News from FPA of Michigan

Your Partner in Planning

May 17, 2023

The complete speaker line-up and registration information for the FPA of Michigan Annual Symposium will be available in the coming weeks! And be sure to register early for some great savings with our Early Bird Discount!

Calling all FPA of Michigan Members:

Join us for an impactful Advocacy Day!

June 7, 2023 | 8:30 am to 1:30 pm

State Capitol Building in Lansing

What is FPA of Michigan ADVOCACY DAY in Lansing and why is it important for YOU to attend?

The day will begin at 8:30 am at the offices of the Small Business Association of Michigan in Lansing where we will join together for a brief meeting and then proceed to the Capitol.
At the Capitol, we will meet in small groups with Senators and Representatives where we will discuss four important topics: Title Protection; Financial Literacy; How financial planners charge fees; and Taxing of financial planner fees and related services.
After meeting with Senators and Representatives, the FPA of Michigan will be hosting a short lunch at a local restaurant for all participants.

Still not sure if you should attend, watch the compelling video below from our Advocacy Committee and discover why you shouldn't miss this event!

Click here to learn more or register for the FPA of Michigan 2023 Advocacy Day

What are the new IAR CE Requirements, and do they apply to you?

On November 24, 2020, North American Securities Administration Association (NASAA) members elected to adopt an investment adviser representative (IAR) continuing education requirement (CE) with the goal of ensuring that advisers receive proper and updated training on the securities business relevant to their duties and obligations.

Check out this blog on what to know about IAR CE requirements and whether or not you’ll be required to complete the 12-credit hours this year.

If you are unsure whether or not you are registered as an Investment Advisor Representative (IAR), go to IAPD - Investment Adviser Public Disclosure - Homepage (sec.gov), search your name, find your record and select “more details”. If under License(s), Michigan is listed for Investment Advisor, the IRA CE requirement applies to you.

If you find that you need to fulfill your IAR requirements, we have partnered with COMPLY to deliver an IAR Continuing Education Workshop. Attend this virtual two-day workshop, hosted by COMPLY’s regulatory experts, on Jun. 27 - 28, 2023 to achieve your 2023 IAR CE requirements. For more information or to register, click here.

Can’t attend the entire two days? No problem because when you register, you gain unlimited access to COMPLY’s comprehensive IAR CE content library until Dec. 31, 2023, to fulfill your requirements on your time!

Please note that this workshop is for IAR CE's only and does not qualify for CFP CE's or Michigan Insurance CE's.

FPA Member discounted rate: $95

Non-FPA Member rate: $150

Questions? Contact Mary at [email protected].

Advanced registration is required for all events!

Click here to learn about all our events . . .

with more events being added soon.

Join us on May 23rd! Ladies, we invite you to attend a Women's Networking Event at TopGolf in Auburn Hills, including one-on-one coaching with a professional pro! This is a great opportunity for like-minded women in the industry to connect, network and have fun while enjoying TopGolf's state-of-the-art facilities. Whether you're a seasoned golfer or just starting out, this event is for you.

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Join us on May 24th! We invite you to take advantage of this opportunity to collaborate with other professionals and deepen relationships within the FPA community. Participate in an interactive case study and roundtable discussion to share your wisdom as well as to hear from your peers. During our time together:

You will have a chance to participate in a case study for our hypothetical client that is looking for guidance on how to accomplish their financial goals.

You will have an opportunity to share your thoughts on the case study as well as hear perspectives and professional opinions from other advisors on how to tackle complex (and not so complex) financial issues.

You will learn from other caring professional planners on how they frame and deliver advice to clients in such a way that will prompt action.

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Join us on June 15th! Most of us have enough insurance knowledge, as they say, to make us dangerous. We know insurance is critical to the financial planning process, but do we really know enough to help our clients? How do we integrate this into our practice without having to become an insurance professional? At the June Lunch & Learn Grand Rapids, Rich Carrico of Carrico Maldegen Insurance Agency will present “Solving the Puzzle: Easily Integrate Insurance into your Financial Planning Process”. Learn how insurance supports the financial planning process, address the risks your clients are facing, and provide immediate solutions you can implement to solve the insurance dilemma.

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Join us on June 22nd! Ladies, being together is long overdue and we can't wait to see you for a fun happy hour event with power networking and beer tasting. Not a beer drinker? No problem, wine and other beverages will be available for purchase. Also, our Event Sponsor Lauren Metaj of Northern Trust/FlexShares has arranged for a few of our attendees to receive a "complimentary" golf lesson at Traverse Pointe in Saline. Be sure to attend this event to learn how you can be selected.

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Join us on September 8th! Bring your clients and co-workers and enjoy a morning of nine holes of golf at Forest Akers West Golf Course at MSU in East Lansing. Carts, beer and soda will be available on the course. Afterwards, join us for lunch!

All income from this event will be allocated to future financial planners through the FPA of Michigan scholarship program. Because we invite students to participate in the outing, this is a great opportunity to meet and network with students entering the profession!

Interested in sponsoring his event? We have several opportunities available.

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Join us on September 28th! In this special collaboration event, please join the FPA of Michigan and the CFA Society Detroit for an opportunity to mix and mingle with other prominent women leaders in the finance industry. In addition to great conversation and new connections, appetizers, drinks, and a special wine tasting activity are all on the agenda.

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Connect With Us

FPA of Michigan

Email: [email protected] | Phone: 248-330-7757 | www.fpami.com