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NEW THIS YEAR . . . The FPA of Michigan Education Committee is planning to to hold a Lunch & Learn webinar each month. The monthly webinars will be complimentary for FPA Members! More information on each will be posted as details are finalized.
We will also be continuing our live Lunch & Learns in Grand Rapids. We are working on February's presentation . . . information to follow soon!
FPA MI | NexGen Meet-Up
Thursday, January 18th | 6:00 pm to 8:00 pm | Virtual through Zoom
Looking to make new connections and boost your financial planning career? Join us at our upcoming "virtual" NexGen Meet-Up on January 18th, where you'll learn from experts and fellow professionals alike. Plus, we're thrilled to announce that Justin Castelli, CFP®, connecting spirit, mind, body, and money with individuals on the pursue of their authentic life through RLS Wealth and PRST™, also co-founder of the AGC™, will be our special guest! This event is perfect for financial planning and allied professionals who are new to the game (10ish years or less), including students in the field. And don't worry if you can't stay for the whole thing - hop on and off as your schedule allows.
Register Here
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FPA MI | 4th Annual Student Success Summit
Friday, February 9th | 9:00 am to 3:00 pm | Virtual through Zoom
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.
Learn More
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FPA MI | Lunch & Learn Webinar
Understanding Today's Annuity Market
Tuesday, February 13th | 12:00 pm to 1:00 pm EST | Virtual through Zoom
Stay at your workstation and experience a virtual presentation around "Understanding Today's Annuity Market". This will be a broad overview of one of fastest growing financial marketplaces of the last two years. We will discuss the current trends, products, and how clients may benefit from utilizing these solutions in their financial plans.
Learn More
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FPA MI | Happy Hour
Thursday, February 29th | 5:00 pm to 7:30 pm | Union Rec in Ann Arbor
Dry January is almost over . . . Join us for a Leap Day Happy Hour at Union Rec in Ann Arbor, and the first round is on us! Enjoy great conversation in a fun, casual atmosphere where summer camp meets vintage 70's lounge. Registration includes one drink ticket for either beer or wine, and delicious appetizers (a la comfort food with a Latin twist).
Learn More
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FPA MI | NexGen Meet-Up
Thursday, March 14th | 6:00 pm to 8:00 pm | Virtual through Zoom
Looking to make new connections and boost your financial planning career? Join us at our upcoming "virtual" NexGen Meet-Up on March 14th, where you'll learn from experts and fellow professionals alike. Plus, we're thrilled to announce that Douglas Boneparth, CFP®, founder of Bona Fide Wealth, a firm that provides real money advice to Millennials and young professionals, will be our special guest! This event is perfect for financial planning and allied professionals who are new to the game (10ish years or less), including students in the field. And don't worry if you can't stay for the whole thing - hop on and off as your schedule allows.
Register Here
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FPA MI | Lunch & Learn Webinar
Fraud Prevention/Cybersecurity:
Latest Best Practices to Strengthen Your Program
Tuesday, March 19th | 12:00 pm to 1:00 pm | Virtual through Zoom
Stay at your workstation and experience a virtual presentation on "Fraud Prevention and Cybersecurity Best Practices: Latest Best Practices to Strengthen Your Program presented by Adam Moseley | Director, Business Consulting and Education of Charles Schwab & Co.
Learn More
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FPA MI | 4th Annual Student Success Golf Outing
Friday, September 13th | 10:00 am to 6:00 pm
Forest Akers West Course in E. Lansing
Mark your calendar as it's never too early to think about golfing! Look for more information to be shared soon!
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FPA MI | 2024 Annual Symposium
September 26th and 27th | L.V. Eberhard Center in Grand Rapids
Mark your calendar for this not-to-miss event! Look for more information to be shared soon!
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