We look forward to seeing you

at one or more of our upcoming events!

◊ October Webinar - October 16th

◊ Networking Happy Hour - October 16th

◊ Financial Literacy Training Session - October 18th

◊ Financial Roundtable & Case Study - October 23rd

◊ November Webinar - November 7th

◊ Women & Finance Networking Event - November 7th

PLUS!:

◊ Special Event - October 10th, hosted by FPA of Michigan Leading Partner, Ares Wealth Management Solutions

◊ Consulting Opportunity at University of Michigan - Flint

October Webinar

Stay at your workstation and experience a virtual presentation!

Presentation:

Valuation and Succession

Date/Time:

Wednesday, October 16th | 12:00 pm to 1:00 pm | Zoom

This presentation has been approved for 1 CFP CE!

Financial Literacy Training Webinar

This one-hour session will provide an overview of the FPA of Michigan’s Financial Literacy Training program, along with tips and guidance for delivering an impactful presentation. To learn more about the FPA of Michigan Financial Literacy program, click here.

Date/Time:

Friday, October 18th | 1:00 pm to 2:00 pm | Zoom

As a financial planning professional, you appreciate and believe that financial planning has the power to improve lives. Have you ever wondered how other caring professionals dispense advice, both technical and behavioral, for their clients’ benefit? If so, we invite you to participate in this interactive case study and roundtable discussion to share your wisdom as well as to hear from your peers. Includes continental breakfast.

Date/Time:

Wednesday, October 23rd | 8:30 am to 10:00 am | Center for Financial Planning

November Webinar

Stay at your workstation and experience a virtual presentation!

Presentation:

Developing a Framework for Active ETF Due Diligence

Date/Time:

Thursday, November 7th | 12:00 pm to 1:00 pm | Zoom

This presentation is pending approval for 1 CFP CE

Shara Wallace, Vice President Regional Director of Ares Wealth Management Solutions, would like to invite you to an event she is co-hosting October 10th at the Townsend Hotel in Birmingham, focusing on trends in Artificial Intelligence and investment opportunities developing across the private markets landscape. Bob Rice is the keynote speaker, and Ares will follow with a 20 min discussion on how Artificial Intelligence is reshaping infrastructure. One of the segments we will dive into within infrastructure, is the growing accessibility of tax efficient infrastructure strategies. For more information or to RSVP, click here.  

Consulting Opportunity available at University of Michigan-Flint!

The School of Management at the University of Michigan-Flint is looking for a Consultant to assist in developing a non-degree program to prepare students for the Certified Financial Planner (CFP) exam. This will be a contractual position with the length of time to be determined based on the expectations of completing the activities listed below.

This individual would be involved with the following activities:

• Market analysis of similar programs at higher education institutions
• Budget development; program costs and tuition
• Develop curriculum for the courses
• Outline content of program courses; syllabi, assignments/exams, related policies, admission
• Develop student support structure; advising, internship, program outcomes, assessment of student learning

Required qualifications:

• CFP certification
• Familiar with policies and programs in higher education

 If interested in learning more and applying please submit resume to:

Yener Kandogan

Interim Dean, School of Management

yener@umich.edu

Journal of Financial Planning

The September 2024 issue of the Journal of Financial Planning is now available! Read this month's issue to get caught up on the latest trends and cutting edge research in financial planning. 



Connect With Us



FPA of Michigan

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