In this issue:

• President's Message
• November Monthly Webinar
• Women & Finance Knowledge Circle Event: Paint & Sip Social
• NexGen Virtual Meet-Up
• Lunch & Learn Grand Rapids
• A note from our Happy Hour Sponsor "248-LIFEMAN"
• October Journal of Financial Planning

President's Message:

Greetings -

As we wrap up another year, we reflect on our achievements, challenges, and exciting opportunities. Here's a summary of our highlights from the past year and what to look forward to in the coming months.

Year in Review: 2024 has been another excellent year for the Financial Planning Association of Michigan, thanks to the hard work of our members, committees, board members, and partners. We've successfully hosted numerous events, including our annual symposium, education workshops, women & finance gatherings, NexGen virtual meetups, student success golf outing and networking mixers, which have fostered connections among professionals and enriched our collective knowledge.

Education and Professional Development: Our commitment to ongoing education has never been stronger. This year, we continued our monthly education lunch and learns and had a fantastic Fall Symposium focusing on emerging trends in financial planning.

Pro Bono and Advocacy Efforts: The FPA of Michigan has continued its pro bono and advocacy work to promote the value of financial planning in our communities. This includes offering pro-bono financial planning education events (11 events total this year) and our annual financial planning virtual education session for Michigan legislators' staffers. We have planned continued active engagement with policymakers to ensure our profession is represented and supported.

New Membership Growth: We are thrilled to report 47 new FPA of Michigan members year-to-date! Thank you for your continued support and bringing new faces into our community. Remember, our strength lies in our network, so keep referring colleagues and friends.

Upcoming Events: Mark your calendars for our remaining events for the year - click here or see below for details.

Get Involved: Looking for ways to get involved? We encourage members to join one of our committees or volunteer for upcoming events. Your participation makes a difference! If you are interested in joining one of our committees, please contact Sarah Caruana or Mary Medonis and they can connect you with the committee chair. 

Stay Connected: Remember to follow us on social media and visit our website for the latest updates. We aim to reach 1300 followers this year! Share your experiences and insights using #FPAMichigan.

Thank you for being a vital part of the FPA of Michigan community. We wish you a prosperous year-end and look forward to achieving more together in 2025!

Best to you,

Julie E. Hall, CFP®, CFT-I ™, MSF

FPA of Michigan 2024 President

Monthly Webinars

Did you know that the FPA of Michigan hosts monthly webinars

AND THEY ARE COMPLIMENTARY FOR OUR MEMBERS!

FPA MI | November Webinar

Developing a Framework for Active ETF Due Diligence

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

Stay at your workstation and experience a virtual presentation! Join us for a webinar entitled "Developing a Framework for Active ETF Due Diligence" presented by Brad Feeley, CIMA, CETF, Senior Vice President at John Hancock Investment Management. This webinar will highlight key considerations that should be kept in mind when evaluating and selecting active ETFs.

Unleash your creativity and join us for an enjoyable evening of food, wine, and art! We'll socialize over appetizers and drinks before settling in at our easels to craft our own masterpieces, guided step-by-step by our artist host.

Looking to make new connections and boost your financial planning career? Join us for our upcoming virtual NexGen Meet-Up on November 13th. 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 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.

It was terrific to meet members of the FPA of Michigan at the Happy Hour in Royal Oak earlier this month. I shared a story with them about the profound impact CFPs have on their clients. I am the biggest fan of the work you do.  Here is the story, if you weren’t there:

An old friend, a retiring life agent, and I were talking about working with CFPs to implement recommendations for life and disability insurance.

He got a serious look on his face and said to me, "Gare, my clients who have hired a CFP have more peace of mind than those who don’t.”

I will never forget those words. Think of how powerful that is. No other advisor can give consumers peace of mind. Not CPAs, stockbrokers, life agents, attorneys… no one but you!

It has been a privilege to refer clients back and forth with CFPs. As a CFP myself for over 30 years I take my recommendations just as seriously as you do.

Hope to meet you next time!

I do not do any planning. I have chosen a career as an independent insurance broker. I serve the CFP community by analyzing disability, life, LTC and LTD plans, and working with them to propose and implement these plans. And I share commissions where allowable.

Please let me know if we can help.

Gary Rosenberg, CFP, CLU, CLTC

248-543-3626

www.248lifeman.com

Journal of Financial Planning

The October 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