President's Message

Happy New Year! Your 2023 FPA Board is looking forward to engaging with you – our FPA Michigan community – this year! We have some exciting new initiatives planned in an effort to reach out on a more personal level with more of you, including the goal of holding events in several regional groups throughout the state on a regular basis (Traverse City, Kalamazoo, Grand Rapids, Troy and Ann Arbor to start!) If you are interested in being a Regional Champion in any of these areas to help these groups get going, please let me know!


We have a wonderful team serving the board again this year! We hope you will join us in welcoming new board members Nathan Zolynsky and Sandra Kerr. We also want to say thank you to several board members whose terms ended in December 2022: As’ad Gourani, Nicole Gopoian Wirick, Diane Winner and Nadine Burns – we thank these members who served our board and our chapter with their expertise, time and talent, giving so much of themselves for our profession! You are so appreciated!


We are kicking off the year with several events already scheduled (registration links for each can be found below under "Upcoming Events"):

  • The FPA of Michigan NexGen committee has a virtual NexGen Happy Hour Meet-Up scheduled on January 19th. Join them as they welcome guest speakers Shane Mason and AJ Ayers of Brooklyn Fi.
  • We will be kicking off the year with a virtual Pro Bono Training on January 24th at Noon –for anyone not trained who would like to be prepared for upcoming one-on-one pro bono opportunities, now is your chance!
  • We have two upcoming Economic Update events planned for February – one in Livonia and one in Grand Rapids (with more being planned in Kalamazoo and hopefully Traverse City). 
  • Our 2023 Symposium dates are set: October 12th and 13th in Grand Rapids. Please mark your calendars and plan to attend – the 2022 event was amazing – you won’t want to miss the 2023 Symposium!
  • FPA National has announced three Town Halls on 1/10, 2/10 or 3/9 around the issue of “Financial Planner” title protection – consider signing up for one or all of these town halls to have your voice heard on this important topic for the FPA in the coming year. In case you missed the email, you can click here to register for the Town Halls.
  • And lastly, we are working extremely hard to bring you the content you want. In order for us to enhance our 2023 education events, please take a few moments to complete the survey that our Education Committee put together. Link to survey:


We are looking forward to seeing at events throughout the year. Please let us know how we can help to make your FPA most valuable to you. We want to hear from you. Please reach out to me any time (!



Sandy Adams

Your 2023 FPA Michigan President

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 | NexGen Happy Hour Meet-Up

Thursday, January 19th | 6:00 pm to 8:00 pm | Virtual

We are so excited to welcome Shane Mason and AJ Ayers of Brooklyn Fi as our special guests at the January 19th NexGen Happy Hour Meet-Up. NexGen Happy Hour is open to all financial planning and allied professionals who are "new to their career". We welcome and encourage financial planning students to join as well! So grab your favorite beverage and join us as we learn from one another and build new friendships!

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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.

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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!

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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!

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FPA MI | Lunch & Learn SE Michigan

Wednesday, February 8th | 11:30 am to 1:30 pm

Mitchell's Fish Market in Livonia

Join us as Martin Lavelle, Senior Business Economist at the Federal Reserve Bank of Chicago's Detroit Branch brings us an Economic Update!

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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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