Stay informed with our Monthly ENews 👏

News from FPA of Michigan

Your Partner in Planning

December, 2023

Visit our Website

President's Message

It is hard to believe this is my last message to you as your 2023 FPA of Michigan Board President. I have been honored to lead the Board this year – our Chapter Leaders have done a wonderful job of providing wonderful opportunities for members across the state this year and we have been glad to see so many of you at these events in 2023!

I want to express my heartfelt gratitude to Stephanie Trexler, Eric Hoogstra, and Diane Young, whose terms on the board will conclude this year. Stephanie, we deeply appreciate your commitment to rejuvenating our Career Development and your enthusiastic support and passion for the next generation of planners. Eric, your invaluable contributions to the Symposium Committee over the past few years have been instrumental. Lastly, a big thank you to Diane for steering the Women & Finance Knowledge Circle – we enjoyed some fantastic events this past year.

As we look forward to 2024, we invite each and every one of you to join us at just one more event that you’ve never been to before. Join a committee that might be of interest. Reach out to another member that you’ve met during the year and arrange to meet for coffee. Do one thing to engage with your FPA of Michigan Chapter that you didn’t do in 2023. We work very hard as a board to bring you events that will engage and excite you, but in the end, the value of your membership is largely up to you – find your place at the FPA of Michigan!

We would also like to ask for your help! Most of you know our Chapter Executive, Mary Medonis. Mary has made the tough decision to step down from her role at the FPA of Michigan by the end of 2024, and we are looking to find our next “Mary”. Click HERE to find the job description. Mary intends to remain on board for the next year to facilitate the training of her new successor. If you are aware of someone who could be a good fit, kindly pass their information on to Mary at info@fpami.com.

As we head into the end of the year, we at the FPA of Michigan wish you all well and Thank You for your continued Membership. We look forward to seeing you in the New Year!

Sandy Adams

FPA of Michigan

2023 Chapter President

Upcoming Chapter Events!

FPA MI | Lunch & Learn Webinar

Thursday, January 11th | 12:00 pm to 1:00 pm | Virtual through Zoom

Stay at your workstation and experience a virtual briefing on the economic developments in the United States and Michigan presented by Martin Lavelle, Senior Business Economist at the Federal Reserve of Chicago's Detroit Branch. Learn More

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

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.

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

Journal of Financial Planning

The December 2023 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.

Access Now

News from FPA of Michigan Connecting Partner, Small Business Association of Michigan!

Did you know that as a member of the FPA of Michigan you are also enrolled in membership with the Small Business Association of Michigan?

Click here to learn about all the benefits of your membership with SBAM.