In this issue:

  • Message from the Chapter President
  • Upcoming FPA MI Events
  • Annual Symposium
  • Partner Event with Dimensional
  • Journal of Financial Planning

President's Message - Here’s to a great fall season with FPA of Michigan!


I hope this message finds you well, as we kick off the fall season. For many of us, summers always go by so quickly, but fall is also a wonderful time throughout our great state of Michigan. And we’re excited for what’s coming up in our FPA community over the next couple of months.


First, a big THANK YOU! to everyone that attended and sponsored our 5th Annual Student Success Scholarship Golf Outing this past Friday, September 12th, at Forest Akers West Golf Course in Lansing. In was a beautiful day for golf, connecting with old and new friends, and the opportunity to spend time with college students from Financial Planning programs around the state. Net proceeds from the outing help fund scholarships for future financial planners pursuing degrees at colleges and universities throughout Michigan.

  

Looking forward, the FPA of Michigan’s Annual Symposium is right around the corner! Celebrate the 25th Anniversary of our Annual Symposium on October 9th and 10th at the E.V. Eberhard Center in downtown Grand Rapids. Don’t forget, new this year is a Super CE session with up to 6 credits for Michigan IAR – Product and Practices, 10 credits for CFP, 10 credits for CIMIA, and 17 CE credits for Michigan Insurance. Registration is open. Hope to see you there!

  

Here in September we also have a couple of events to highlight on your calendar:

  • Continuing our education webinar series, our next Lunch & Learn Webinar is scheduled for Tuesday, September 23rd from 12:00 pm to 1:00 pm.  The session will focus on risks and insurance solutions impacting financial advisory practices in today’ regulatory environment, and will feature professionals from Markel’s Financial Institutions Underwriters group.

 

  • Women & Finance Networking Event co-hosted with CFA Society of Detroit on Thursday, September 25th from 5:30 pm to 7:30 pm at Johnny’s Speakeasy in Royal Oak.

 

Nominations for your 2026 FPA of Michigan Board of Directors:

Elections for your 2026 Board of Directors take place in October and nominations are open. We would love to hear from you!  Members, please check your email for the "Call for Nominations" that was sent out Monday, Sept. 15th!

 

I encourage each of you to participate actively in your Michigan FPA Chapter. Whether you volunteer for a committee, attend an upcoming event, or simply share your ideas with us, your involvement is crucial to the collective success of our local and national Financial Planning community.

 

On behalf of the FPA of Michigan Board of Directors, we look forward to seeing you at our next gathering!


Bob Ingram, CFP ®

FPA of Michigan

2025 Chapter President

FPA MI | September Lunch & Learn Webinar

Markel - Insurance for Investment Advisors

Tuesday, September 23rd | 12:00 pm to 1:00 pm | Virtual through Zoom

Markel’s Professional Liability Program is designed specifically for investment advisors, financial planners, and wealth management professionals. Learn more about about customizable, bundled insurance solutions to address the full spectrum of risks faced by firms in today’s regulatory environment. Sponsored by Carrico Maldegen.


FPA MI | Women & Finance Networking Event with CFA Society Detroit

Thursday, Sept. 25th | 5:30 pm to 7:30 pm | Johnny's Speakeasy | Royal Oak, MI

CFA Society Detroit and FPA of Michigan invite you to an evening of connection and conversation! Reconnect with peers, meet new faces, and expand your network while enjoying wine tasting and delicious appetizers.

FPA MI | 2025 Annual Symposium

October 9th and 10th | L.V. Eberhard Center in Grand Rapids

Don’t miss this milestone event filled with learning, inspiration, and connection. We’re thrilled to return to the L.V. Eberhard Center in downtown Grand Rapids for the 25th Anniversary of our Annual Symposium—two dynamic days designed to elevate your professional practice and expand your network. REGISTRATION CLOSES SEPT. 30TH!

Keep the conversations going! Following the day's activities at the Symposium, join us for a relaxed and casual After Hours Social. It’s the perfect chance to unwind, connect with peers, and enjoy a more informal networking atmosphere.


No agenda, no program — just good company and great conversations.


Please RSVP by Sept. 19th to show your interest, so we can plan accordingly. Hope to see you there!

Journal of Financial Planning


The September 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



Linkedin  Instagram  Web