Please note the FPA of Michigan Chapter Office will be

closed December 23rd through January 2nd.

Before you leave for the Holidays, be sure to read about some important information we have for you!


It's hard to believe that 2022 is coming to an end and 2023 will be here soon! Your FPA of Michigan Education Committee is already busy planning our 2023 education event schedule and we would like to hear from you! Please take a few minutes to complete a short survey where you can choose what topics you are interested in hearing about in the coming year. To access the survey, click here.

Thank you in advance!

The FPA of Michigan 2023 Education Committee

Chapter Events

In case you missed the education event "Michigan First-Time Homebuyer Savings Accounts" on December 6th, we did record the session and it is available for you to view. No CFP CE's will be offered to view the recording, but the session shared some important and timely information.

To view the December 6th session, send an email to Mary at and she will be send you a link to the session. And for more information on the Michigan First-Time Home Buyer Savings Accounts, visit:

FPA MI | Pro Bono Training

Tuesday, January 24th | 12:00 pm to 1:00 pm | Virtual

This one-hour course is designed to give financial planners the skills and techniques to address the specific needs of lower-income families. Complete the Volunteer Training now to prepare for your pro bono engagements.

Learn More

FPA MI | 2023 Student Success Summit

Friday, February 3rd | 10:00 am to 3:00 pm | Virtual

The purpose of this complimentary event is to bring together aspiring financial planning students across the country to network and broaden their knowledge about a career in financial planning. The Summit provides an opportunity for students to learn from thought leaders in the financial planning profession. The virtual event will offer sessions focused on topics outside of the traditional classroom topics. Some of our speakers include . . . Michael Kitces, Colin Overweg, Justin Castelli, Tyrone Ross, Dr. Megan McCoy, Ian Bloom, David Frank, Brett Danko, Hannah Moore, Cody Garrett and Luis Rosa!

Learn More

FPA MI | Lunch & Learn Grand Rapids

Tuesday, February 7th | 11:30 am to 1:00 pm | CityFlats

Join us as Dr. Paul Isely, Ph.D., MS., BS, Associate Dean for Undergraduate Program in the Seidman College of Business at GVSU brings us an Economic Update!

Learn More

Please note that we are working on additional Economic Updates to be held in other areas in Michigan. More information will be available after the new year!

The FPA of Michigan 2023 Symposium date has been set! Be sure to mark your calendar and look for more information to be available in the coming months!



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.


Connect With Us

FPA of Michigan

Email: | Phone: 248-330-7757 |

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