In this issue:

• Upcoming Events:
• Lunch & Learn Grand Rapids (12/10/2024)
• NexGen Meet-Up (1/15/2025)
• January Webinar - Economic Update (1/16/2025)
• 5th Annual Student Success Summit (2/7/2025)
• Virtual Career Fair (Week of February 24th)
• Complimentary Invitation to CNBC's Financial Advisor Summit
• November Journal of Financial Planning

The FPA of Michigan Women & Finance Knowledge Circle enjoyed networking and showing off their artistic skills at the November 7th Paint & Sip Social!

And a big thank you to our Paint & Sip Social Event Sponsors:

April Markland, CLU | Comprehensive Planning, Inc.

Kristin Hughes, JD | Schluter & Hughes

Lunch & Learn Grand Rapids

Tuesday, December 10th | 11:30 am to 1:00 pm

CityFlats Hotel | Grand Rapids

Join us on December 10th for lunch and a presentation entitled "2024 End of the Year Tax Update". During the presentation, our speakers, Pat Leikert, CPA and Chad Tejchma, CPA, MST of Dolinka, VanNoord & Company, will discuss 2024 year-end tax planning for individuals, small businesses and their owners. Federal and State tax provisions will be presented and discussed along with the basics of estate tax and gifting.

FPA MI | NexGen Meet-up

Wednesday, January 15th | 6:00 pm to 7:30 pm | Virtual

Looking to make new connections and boost your financial planning career? Join us for our upcoming virtual NexGen Meet-Up on January 15th. Use this event as an opportunity to connect with fellow advisors, share insights, and discuss strategies for taking your career to the next level. Whether you’re just starting out or looking to accelerate your growth, this event is for you.

Lunch & Learn Webinar

Thursday, January 16th | 12:00 pm to 1:00 pm Zoom

Stay at your workstation and tune in for a virtual presentation! Join us on Thursday, January 16th, as we welcome back Martin Lavelle, Senior Business Economist at the Federal Reserve Bank of Chicago's Detroit Branch, for an insightful "Update on the U.S. and Michigan Economies."

Calling all students and career changers, join us for the Financial Planning Student Success Summit, a virtual event designed to connect aspiring financial planning students from across the country. This complimentary summit aims to foster networking and expand students' knowledge about pursuing a career in financial planning.

If you are aware of students who could benefit from this event, don't hesitate to spread the word - share this fantastic event!

FPA MI | 2025 Virtual Career Week

Monday, February 24 through Friday, February 25 | Virtual

The FPA of Michigan Career Development Committee is excited to host its 1st Annual Career Hiring Event during Virtual Career Week, running from Monday, February 24 to Friday, February 28, 2025.

What is Virtual Career Week? Our mission is twofold: to connect candidates with employment opportunities that align with their career goals and to help employers discover exceptional talent to enhance their team. As part of this event, we will provide hiring firms with access to resume books featuring candidates seeking full-time roles and internships. Participating firms will have the flexibility to schedule interviews directly with candidates during Career Week.



Whether you're an employer searching for your next standout team member or a student or career changer seeking new opportunities, click here to learn more about participating in this exciting event.

Attention FPA of Michigan Members . . . CNBC Events has extended a complimentary invitation for current FPA of Michigan Members to join them for the upcoming CNBC Financial Advisor Summit that's taking place online on Tuesday, December 10th from 1:00 pm to 3:00 pm ET.

In this final edition of the year, they are bringing together industry thought leaders and experts to discuss the latest trends, emerging risks, and strategic insights that can help advisors better serve their clients and set the stage for a prosperous new year. Speakers include Tina Byles Williams, Xponance CEO, Chief Investment Officer and Founder, Mark Lasry, Avenue Capital Group Chairman, CEO and Co-Founder, John Rogers, Ariel Investments Chairman, Co-CEO and Chief Investment Officer and more. 

Journal of Financial Planning

The November 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