Take a few minutes to review all of our
Upcoming Events so you don't miss out!
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CNBC FA Summit
Wednesday, June 15th | VIRTUAL
Breaking News! CNBC has offered FPA members complimentary access to the Financial Advisor Summit occurring virtually on June 15, 2022. Register today at the link below, then share this generous opportunity with your fellow Chapter members!
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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.
Did we mention that Dennis Moseley-Williams, Michael Kitces, Leon LaBrecque, just to name a few, will be presenting!
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More newsworthy stuff . . . |
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Take the FPA Membership Satisfaction Survey! |
Help Us Improve Your FPA Membership Experience! Tell us what you like. Tell us what you love. Tell us how we can do better. We want to hear from you about the programs and benefits you currently enjoy as part of your FPA membership experience and how we can continue to improve.
The 10 minutes you take to complete this membership satisfaction survey will help us as we work to ensure you receive value for your membership investment. Your participation is greatly appreciated.
To show our appreciation, five members will be included in a random drawing to receive one of five complimentary one-year memberships. Be sure to add your email address to the end of the survey to be included.
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FPA of Michigan Members attend Advocacy Day in Lansing! |
Thank you to all who participated in the FPA of Michigan Advocacy Day in Lansing on May 25th. Our FPA of Michigan Pro Bono committee held a Pro Bono financial planning session for 14 staffers of the legislators on Tuesday. On Wednesday, we embraced the opportunity to meet face-to-face (finally) with our legislators educating them on the FPA’s core member, the Certified Financial PlannerTM. We discussed the FPA’s support of financial literacy. In addition, we had the opportunity to thank several legislators who in May voted to pass House Bill 5190, which, once signed into law, will make a half-credit personal finance course that includes financial literacy a high school graduation requirement.
We were able to discuss the FPA's support of the deductibility of financial planning fees, which could help to encourage the public to seek needed quality financial advice, and the FPA’s opposition to financial service transaction taxes.
It was an exciting day to be able to advocate for our great profession, and we hope to see you next year!
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Did you know that as a member of the FPA of Michigan you are also enrolled in membership with the Small Business Association of Michigan?
Click here to learn about all the benefits of your membership with SBAM.
More Important SBAM Links:
To login as a member on SBAM: Click here to login and enter your email address as our Username. If you have never logged in before, click "forgot password" as you will receive a temporary password. If you experience any issues trying to login, please contact our SBAM contact Sherry Bryan at (517) 712-8343 or sherry.bryan@sbam.org.
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Technology is useless if it's not reliable and secure. Whether you have an in-house IT department or you’re a business with limited resources, NuWave Technology Partners can service your needs.
Effective solutions should allow your technology to run transparently and smoothly behind the scenes. Your should never be slowed down by the very thing that’s meant to serve you!
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Co-Managed Services
NuWave will work with your existing in-house I.T. team to enhance processes, policies, and operating procedures. Always driving accountability to creating results, they can be as hands-on, or as hands-off, as you need us to be. Either way, they’ve got your back.
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Managed Services
If you don't have an internet I.T. team, NuWave will work with you to create a simple, secure, and reliable solution that meets all of your organizational needs. With this option, they handle everything from building a technology plan and budget that aligns to your organization's goals, to being the on-going help desk for your team.
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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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