In this Issue:

• President's Message
• Upcoming FPA MI Events
• FALL SYMPOSIUM - Save the Date!
• Women & Finance Committee News & Survey Results
• CMU Financial Planning Invitational (incl. Career Fair!)
• Worth a Read: Take 5
• Journal of Financial Planning

President's Message:

As financial planners, we each bring our own approach to the profession. Some of us work in large firms, some in small ensembles, and some as solo practitioners. We may operate under different business models, serve different client niches, and use different tools to deliver advice. Yet despite those differences, we share a common purpose: helping people make better decisions with their money and guiding them toward greater financial security.

That shared purpose was on full display at our recent FPA of Michigan Pistons event. Members from across the state gathered to connect, exchange ideas, and enjoy a great evening together. Events like this remind us that while our day-to-day work may look different, we are all part of the same professional community—one committed to advancing the value of financial planning and supporting the clients who trust us with their futures.

The strength of the FPA has always been its ability to bring together professionals with diverse perspectives and practices. When we come together—whether at a game, a conference, or a local gathering—we build relationships that make us better advisors and strengthen our profession as a whole.

Thank you to everyone who joined us for the Pistons event and continues to support the FPA of Michigan community. I look forward to seeing many of you at upcoming events as we continue to learn from one another and advance the impact of financial planning across our state.

Warm regards,

Nick Nauta, CFP®

President, FPA of Michigan

FPA MI | Lunch & Learn Workshop

From Cradle to Dorm: The Advisor's Guide to MESP

Thursday, April 9th | 12:00 pm to 1:00 pm | Virtual through Zoom

College has never cost more, and all signs indicate prices will continue to increase. At the same time, artificial intelligence and new technology are causing many families to rethink whether a traditional four-year degree is worth the price, and more students are exploring vocational schools, trade certifications, and apprenticeship programs instead. For financial advisors, this shift creates a real opportunity to help clients prepare for whatever path their child ultimately chooses. This presentation will give you the tools to have confident, informed conversations with your clients about education savings. Approved for 1 CFP CE.

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FPA MI | Women & Finance Knowledge Circle: Move & Mingle

Friday, April 10th | 3:15 pm to 5:00 pm | barre3, Royal Oak

Join the FPA of Michigan’s Women & Finance Knowledge Circle for a barre3 Signature 45 class! This full-body workout combines strength, cardio, and mindfulness for a balanced and energizing experience, all while being low-impact and adaptable for every fitness level. Whether you're new to movement or a seasoned pro, you'll leave feeling strong, centered, and supported. We will then enjoy light munchies and networking until 5:00 PM.

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FPA MI | Rally & Returns Pickleball Social

Thursday, May 14th | 6:00 pm to 9:00 pm | Wolverine Pickleball | Ann Arbor

Grab a paddle and join us for a fun evening with your FPA Michigan community! Rally & Returns is all about mixing a little friendly competition with great conversation, whether you’re a pickleball pro or trying it out for the first time.

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FPA MI | NexGen Happy Hour with Samantha Russell

Wednesday, May 13th | 6:00 pm to 7:30 pm | Virtual through Zoom

Don't miss out! Please join us for our next virtual Happy Hour with guest speaker Samantha Russell, Chief Evangelist at FMG. Known as one of the top marketing voices in the financial planning profession, Samantha will share the latest strategies advisors can use to grow their influence—covering digital marketing, social media, and authentic client engagement. Expect practical tips you can put into action right away. Register here!

Join FPA of Michigan at this exciting inaugural event!

Hosted by CMU's Financial Planning Association, this one day event brings together undergraduate financial planning students from universities across Michigan to compete in a real world case study challenge. Financial advisors are invited to attend FREE for a day filled with networking, professional growth, and community. Enjoy breakfast and lunch with peers, sit in on student presentations, and experience the future of financial planning in action. Sponsorships are also available, and include the opportunity to take part in the career fair portion of the event. CLICK HERE for more info and to register.

Worth a Read: TAKE 5

Do you read the monthly Take 5 update from FPA National? It's a quick highlight of membership events, benefits, articles, etc. compiled by the staff at FPA HQ. The March edition has a couple of items that our chapter leadership found especially interesting:

FPAi Authority: What AI Will Change in Wealth Management (And What Won’t) Matt Reiner of Capital Investment Advisors and The FutureProof Advisor, our partner in the FPAi Authority, breaks from the usual three-headline format in his monthly AI in Finance video series to focus entirely on the year ahead. What will matter in wealth management as AI moves from novelty to infrastructure? Matt shares six predictions that outline the real forces shaping how wealth managers will work, compete, and deliver value in the next era of AI. Check it out!

Contribute To Research from the Journal of Financial Planning! Share your expert thoughts on the biggest influences on investing, from gen AI to ESG, to help shape the content of the June issue of the Journal of Financial Planning. Conducted since 2006, the annual Trends in Investing Survey takes no more than seven minutes to complete. The results of this highly-anticipated research will reveal industryshaping trends affecting you and your clients. Take the survey today.

Journal of Financial Planning

The March 2026 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. 



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FPA of Michigan

Email: info@fpami.com | Phone: 734.678.7898 | www.fpami.com