Don't miss the chance to learn from and collaborate with top industry leaders. Join us for two days of professional development and networking.
This year marks the 25th Anniversary of our Annual Symposium! Join us on October 9th and 10th as we head back to the L.V. Eberhard Center in downtown Grand Rapids. This year's event offers sessions that cater to your goals, expertise, and experience level, giving you a comprehensive understanding of current trends and professional development. You'll have the chance to hear from industry-leading speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance your professional network. By attending, you'll leave with practical strategies, insights, and guidance on how to advance your financial planning career. New this year: Super CE! (6 IAR, 6 Products & Practice Credits)
Speaker Preview!
We are currently putting the finishing touches on an exciting group of speakers and range of topics for this year's event that we have selected based on feedback from our membership throughout the year. Here's a sample of speakers who will be joining us at Symposium 2025!:
- Mark Colaço, CFP® | Regional Director and Vice President of Dimensional's Global Client Group
- Robert Hughes, MBA, IMC | CEO of Hughes Integrated
- Michelle Norris | Owner of Altitude Wellness
- Brian Portnoy, CFA, PhD | Founder of Shaping Wealth and Author of The Geometry of Wealth
- Griffin Bridgers | Independent Estate Planning, Tax, and Wealth Strategist | (recovering) Attorney | Educator
- Heidi King | Education and Partnerships at College Inside Track
- Ben Olsen | Founder and CEO of Beemo Automation
- Jerry Auippa, CRMP | Senior Account Executive at Longbridge Financial, LLC
- And more!
Look for more updates throughout April!
Questions? Contact Sarah at info@fpami.com.