News from FPA of Michigan

Your Partner in Planning

October 2, 2023

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

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

√ FPA of Michigan 2023 Talent Connection

√ More Upcoming Events

√ Nominations are open for the 2024 FPA of Michigan Board of Directors

√ A note from FPA MI Connecting Partner Credit Union Trust

√ FPA of Michigan Partners



FPA of Michigan 2023 Annual Symposium

October 12th & 13th

L.V. Eberhard Center in Downtown Grand Rapids

REGISTRATION CLOSES ON THURSDAY, OCTOBER 5TH!

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

Learn more

REGISTRATION AND PRICING

Learn more

LOCATION

AND LODGING

Learn more

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

Are you interested in being part of the strategic team that is leading the FPA of Michigan while serving its members? If so, consider submitting your name as a candidate for the FPA of Michigan Board of Directors or recommend a colleague for nomination. If you do recommend a colleague for nomination, please check with them first to make sure they would like to be nominated.

Service on the FPA of Michigan Board of Directors is a three-year commitment that begins January 1, 2024. Contact our Chapter Executive, Mary Medonis, at info@fpami.com to request a board nomination packet. Deadline for 2024 board nominations is Friday, October 27, 2023.

Thank you,

FPA of Michigan Nominating Committee

A note from Jordan Summers,

CEO & President of Credit Union Trust!

We look forward to joining you at the FPA Symposium again this month.

As a reminder, CU Trust is truly a unique trust bank—while you lead the relationship and manage the investments, CU Trust focuses its efforts on providing fiduciary services and administering trusts as a corporate trustee for clients who need it. We also offer personal services like bill paying, and more.



The clients benefit from the added value—and have no need to go to a competitor bank for their trust services, offering increased opportunities for your success and growth.

Interested in learning more? Stop to see us at the FPA Symposium. Or call or email me anytime at 877.730.6109 or info@credituniontrust.com.

We look forward to discussing how we might contribute to the success of your client relationships.

Thank you to our Partners!

Connect With Us



FPA of Michigan

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