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Chapter Events

FPA MI | NexGen Happy Hour Meet-Up

Thursday, January 19th | 6:00 pm to 8:00 pm | Virtual

We are so excited to welcome Shane Mason and AJ Ayers of Brooklyn Fi as our special guests at the January 19th NexGen Happy Hour Meet-Up. 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 as well! So grab your favorite beverage and join us as we learn from one another and build new friendships!

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FPA MI | Pro Bono Training

Tuesday, January 24th | 12:00 pm to 1:00 pm | Virtual

This one-hour course is designed to give financial planners the skills and techniques to address the specific needs of lower-income families. Complete the Volunteer Training now to prepare for your pro bono engagements.

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FPA MI | Education Webinar

How SECURE 2.0 Impacts Clients

Tuesday, January 31st | 9:30 am to 10:30 am | Virtual

Join us on January 31st for an invaluable webinar presentation from Robert Keeler, CPA/PFS, MST, AEP when he will review changes and their nuances as a result of the passage of SECURE 2.0. Your registration fee will include a copy of the presenter's PowerPoint slides shared during the presentation.

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FPA MI | 2023 Student Success Summit

Friday, February 3rd | 10:00 am to 3:00 pm | Virtual

The purpose of this complimentary event is to bring together aspiring financial planning students across the country to network and broaden their knowledge about a career in financial planning. The Summit provides an opportunity for students to learn from thought leaders in the financial planning profession. The virtual event will offer sessions focused on topics outside of the traditional classroom topics. Some of our speakers include . . . Michael Kitces, Colin Overweg, Justin Castelli, Tyrone Ross, Dr. Megan McCoy, Ian Bloom, David Frank, Brett Danko, Hannah Moore, Cody Garrett and Luis Rosa!

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FPA MI | Lunch & Learn Grand Rapids

Tuesday, February 7th | 11:30 am to 1:00 pm | Live

CityFlats in downtown Grand Rapids

Join us as Dr. Paul Isely, Ph.D., MS., BS, Associate Dean for Undergraduate Program in the Seidman College of Business at GVSU brings us an Economic Update!

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FPA MI | Lunch & Learn SE Michigan

Wednesday, February 8th | 11:30 am to 1:30 pm | Live

Mitchell's Fish Market in Livonia

Join us as Martin Lavelle, Senior Business Economist at the Federal Reserve Bank of Chicago's Detroit Branch brings us an Economic Update!

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Please note that we are working on additional Economic Updates to be held in other areas in Michigan. More information will be available after the new year!

In case you missed the education event "Michigan First-Time Homebuyer Savings Accounts" on December 6th, we did record the session and it is available for you to view. No CFP CE's will be offered to view the recording, but the session shared some important and timely information.

To view the December 6th session, send an email to Mary at and she will be send you a link to the session. And for more information on the Michigan First-Time Home Buyer Savings Accounts, visit:

The FPA of Michigan 2023 Symposium date has been set! Be sure to mark your calendar and look for more information to be available in the coming months!


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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FPA of Michigan

Email: | Phone: 248-330-7757 |

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