Below you may download copies of the speaker presentations from the FPA of Michigan 2025 Annual Symposium. Please check back as presentations will be added when they become available.
Thursday, October 9:
[SAMPLES BELOW]
Pre-Conference Session: Evolving Solutions in Long-Term Care Planning
Presented by Derek Archey, CFP®, ALMI, AALU | President
Comprehensive Planning, Inc.
Pre-Conference Session: The Evolving Relationship with Real Estate
No presentation handouts for this session
Presented by Carlin Calcaterra | Managing Director
Co-Head of Ares' Financial Advisor Solutions Teams
Table Topics
No presentation handouts for this session
Friday, October 10:
[SAMPLES BELOW]
Pre-Conference Session: Unraveling the Market's Political Dance
No presentation handouts for this session
Presented by Dimensional Fund Advisors
Pre-Conference Sessions: Single Stock Gains - AUA to AUM with Option Based Tax Planning
No presentation handouts for this session
Presented by First Trust
The Great Wealth Transfer
Presented by Carlin Calcaterra | Managing Director
Co-Head of Ares' Financial Advisor Solutions Teams
The Soul of Wealth: Where Money Meets Meaning
No presentation handouts for this session
Presented by Dr. Daniel Crosby | Psychologist and Behavioral Finance Expert
Cost Containment Strategies and the Future of Employee Benefits
