Monday, September 15th | 9:30 am to 10:30 am | Virtual
FPA MI | 5th Annual Drive for the Future Student Success Scholarship Golf Outing
Friday, September 12th | 9:00 am to 6:00 pm | Forest Akers West @ MSU | East Lansing
FPA MI | Lunch & Learn Webinar
Tales from the Trenches (and Solutions for the Savvy) When estate plans go from paper to practice
Tuesday, September 9th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar
From the Inside Out: Ethics, Fraud, and the Power of Gratitude in Financial Services
Tuesday, August 12th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: Life Happens: Are You and Your Clients Prepared?
Thursday, July 17th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up: Guest Speaker Caleb Silver
Wednesday, July 16th | 6:00 pm to 7:30 pm | Virtual
FPA MI | Networking Event: Historic Walking Tour & Happy Hour
Tuesday, July 15th | 5:00 pm to 8:00 pm | Downtown Detroit
FPA MI | Lunch & Learn Webinar: Picking Winners is a Losing Game - Lessons Learned from Moneyball
Tuesday, June 17th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Women & Finance Networking Event: Growing with the FPA
Thursday, June 12th | 5:30 pm to 7:30 pm | English Gardens in Plymouth
FPA MI | Lunch & Learn Webinar: 2025 Market Trends
Tuesday, June 3rd | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | May Lunch & Learn Webinar: World in Motion: The Economics of Global Affairs
Tuesday, May 13th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: What's Missing in Many Portfolio Allocations? Opportunity in International Equities!
Tuesday, April 29th | Noon to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: Financial Strategies to Pay for College & the Strategic Use of Student Loans
Wednesday, April 9th | 11:45 am to 12:45 pm | Virtual through Zoom
FPA MI | Networking Happy Hour
Wednesday, April 2nd | 5:30 pm to 7:30 pm | Vinology in Ann Arbor, MI
FPA MI | Lunch & Learn Webinar: Forging new paths in 2025: Digital Assets & AI
Thursday, March 13th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up: Guest Speaker Taylor Schulte
Wednesday, March 12th | 6:00 pm to 7:30 pm | Virtual through Zoom
FPA MI | 2025 Virtual Career Week
Monday, February 24th through Friday, February 28th | Virtual
FPA MI | Lunch & Learn Grand Rapids: Economic Outlook 2025
Wednesday, February 19th | 11:30 am to 1:00 pm | CityFlats Hotel in downtown Grand Rapids
FPA MI | Lunch & Learn Webinar: Policy and Politics in 2025 - Implications for Investors
Thursday, February 13th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | First Sip Into FPA Virtual Coffee - New Member Orientation
Monday, February 10th | 9:30 am to 10:30 am | Virtual through Zoom
FPA MI | 5th Annual Student Success Summit
Friday, February 7th | 9:00 am to 3:15 pm | Virtual through Zoom
FPA MI | Lunch & Learn Webinar: Update on the U.S. and Michigan Economies
Thursday, January 16th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up: Guest Speaker Lillian Turner
Wednesday, January 15th | 6:00 pm to 7:30 pm | Virtual through Zoom