Below you may download copies of the speaker presentations from the FPA of Michigan 2025 Annual Symposium. Please check back as presentations will be linked when they become available during and/or after the event.
Thursday, October 9:
Pre-Conference Session: Concentrated Stock
Presented by First Trust
Pre-Conference Session: 3 Methods to Reach More Ideal Clients
Presented by Rob Hughes of Hughes Integrated
Pre-Conference Session: Benefits of Using Annuities in Trusts
Presented by Prudential
Beyond Bias: Exploring the Human Experience of Money
Presented by Brian Portnoy
The Marketing Playbook: Proven Strategies for Financial Advisors
Presented by Rob Hughes of Hughes Integrated
4 Strategies for a Smarter College Search
Presented by Heidi King of College Inside Track
Metrics That Matter Most – Dimensional Fund Advisors
Presented by Mark Colaço
Don’t Let The Sun Go Down (on Certain Tax Provisions): An Overview of 2025 Tax Reform
Presented by Griffin Bridgers
Friday, October 10:
Pre-Conference Session: Compensation Structure
Presented by Mark Colaço of Dimensional Fund Advisors
Pre-Conference Session: Closing the Protection Gap
Presented by Derek Archey of CPI Insurance Partners
The Strategic Growth Blueprint
Presented by Jason Westover
Planning Risks and Solutions for Today’s Business Owners
Presented by Derek Archey and John Snider
Today’s Reverse Mortgage: Are Older Homeowners Sitting on a Gold Mine?
Presented by Allen Chao of Longbridge Financial, LLC
The Power of the Fork
Presented by Michelle Norris
Additional Nutritional Resources and Recipes
from Michelle Norris
Future-Proofing Your RIA: An AI & Automation Playbook
Presented by Ben Olsen
