News & Updates from the FPA of Michigan!
Upcoming Events!

The FPA of Michigan has many events planned in the coming months
- from virtual to live, from networking to Ethics!


For a complete list of our Upcoming Events, click here.

Questions? Contact Mary at info@fpami.com.
Join us in Lansing for the FPA of Michigan Advocacy Day!

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.

What is FPA of Michigan ADVOCACY DAY in Lansing and why is it important for YOU to attend?

  • The day will begin at 8:30 am at the offices of the Small Business Association of Michigan in Lansing where we will join together for a brief meeting and then proceed to the Capitol.
  • At the Capitol, we will meet in small groups with Senators and Representatives where we will discuss three important topics:
  • Financial literacy
  • Discuss the issues regarding the taxation of financial services
  • Help begin to discuss how the title "Financial Advisor" is to be defined in Michigan AND educate our legislators about the Financial Planning Association and the importance of financial planning - so many do not know what we do.
  • After meeting with our Senators and Representatives, the FPA of Michigan will be hosting a short lunch at a local restaurant for all FPA member participants.
If you are still unsure as to whether you should join us on May 25th, please reach out to me (julie.hall@myvcp.com) and I will be happy to answer any of your questions or concerns.

Thank you for your support of the FPA of Michigan.

Julie Hall, CFP®, CFT-I ™, MSF
FPA of Michigan Advocacy Chair

One more thing ...

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 for these one-on-one appointments. To participate as Pro Bono volunteer for the follow up meeting with staffers (or a future event), you will need to be a CFP® and also be pro bono trained through the FPA Central Office. The one-hour training (offered through Kaplan) is complimentary and you will have the opportunity to earn one CFP CE upon completion of the course. For more information about becoming Pro Bono trained, click here. If you are not sure whether you are pro bono trained, contact Mary Medonis at info@fpami.com and she can confirm.
Share your opinions now in the 2022 FPA Public Policy Survey!

This quick, five-question survey will take just a couple of minutes to complete but will have a major impact on the work of the Association and profession.
Connect With Us
FPA of Michigan
Email: info@fpami.com | Phone: 248-330-7757 | www.fpami.com