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News from FPA of Michigan

Your Partner in Planning

September 14, 2023

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Please take a few minutes to read below to learn about:

√ FPA of Michigan Annual Symposium on October 12th and 13th

√ FPA of Michigan Student Success Golf Outing

√ FPA of Michigan 2023 Talent Connection

√ More Upcoming Events

√ Introducing FPA Benefit

√ FPA of Michigan Partners

FPA of Michigan 2023 Annual Symposium

October 12th & 13th

L.V. Eberhard Center in Downtown Grand Rapids

Have you signed up for the FPA of Michigan Annual Symposium taking place in downtown Grand Rapids on October 12th and 13th? Don't miss out! It's worth noting that Ed Slott will be delivering a session titled "Rethinking Retirement Tax Planning for 2023 and Beyond." When you attend the Symposium, you'll also receive Ed's priceless 3-Year Plan to Capitalize on Inflation & Taxes, complete with an extensive 82-page handout.

In addition to Ed Slott, we have many other note-worthy speakers and sessions. To view the agenda in its entirety, click here. This year's event offers sessions that cater to your goals, expertise, and experience level, giving you a comprehensive understanding of current trends and professional development. You'll have the chance to hear from industry-leading keynote and breakout speakers and participate in networking opportunities, fostering knowledge sharing and collaboration to enhance your professional network. By attending, you'll leave with practical strategies, insights, and guidance on how to advance your financial planning career.

Don't miss the chance to learn from and collaborate with top industry leaders. Join us for two days of professional development and networking.

AGENDA

AND SPEAKERS

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REGISTRATION AND PRICING

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LOCATION

AND LODGING

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We want to express our gratitude to both the sponsors and golfers who took part in the 3rd Annual Student Success Golf Outing at Forest Akers Golf Course at MSU, hosted by the FPA of Michigan Career Development Committee. Your incredible generosity played a pivotal role in raising over $4,500 for our Student Success Scholarship Program. We appreciate each of you for making this achievement possible!

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For more information or to register for the 2023 FPA of Michigan Talent Connection, click here.

Join us on September 28th! In this special collaboration event, please join the FPA of Michigan and the CFA Society Detroit for an opportunity to mix and mingle with other prominent women leaders in the finance industry. In addition to great conversation and new connections, appetizers, drinks, and a special wine tasting activity are all on the agenda.

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Join us on November 1st! 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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WESTERN MICHIGAN ESTATE PLANNING COUNCIL

The West Michigan Estate Planning Council has extended an invitation for FPA Members to attend "Back to Basics - Core Estate Planning" on Tuesday, September 26th from 4:00 pm to 6:00 pm at the University Club in Grand Rapids. For more information or to register, click here.

FPA Home > Press Room > FPA Releases and Announcements

TIFIN Wealth and FPA Partner To Expand Access To Personalized Investment Platform for Financial Planners

BOULDER & NEW YORK, Sept 13, 2023 – TIFIN Wealth, the AI Engine for Organic Growth, is thrilled to announce a significant step forward in supporting the growth of independent financial planners in partnership with the Financial Planning Association^® (FPA^®). TIFIN Wealth is extending access to its personalized investment platform at no cost for FPA members who manage under $100M in AUM.

This member benefit aims to empower financial planners in the FPA community with cutting-edge tools and resources to better serve their clients while making innovative investment technology more accessible. The partnership underscores TIFIN Wealth’s commitment to democratizing access to advanced financial technology. By eliminating the financial barrier, TIFIN Wealth opens doors for a wider range of planners to leverage capabilities proven to enhance client experiences and elevate investment strategies.

FPA Members will gain access to a full suite of tools that enable them to assess risk, develop micro-plans, and match clients and prospects to investment strategies that align with their unique financial goals. This powerful personalized investment platform improves client outcomes and amplifies the efficiency and effectiveness of financial planning practices. Read More >

Thank you to our Partners!

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FPA of Michigan

Email: info@fpami.com | Phone: 248-330-7757 | www.fpami.com