Take a few minutes to review all of our
Upcoming Events so you don't miss out!
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Please note that advanced registration is required for our events!
ESG Perspectives with Dimensional Fund Advisors
Thursday, May 19th | VIRTUAL
12:00 pm to 1:00 pm
Approved for 1 CFP CE
John Morrison, Senior Investment Strategist and Vice President in Dimensional's Austin office, provides an overview of the ESG landscape and details Dimensional's extensive expertise investing in these areas. Dimensional Fund Advisors offers value-added sustainability and social investment solutions across regions and asset classes, including global equity and global fixed income markets. Offerings enable clients to customize regional and asset class exposure or build global market allocations while maintaining a consistent ESG approach across a total portfolio.
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Advocacy Day
Wednesday, May 25th | LIVE
8:30 am to 1:30 pm
Michigan State Capitol
YOU are invited (and encouraged) to participate at the FPA of Michigan 2022 Advocacy Day in Lansing on Wednesday, May 25th from 8:30 am to 1:30 pm. Take time to make a difference in YOUR profession instead of having the difference be made for you by people who do not know what you do.
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Professional Roundtable & Case Study
Thursday, June 9th | LIVE
8:30 am to 10:30 am
Center for Financial Planning in Southfield
Have you ever wondered how other caring professionals dispense advice, both technical and behavioral, for their clients’ benefit? If yes, we invite you to join us live for an interactive case study to share your wisdom as well as to hear from your peers.
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NexGen Happy Hour Meet-Up
Wednesday, June 15th | VIRTUAL
6:00 pm to 8:00 pm
Grab your favorite beverage and join us at our June Happy Hour as we learn from one another and build new friendships! NexGen Happy Hour is open to all financial planning and allied professionals who are "new to their career". We welcome and encourage financial planning students to join us as well!
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CFP/Michigan Insurance ETHICS
Thursday, June 16th | VIRTUAL
12:00 pm to 3:30 pm
Satisfy your Ethics Requirements!
Join us for this presentation by Dan Candura, CFP Board Emeritus® of Candura Group, LLC. This presentation will give attendees the opportunity to obtain the required three Michigan Insurance Ethics CE’s and/or the required two CFP CE’s Ethics ALL IN ONE PRESENTATION!
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Women & Finance Knowledge Circle Event
How to survive a Golf Scramble with dignity, poise and professionalism!
Wednesday, June 29, 2022 | LIVE
8:00 am to 2:30 pm
Birmingham Country Club
Calling all women . . . Join us for three hours of PGA professional led training and orientation. Golfers of all levels from absolute beginner to established handicap league players are welcome to attend. We will be breaking into small groups based on ability levels. New golfer with no clubs? No problem, we have you covered!
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2nd Annual Student Success Golf Outing
Friday, August 26th | LIVE
8:00 am to 2:00 pm
Forest Akers Golf Course at MSU
Bring your clients and co-workers and enjoy a morning of nine holes of golf at Forest Akers West Golf Course at MSU in East Lansing. Carts, beer and soda will be available on the course. Afterwards, join us for lunch! All income from this event will be allocated to future financial planners through the FPA of Michigan scholarship program.
Not a golfer, no problem, we also have sponsorships available!
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We can't wait to be back live and in-person!
FPA of Michigan 2022 Annual Symposium
September 22nd and 23rd
L.V. Eberhard Center in downtown Grand Rapids
It has been two long years since we have been able to welcome and gather at the FPA of Michigan Annual Symposium. And after experiencing the societal trials and tribulations of the past couple of years, we owe it to ourselves to reconvene and reconnect with our peers! Over two days, you are invited to hear top speakers, share ideas, examine critical issues and learn how to play a pivotal role in paving the way forward for the profession. It’s an opportunity to rekindle past relationships and forge new ones—all in beautiful downtown Grand Rapids! The realities of what we have faced in recent years will remain with us for years to come, but we will prove our resilience as a community. Click here to view the proposed Agenda!
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As an FPA member, you have a special opportunity to take part in several coaching programs that can help you achieve a higher level of business success. As the official coaching partner of FPA, Carson Coaching is one of the premier names in business and leadership coaching in the financial services industry.
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As an FPA member you can access the FPA Marketplace. Powered by the Chalice Network®, the FPA Marketplace is your single source of savings on the products and services you need as a financial planning professional, including marketing, fintech, education, compliance, insurance, and more.
But your savings don’t stop there because the FPA Marketplace also gives you access to BenefitHub, which offers you potentially thousands of dollars in savings from a wide range of top companies like Verizon, Costco, Geico, Avis, Hertz, Disney, AMC, Gap, and many more. In fact, the savings you can access through the FPA Marketplace more than covers the cost of membership!
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Learn how you can get published! |
The Journal of Financial Planning welcomes article submissions from financial planning professionals as well as academic researchers, thought leaders and subject matter experts who support the financial planning profession. We accept academically rigorous research papers that go through our double-blind peer review process, as well as practice management articles, guest columns, thought leadership pieces, or commentaries that go through our editorial review process.
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Pro Bono Volunteers needed for one-on-one meetings with Legislative Staffers: As a lead in to the FPA of Michigan Advocacy Day (which will be held on Wednesday, May 25th), the FPA of Michigan Pro Bono Committee will be hosting a pro bono event for legislative staffers. During this event, legislative staffers will hear a presentation on a broad overview of a variety of money topics, including budgeting, expense, debt, saving and retirement among other things. At the end of the presentation, staffers will be given the opportunity to sign up for one-on-one virtual meetings with FPA of Michigan volunteers. We are looking for FPA of Michigan members to volunteer to meet with staffers. If you are interested in volunteering to host a one-on-one appointment with a staffer, please click here to complete a short form. Please note, in order to volunteer for this opportunity, you do need to be a CFP® and have completed the FPA Pro Bono Training. Please click here to learn the next steps to becoming a Pro Bono volunteer, including the Pro Bono Training.
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Pro Bono Training and other opportunities through FPA: Please click here to learn more about taking the next step to becoming a Pro Bono Volunteer and the opportunities available through the FPA Pro Bono Program.
Questions?
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FPA of Michigan Give Back Program
The FPA of Michigan Give Back Program supports financial planning students as they seek to enter the profession and launch their careers. Help us by investing in our next generation of talent.
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Connect With Us
FPA of Michigan
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