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News from FPA of Michigan
Your Partner in Planning
August 2, 2023
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Have you registered for the FPA of Michigan Annual Symposium on October 12th and 13th in downtown Grand Rapids? Don't worry, we know summer can be a busy time, so we have extended the Early Bird Discount! Be sure to register before August 8th to save $$! | |
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Join us on October 12th and 13th as we head back to the L.V. Eberhard Center in downtown Grand Rapids for the FPA of Michigan 2023 Annual Symposium. This year's event offers sessions that cater to your goals, expertise, and experience level, giving you a comprehensive understanding of current trends and professional development. You'll have the chance to hear from industry-leading keynote and breakout speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance your professional network. By attending, you'll leave with practical strategies, insights, and guidance on how to advance your financial planning career.
Don't miss the chance to learn from and collaborate with top industry leaders. Join us for two days of professional development and networking.
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We have a multitude of events scheduled in the coming months, covering various aspects ranging from education to networking. Regardless of your location in Michigan, we have events planned spanning across the state. We invite you to take a moment and click here (or see below) to discover the array of thrilling events awaiting you! | |
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FPA MI | Education Event/Happy Hour Ann Arbor
Thursday, August 10th | 4:00 pm to 6:00 pm
Wolverine State Brewing Company in Ann Arbor
Come join us for an education event followed by a Happy Hour! Rich Carrico, CIC, CAWC, President of Carrico Maldegen Insurance Agency will present "Solving the Puzzle: Easily Integrate Insurance into Your Financial Planning Process". 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? This presentation will clearly explain 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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FPA MI | Kalamazoo Advisors Social Hour
Wednesday, August 23rd | 4:00 pm to 6:00 pm
Bell's Brewery in Kalamazoo
We are excited to invite you to a Financial Advisors Social Hour! This event will be an opportunity to socialize, hang out, and network with other financial advisors in the area. In addition, we will be discussing relevant financial planning topics that will help us better serve our clients and stay informed of industry trends. Feel free to drop in for as little or as much time as is convenient for you.
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FPA MI | Lunch & Learn Grand Rapids
Wednesday, August 30th | 11:30 am to 1:00 pm
CityFlats Hotel in Grand Rapids
Please join Carlin Calcaterra, co-head of Ares’ Financial Advisor Solutions Team (FAST), for the next installment of an educational series on private markets: their growth, expanded accessibility for financial advisors, and role in a broader portfolio.
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FPA MI | Breakfast & Learn Traverse City
Thursday, August 31st | 8:30 am to 10:00 am
Hotel Indigo in Traverse City
Please join Carlin Calcaterra, co-head of Ares’ Financial Advisor Solutions Team (FAST), for the next installment of an educational series on private markets: their growth, expanded accessibility for financial advisors, and role in a broader portfolio.
Learn More
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FPA MI | 3rd Annual Student Success Scholarship Golf Outing
Friday, September 8th | 8:00 am to 1:00 pm
Forest Akers at MSU in East Lansing
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 also a great opportunity to meet and network with students entering the profession!
Interested in sponsoring this event? We have several opportunities available.
Learn more
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FPA MI | NexGen Meet-Up
Thursday, September 14th | 6:00 pm to 8:00 pm
Virtual
Come and join us at our virtual NexGen Meet-Up on September 14! We will have the opportunity to learn from each other, forge new friendships, and exchange knowledge. The NexGen Meet-Up is tailored for financial planning and allied professionals who are in the early stages of their careers (10ish years or less), including students in the field. If you're unable to stay for the entire duration, feel free to join and leave as your schedule permits.
Secure your spot now by registering here.
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FPA MI | Breakfast & Learn Traverse City
Thursday, September 21st | 8:30 am to 11:00 am
Hotel Indigo in Traverse City
Join us for breakfast and a joint education event with Carrico Maldegen Insurance and Chubb: "Solving the Puzzle: Easily Integrate Insurance into Your Financial Planning Process" and "Market Trends".
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FPA MI | Women & Finance Knowledge Circle Event
Thursday, September 28th | 5:00 pm to 7:00 pm
Hazel's in Birmingham
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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FPA MI | Women & Finance Knowledge Circle Event
Thursday, November 9, 2023 | 12:00 pm to 1:00 pm
Virtual
Join us as Margaret Dunlap, Business Development Manager for CoreCap Investments | Core Cap Advisors presents "How to Use Coaching Questions as a Financial Advisor to Gain Rapport with your Clients!"
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Thank you to our Partners! | | | | |
