In this issue:

• Message from new Chapter President
• Introducing your 2026 Board of Directors
• Upcoming FPA MI Events
• 6th Annual Student Success Summit - FREE for students!
• CMU Financial Planning Invitational (incl. Career Fair!)
• Journal of Financial Planning

President's Message:

I’m honored and excited to serve as the new President of the FPA of Michigan. This organization has been an important part of my professional journey, and I’m grateful for the opportunity to give back to a chapter that consistently strengthens and elevates the financial planning profession across our state.

Michigan is home to an exceptional community of planners—spanning firm sizes, business models, and career stages. One of my priorities this year is to continue fostering a culture of collaboration, education, and connection that makes FPA of Michigan a valuable home for every member.

A cornerstone of that commitment is our Annual Symposium, which remains one of the premier educational and networking events for financial planners in Michigan. We’re excited about what’s in store for this year, and more details on speakers, location, and registration will be shared soon. I encourage you to keep an eye out for those announcements and plan to join us.

Equally important is our investment in the future of the profession through our NexGen initiatives. By supporting students, career changers, and early-career planners through mentorship, targeted programming, and leadership opportunities, we are helping ensure a strong and vibrant future for financial planning in Michigan.

As we look ahead, I encourage you to attend one of our upcoming events—and bring a colleague with you. Whether it’s a symposium session, a local gathering, or a NexGen event, your participation strengthens our community. Get involved, join the conversation, share your perspective, and help shape the direction of our chapter. We are at our best when we learn from one another, and we are stronger together.

Thank you for your engagement, your volunteerism, and your commitment to ethical, client-centered financial planning. I look forward to connecting with many of you throughout the year.

Warm regards,

Nick Nauta, CFP®

President, FPA of Michigan

FPA MI | NexGen Social Happy Hour

Wednesday, January 21st | 6:00 pm to 7:00 pm | Virtual through Zoom

Kick off the new year with a NexGen Virtual Happy Hour – an easy space to connect, catch up and spend time with fellow NexGen members. Meet new faces and talk through goals for the year ahead, all while building a new network of friends in the industry. Whether you’re joining for the full session or just want to stop by, don’t forget to register via the link!

FPA MI | Student Success Summit 2026 - Registration is open!

Friday, February 6th | 9:00 am to 3:15 pm | Virtual through Zoom

Join us for our 6th Annual Student Success Summit! Climb Together as we inspire and equip the next generation of financial planners!

Learn More

FPA MI | First Sip into FPA - New Member Orientation

Thursday, February 12th | 9:30 am to 10:30 am | Virtual through Zoom

For any new members who joined our chapter in the last six months, or who wasn't able to attend either of our orientations in 2025, attending this event is an excellent way to kickstart your membership with the FPA of Michigan, gain valuable insights, and begin building meaningful connections within the financial planning community.

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FPA MI | Lunch & Learn Webinar

Embracing Longevity Preparedness and the Impacts of Aging

Thursday, February 12th | 12:00 pm to 1:00 pm | Virtual through Zoom

In collaboration with the MIT AgeLab, John Hancock developed the first-of-its-kind Longevity Preparedness Index, establishing a new benchmark for U.S. adults’ readiness to live well in later life. This webinar explores the shift from traditional financial security to holistic longevity planning, evolving aging demographics, and changing client expectations. Learn how addressing multiple domains of longevity can help older adults thrive and enable advisors to build deeper relationships through more meaningful, comprehensive planning conversations. (Sponsored by CPI Insurance Partners)

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FPA MI | Motor City Connections: Networking Night at the Pistons

Wednesday, February 25th | 5:30 pm | Little Caesar's Arena, Detroit

Deee-troit Basketball! Join us and our sponsors for a night out at Little Caesar's Arena in Detroit for the exciting Pistons vs. OKC Thunder game. Arrive at 5:30 p.m. for a hosted cocktail reception. Then at 7:00 p.m. head up to the North End Club where you can continue to mingle and watch the game!

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FPA MI | NexGen Happy Hour with Kyle Kuyat, CFP®

Wednesday, March 11th | 6:00 pm to 7:30 pm | Virtual through Zoom

Join FPA NexGen for a virtual happy hour with Kyle Kuyat, CFP®, Co-Founder at Defining Wealth Partners. Kyle will share perspectives from building an independent advisory practice, including his approach to online marketing, planning fees, and growing a firm in today’s planning landscape - including what’s worked, what he’d do differently, and lessons learned along the way. Make sure to register via the link and bring your questions!

Join FPA of Michigan and host a table at this exciting inaugural event!

Hosted by CMU's Financial Planning Association, this one day event brings together undergraduate financial planning students from universities across Michigan to compete in a real world case study challenge. Financial advisors are invited to attend for a day filled with networking, professional growth, and community. Enjoy breakfast and lunch with peers, sit in on student presentations, and experience the future of financial planning in action. Sponsorships are available, and include the opportunity to take part in the career fair portion of the event. CLICK HERE for more info and to register.

Journal of Financial Planning

The January 2026 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. 



Connect With Us



FPA of Michigan

Email: info@fpami.com | Phone: 734.678.7898 | www.fpami.com