Weekly Email Week of September 20th

Upcoming Events Take a few minutes to learn about what we have planned!

Talent Connection Wednesday, October 6th 4:30 pm to 6:00 pm | Virtual Join us as we bring together Financial Planning students and employers looking to add new talent to their firm. This informal virtual speed dating session is a great opportunity for students and veteran advisors to get to know each other in a relaxed small group setting.  Learn More

Fall Symposium Tuesday, October 19th 8:00 am to 12:30 pm | VIRTUAL Join us for this half-day event full of expert speakers and timely topics! Meera Pandit of J.P. Morgan Asset Management will discuss "Investing through the Recovery". We are also excited to hear Leon LaBrecque present "Biden's Tax Proposals: What's Next"? Learn More

Why and How to Have Medicare Conversations with your Clients Wednesday, September 29th 12:00 pm to 1:00 pm | Virtual Ten thousand Baby Boomers are turning 65 every day in America, and this will continue over the next ten years. Nearly all of them will be required to make an important decision regarding their healthcare - one that will encourage them to connect with their trusted financial professionals for guidance and support. The convergence of health and wealth is happening NOW.  Learn More

NexGen Happy Hour Wednesday, October 13th 6:00 pm to 8:00 pm | VIRTUAL At our October Happy Hour, we welcome guest speaker, Thomas Kopelman. Thomas will lead us in a discussion on serving millennial clients and how to create content.  Thomas is a financial planner, co-founder of AllStreet Wealth, as well as a: ▪ Blogger ▪ Podcaster ▪ Content Creator ▪ Top 23 Millennial Financial Advisor by Business Insider 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 us as well!  Register Here

Leverage Vanguard's Advisors Alpha to grow your business with the next generation Thursday, October 14th 10:30 am to 12:00 pm | VIRTUAL Come join us and learn how to utilize a holistic planning process to strengthen relationships with your clients and their heirs.   Learn More

Northern Trust presents "ESG 101 and Bourbon" Thursday, October 28th 4:00 pm to 5:30 pm | VIRTUAL Join us for this unique two-part event! During the first hour, Sharee Hassan, Sustainable Investing Specialist at Northern Trust Asset Management, will present "ESG 101: What Every Advisor Needs to Know". During the remaining time, we will have a “virtual" Bourbon Tasting! Register before October 15th, and you will recipe a tasting kit designed to walk you through the first steps in the education of our palate! Learn More

Women & Finance Fall Book Club Tuesday, November 9th 12:00 pm to 1:00 pm | VIRTUAL Join the discussion! At our Fall Book Club, we will be discussing "Advice that Sticks: How to give financial advice that people will follow". AND WE ARE THRILLED TO ANNOUNCE THAT THE AUTHOR, DR. MOIRA SOMERS, WILL BE JOINING OUR DISCUSSION! Sign up soon as the first 20 members who register will receive a "complimentary" copy of the book! Learn More

Click here to learn how you can become a mentor

As students return to college, more mentors needed! The FPA of Michigan has developed advantageous relationships with several universities in Michigan which offer personal financial planning curriculum. As a result of these relationships, the FPA of Michigan introduced the Mentorship Program. The goal of the Mentorship Program is to connect FPA Members with students who aspire to pursue a career in financial planning. 

FPA of Michigan Partners

Thank you to our Partners for everything you do for our Chapter! We invite all members to take a moment to reach out to our Partners as they would love to talk with you. Go to our website at www.fpami.com and scroll to the bottom for contact information for our great Partners!

FPA of Michigan Platinum Partner Vanguard is offering a Free Virtual Webinar: "Live webcast: Are ETF trends signaling what's next for fixed income?". This webinar will be held on October 5th at 2:00 pm EST. For more information or to register, click here.

Thank you FPA of Michigan Platinum Partners!

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Thank you FPA of Michigan Gold Partners!

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Thank you FPA of Michigan Silver Partners!

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Connect With Us Email: [email protected] | Phone: 248-330-7757 | www.fpami.com ‌ ‌ ‌ ‌