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News from FPA of Michigan

Your Partner in Planning

October 23, 2023

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Another Symposium in the books!

Thank you to all our Partners and Attendees for making this event a success.

FPA MI | Professional Roundtable & Case Study

Wednesday, November 1, 2023 | 8:30 am to 10:00 am | Live in Southfield

PLEASE JOIN US! As a financial planning professional, you appreciate and believe that financial planning has the power to improve lives. Have you ever wondered how other caring professionals dispense advice, both technical and behavioral, for their clients’ benefit? If so, we invite you to participate in this interactive case study and round table discussion to share your wisdom as well as to hear from your peers.

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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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FPA MI | NexGen Meet-Up

Thursday, November 9, 2023 | 6:00 pm to 8:00 pm | Virtual

Come and join us at our virtual NexGen Meet-Up on November 9th! 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 through the event link provided below!

Upcoming Regional Webinar

Presented by FPA of Michigan Leading Partner,

Ares Wealth Management Solutions

Alts Investing 101 | Welcome to the New Old Frontier

Wednesday, October 25th at 3:00 PM EST | Register Here

Please join us for a history and overview of private credit, private equity and private real assets, the new structures in which they are available for individual investors, and key considerations for the incorporation of these asset classes in portfolios.

Alts Investing 201 |

A New Approach to Asset Allocation Utilizing Private Markets

Wednesday, November 1st at 3:00 PM EST | Register Here

In this session, we discuss how performance and loss within a portfolio may potentially be better managed by focusing on diversifying risk (as opposed to asset class). We also share how this approach supports an allocation of up to 50% of a portfolio in private markets which we believe can potentially help build more intentional and controlled outcomes for your clients.

Featured Speakers:

Carlin Calcaterra

Principal

Co-Head of Ares' Financial Advisor Solutions Team

Brendan McCurdy

Managing Director

Co-Head of Ares' Financial Advisor Solutions Team

Contact Information | AWMS Great Lakes Team:

Shara Wallace

Vice President, Regional Director - Great Lakes

Mobile: (312) 887-0776

swallace@aresmgmt.com

About Financial Advisor Solutions Team

Our Financial Advisor Solutions Team (FAST) creates educational resources and investment tools- leveraging Ares' institutional-caliber content and analytics- to help financial advisors and their clients make knowledgeable investment decisions. To help deliver on that, FAST provides unique insights through asset class, asset allocation and objective-setting consultation, along with analytics to support optimal sizing and funding of private markets investments within total portfolios.

About AccessAres

AccessAres is your source for private markets information. Check out our comprehensive educational content and insights, backed by the extensive expertise of Ares, designed to help you master private markets investing. Visit accessares.com to learn more.

Connect With Us

FPA of Michigan

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