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News from FPA of Michigan

Your Partner in Planning

November 16, 2023

We are grateful to the over 450 members that make up our Michigan community! Our members are dedicated to elevating each other, and the financial planning profession. The more we grow as practitioners and planners, the better we serve our clients today and meet the needs of our clients tomorrow.

Click here to review and refamiliarize yourself with your FPA membership benefits.

Please take a few minutes to read below to learn about:

√ FPA of Michigan Upcoming Events

√ FPA of Michigan 4th Annual Student Success Summit

√ An opportunity from COMPLY

√ News from Small Business Association of Michigan

√ Journal of Financial Planning

√ Media Mastery 2.0

√ Journal of Financial Planning

√ Oakland University Black Friday Deal

√ FPA of Michigan Give Back Program

√ FPA of Michigan Partners

Upcoming Chapter Events

FPA MI | Lunch & Learn Grand Rapids

December 5th | 11:30 am to 1:00 pm

CityFlats Hotel in downtown Grand Rapids

Join us for lunch and a presentation by Patrick J. Leikert, CPA, CFP of Dolinka VanNoord & Company. During the presentation, Pat will discuss 2023 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. Advanced registration required!

Learn More

FPA MI | NexGen Meet-Up

January 18th | 6:00 pm to 8:00 pm | VIRTUAL

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. Advanced registration required.

Calling all students and career changers, 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!

An opportunity from FPA of Michigan Leading Partner!

Join an upcoming education session hosted by FPA of Michigan Leading Partner COMPLY (through their portfolio company, NRS). Each session will take place from 1-3 p.m. Eastern and is eligible for 2 CFP CE credits.

November 30: Understanding Fiduciary Duties and a Sweep of Certain Anti-Fraud Provisions of the Advisers Act (AA04) - Register Here!

December 7: Compliance Programs Rules and Strategies for Managing Your Annual Review (AA06) - Register Here!

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.

Journal of Financial Planning

The November 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

Interested in pursuing your CFP® certification?

For more information, please visit https://www.oakland.edu/pace/business/financial-planning/

or contact Shar Banks at sbanks2@oakland.edu.

FPA OF MICHIGAN

Give Back Program

The FPA of Michigan Give Back Program supports financial planning students as they seek to enter the profession and launch their careers. Help us by investing in our next generation of talent.

CLICK HERE TOLEARN MORE

Thank you to our Partners!

Connect With Us

FPA of Michigan

Email: info@fpami.com | Phone: 248-330-7757 | www.fpami.com