News from FPA of Michigan

Your Partner in Planning

August 23, 2023

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

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

√ FPA of Michigan Student Success Golf Outing on September 8th

√ More Upcoming Events

√ Join OU's Online Certified Financial Planner Executive Program Today

√ FPA of Michigan Partners

Join us on October 12th and 13th as we head back to the L.V. Eberhard Center in downtown Grand Rapids for the FPA of Michigan 2023 Annual Symposium. 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 numerous 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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On September 8th, the FPA of Michigan Career Development Committee will be hosting their 3rd Annual Student Success Golf Outing at Forest Akers Golf Course in East Lansing. Forest Akers Golf Courses are recognized as two of the best public golf courses in the state of Michigan and home to the Big Ten champion Michigan State University Men’s and Women’s Golf Team.

Participating in the golf outing offers more than just a chance to escape the office for a round of golf and connect with colleagues. It serves a dual purpose by contributing to the FPA of Michigan Student Scholarship Program's fundraising efforts. Over the course of our scholarship program's existence, we have already awarded scholarships totaling an impressive sum of over $18,000 to deserving students. And it's worth noting that we extend invitations to financial planning students from several universities, potentially offering you the chance to identify your next valuable addition to the team.

Should you be unable to attend this year's event, you might want to explore the possibility of becoming a sponsor. We offer various sponsorship opportunities, including the option to sponsor a student's participation in the golf event. To learn more about the specifics of our sponsorship packages, please click here. If you're ready to proceed with registering to golf or sponsorship, click here to secure your spot.

For more event details, see below. If you have questions, you can contact Mary at [email protected] or 248.330.7757.

We hope you consider joining us this year!

More FPA of Michigan Upcoming Events!

Join us on August 30th for “Welcome to the New Old Frontier: Harnessing the Power of Private Markets” with Carlin Calcaterra, co-head of Ares' Financial Advisor Solutions Team presents. Carlin will discuss private markets: their growth, expanded accessibility for financial advisors, and role in a broad portion. This presentation will deliver a history and overview of the three major private market asset classes, new structures in which they are available, why and how they're used, the potential benefits of including each in portfolios and considerations for portfolio construction.

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Come and join us at our virtual NexGen Meet-Up on September 14! We will have the opportunity to learn from each other, forge new friendships, and exchange knowledge. The NexGen Meet-Up is tailored for financial planning and allied professionals who are in the early stages of their careers (10ish years or less), including students in the field. If you're unable to stay for the entire duration, feel free to join and leave as your schedule permits.

Join us on September 21st at Hotel Indigo for breakfast and a joint education event with Carrico Maldegen Insurance and Chubb: Solving the Puzzle: Easily Integrate Insurance into Your Financial Planning Process and Market Trends.

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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 OU's Online Certified Financial

Planner Executive Program Today!

Excel in the ever-growing field of finance with Oakland University PACE. Registered with Certified Financial Planner Board of Standards (CFP Board), this program is designed with working professionals in mind. Since 1985, our time-tested, 12-month, accelerated program has prepared financial professionals to pass the CFP® exam the first time.

Earn this in-demand certification in just one year at Oakland University!

Total tuition cost is $5,100. A payment plan is available. *Textbooks are purchased separately

Limited time offer, use discount code OAKLAND10 to receive 10% off! A savings of over $500!

For more information or to register, please log onto https://oakland.edu/pace/business/financial-planning/

Questions? Contact Shar Banks, Program Director, [email protected]