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FPA MI | Networking Event: Historical Walking Tour & Happy Hour
Tuesday, July 15th | 5:30 pm to 7:30 pm | Downtown Detroit
Only 2 spots remaining! Step into the stories of Detroit's past, present, and future during our Downtown Detroit Historic Walking Tour! Along the way, discover Detroit's stunning architecture, rich history, and the incredible people who shaped the Motor City. After the tour, keep the conversations going over drinks at Kamper's Rooftop Lounge atop the 14th floor of the Book Building.
FPA MI | NexGen July Meet-Up
Wednesday, July 16th | 6:00 pm to 7:30 pm | Virtual through Zoom
Looking to make new connections and boost your financial planning career? Join us for our upcoming virtual NexGen Meet-Up on July 16th! This month's special guest will be Caleb Silver, the Editor-in-Chief of Investopedia, which is the largest financial-education website in the world.
FPA MI | July Lunch & Learn Webinar
Life Happens: Are You and Your Clients Prepared?
Thursday, July 17th | 12:00 pm to 1:00 pm | Virtual through Zoom
Aging, illness, death…they are all inevitable and you need to prepare your clients. How do you do that? And wouldn’t it be nice if you could use those preparations to connect to the client’s trusted circle and adult children? Learn to help clients stay in control of their lives and leave a legacy behind while increasing the chances of keeping their assets under your management. Sponsored by Center for Financial Planning, Inc.
FPA MI | August Lunch & Learn Webinar - From the Inside Out: Ethics, Fraud, and the Power of Gratitude in Financial Services
Tuesday, August 12th | 12:00 pm to 1:00 pm | Virtual through Zoom
Once a trusted financial advisor, Bill Carlson now shares the hard lessons learned after his ethical failure and conviction for fraud. In this candid, research-informed session, he explores how pressure, rationalization, and misplaced trust can lead even seasoned professionals astray. More than a compliance talk, this session challenges and equips financial planners to recognize red flags and uphold lasting ethical excellence.
FPA MI | Student Success Scholarship Golf Outing
Friday, September 12th | 9:00 am to 6:00 pm | Forest Akers West @ MSU
Registration opening soon for our 5th Annual Outing benefitting the scholarship fund for future financial planners. Enjoy 18 holes on the lush rolling greens, followed by early dinner at the University Club. Also includes breakfast, lunch at the turn, beverage cart on the course. If your firm is interested in sponsoring, please click here to learn more.
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