In this issue:

• Upcoming FPA MI Events
• Mentors Needed! Sign up by Friday, April 4th
• March Journal of Financial Planning

FPA MI | Networking Happy Hour - A FEW SPACES LEFT!

Wednesday, April 2nd | 5:30 pm to 7:30 pm | Vinology in Ann Arbor, MI

Join us for a sommelier-led wine tasting with food pairings, as you mix and mingle with fellow FPA members in the enchanting Bubble Room at Vinology Restaurant in Ann Arbor.

FPA MI | April Lunch & Learn Webinar: Financial Strategies to Pay for College & the Strategic Use of Student Loans

Wednesday, April 9th | 11:45 am to 12:45 pm | Virtual through Zoom

Join Heidi King from College Inside Track for an overview of how you can help your clients develop a family philosophy and budget for college, educate them on how different student loans and scholarships work, and review the major financial aid changes that are taking place in 2025. (Please note the earlier than usual start time at 11:45 am)

FPA MI | May Lunch & Learn Webinar: World in Motion: The Economics of Global Affairs

Tuesday, May 13th | 12:00 pm to 1:00 pm | Virtual through Zoom

Join Eric Shimp, Vice President of International Government Relations at Principal Financial Group, and gain a better understanding of the impacts of domestic and foreign economic policies on retirement planning, investment decision making and global financial institutions both at a corporate and a sovereign level.

FPA MI | NexGen May Meet-Up

Wednesday, May 14th | 6:00 pm to 7:30 pm | Virtual through Zoom

Join us for our upcoming virtual NexGen Meet-Up on May 14th. Use this event as an opportunity to connect with fellow advisors, share insights, and discuss strategies for taking your career to the next level. Whether you’re just starting out or looking to accelerate your growth, this event is for you.

Are you an FPA Member looking to make a difference?

Mentors Needed! Sign up by Friday, April 4th!

One of the best parts of the financial planning profession is the collaborative culture that exists within the industry. Often, we hear stories of altered career paths or lifelong friendships resulting from an introduction at a conference or other industry event. The FPA of Michigan desires to participate in promoting collaborative and supportive relationships for the next generation of industry talent and to do this, we have created the FPA of Michigan Mentorship Program. 

The goal of the Mentorship Program is to connect FPA Members with students who aspire to pursue a career in financial planning. The program allows the mentor to provide the mentee with “real world” advice and educate them on the different career paths available to financial professionals. Mentees will look to their mentors as a sounding board as they begin to navigate their financial planning careers. 

Mentors and mentees will meet in-person or remotely three times between April and October and mentors will be invited to the student’s final capstone financial planning presentations at their schools. If you're interested in learning more about the program, click here to learn the next steps!

If you're ready to sign up to be a Mentor, CLICK HERE!

For questions about the program, please email Nathan Zolynsky, Chair of the Career Development Committee.

Journal of Financial Planning

The March 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