In 2024, we are planning to hold a Lunch & Learn webinar each month. More information on each will be posted below as details are finalized. Check out below what we have planned so far!
FPA of Michigan Education Committee:
Beth Zilka, Chair
Kelsey Arvai, MBA, CFP®
Brad Gill, CFP®
Jeff Nauta, CFP®, CFA
Jennie Spurlock, CFP®
FPA MI | July Webinar
Understanding the New Dynamics in the Private Investment Landscape
Wednesday, July 17th | 12:00 pm to 1:00 pm | Virtual through Zoom
Stay at your workstation and experience a virtual presentation with Michael Bell, Chief Executive Officer of Meketa Capital and Primark Capital. As one of the top institutional allocators to private market investments in the industry, we will discuss trends throughout the private markets, capital market expectations, and a functional asset allocation framework to equip wealth managers with the education and actionable steps for portfolio implementation.
Learn More
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FPA MI | NexGen Meet-Up
Wednesday, July 17th | 6:00 pm to 7:30 pm | Virtual through Zoom
Join us for our upcoming virtual NexGen Meet-Up on July 17th with Dr. Preston Cherry AFC®, CFT-I™, CFP®. Dr. Cherry is a Ph.D., entrepreneur, coach, and speaker in the world of personal finance. He is also a Founder & President of Concurrent Financial Planning, Head of the Financial Planning Program, and Director of the Charles Schwab Center for Personal Financial Planning at the UW Green Bay with over 15 years of financial services and academic experience.
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FPA MI | Whiskey Tasting Social Mixer
Wednesday, July 24th | Time: 5:00 pm to 7:00 pm | The Whiskey Factory | Detroit, Michigan
Join us for this FPA of Michigan members-only Happy Hour at The Whiskey Factory in downtown Detroit! Enjoy drinks, appetizers and a private, behind-the-scenes tour of the distillery. Learn about the art and science of the distilling process from grain to glass. Your guide will talk history while you sample a range of Detroit City Distillery's small batch spirits, including vodka, gin, and of course...whiskey.
This exclusive members-only event is limited to a maximum of 30 participants, so reserve your spot now! This event will not only be a great time but also an excellent opportunity to strengthen your professional network!
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FPA MI | August Webinar
Current Market Trends Affecting High Net-Worth Individuals
Tuesday, August 13th | 12:00 pm to 1:00 pm | Virtual through Zoom
Stay at your workstation and experience a virtual presentation with Brittaney Shaner, VP, Asst. Midwest Sales & Distribution Leader, and Melissa DeLaCruz, VP Midwest Regional Claim Executive, and Erica Jennewine, AVP, Michigan PRS Sales & Distribution Leader at Chubb. This course discusses the risk and trends that are affecting high net-worth individuals as they consider their personal lines insurance program.
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FPA MI | 4th Annual Student Success Golf Outing
Friday, September 13th | 10:00 am to 6:00 pm | Forest Akers West Course in E. Lansing
Bring your clients and co-workers and enjoy 18 holes of golf at Forest Akers West Golf Course at MSU in East Lansing. Carts, lunch, beer and soda will be available on the course. Afterwards, join us for dinner! All income from this event will be allocated to future financial planners through the FPA of Michigan scholarship program. Because we invite students to participate at the outing, this is also a great opportunity to meet and network with students entering the profession!
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FPA MI | 2024 Annual Symposium
September 26th and 27th | L.V. Eberhard Center in Grand Rapids
Don't miss the chance to learn from and collaborate with top industry leaders. Join us for two days of professional development and networking. Join us on September 26th and 27th as we head back to the L.V. Eberhard Center in downtown Grand Rapids for the FPA of Michigan 2024 Annual Symposium. 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 keynote and breakout 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.
Learn More
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PAST EVENTS
FPA MI | June Webinar
Is Today's Older Homeowner Sitting on a Gold Mine?
Thursday, June 20th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Women & Finance Knowledge Circle Pickleball Social Mixer
Wednesday, May 22nd | 6:00 pm to 9:00 pm | Ann Arbor, Michigan
FPA MI | Professional Roundtable & Case Study
Wednesday, May 22nd | 8:30 am to 10:00 am | Southfield, Michigan
FPA MI | NexGen Meet-Up
Wednesday, May 15th | 6:00 pm to 8:00 pm | Virtual through Zoom
FPA MI | May Webinar
Delegated, Directed and Divided Trustees -- Collaborating to Retain Clients Across Generations
Wednesday, May 15th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | April Webinar
Not All Cyber Insurance Is Created Equal
Tuesday, April 30th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Lunch & Learn Grand Rapids
What it Takes to Buy a Home (or Second Home) in West Michigan Today
Tuesday, April 23rd | 11:30 am to 1:00 pm | CityFlats Hotel
FPA MI | March Lunch & Learn Webinar
Fraud Prevention/Cybersecurity: Latest Best Practices to Strengthen Your Program
Tuesday, March 19th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up
Thursday, March 14th | 6:00 pm to 8:00 pm | Virtual through Zoom
FPA MI | February Happy Hour
Thursday, February 29th | 5:00 pm to 7:30 pm | Union Rec in Ann Arbor
FPA MI | Lunch & Learn Grand Rapids
Tuesday, February 27th | 11:30 am to 1:00 pm | CityFlats in downtown Grand Rapids
FPA MI | February Lunch & Learn Webinar
Understanding Today's Annuity Market
Tuesday, February 13th | 12:00 pm to 1:00 pm EST | Virtual through Zoom
FPA MI | 4th Annual Student Success Summit
Friday, February 9th | 9:00 am to 3:00 pm | Virtual through Zoom
FPA MI | NexGen Meet-Up
Thursday, January 18th | 6:00 pm to 8:00 pm | Virtual through Zoom
FPA MI | January Lunch & Learn Webinar
Update on U.S. and Michigan Economies
Thursday, January 11th | 12:00 pm to 1:00 pm | Virtual through Zoom
Past events held in 2023:
FPA MI | Lunch & Learn Grand Rapids
Tuesday, December 5th | 11:30 am to 1:00 pm | CityFlats Hotel in downtown Grand Rapids
FPA MI | NexGen Meet-Up
Thursday, November 9, 2023 | 6:00 pm to 8:00 pm | Virtual
FPA MI | Women & Finance Knowledge Circle Event
Thursday, November 9, 2023 | 12:00 pm to 1:00 pm | Virtual
FPA MI | Professional Roundtable & Case Study
Wednesday, November 1, 2023 | 8:30 am to 10:00 am | Live in Southfield
FPA MI | 2023 Annual Fall Symposium
Thursday, October 12th and Friday, October 13, 2023 | Downtown Grand Rapids
FPA MI | 2023 Talent Connection
Tuesday, October 3rd | 4:30 pm to 6:00 pm | Virtual
FPA MI | Women & Finance Knowledge Circle Event
Thursday, September 28th | 5:00 pm to 7:00 pm | Hazel's in Birmingham
FPA MI | NexGen Meet-Up
Thursday, September 14th | 6:00 pm to 8:00 pm | Virtual
FPA MI | 3rd Annual Student Success Scholarship Golf Outing
Friday, September 8th | 8:00 am to 1:00 pm | Forest Akers at MSU in East Lansing
FPA MI | Breakfast & Learn Traverse City - CANCELLED
Thursday, August 31st | 8:30 am to 10:00 am | Hotel Indigo in Traverse City
FPA MI | Lunch & Learn Grand Rapids
Wednesday, August 30th | 11:30 am to 1:00 pm | CityFlats Hotel in Grand Rapids
FPA MI | Kalamazoo Advisors Social Hour
Wednesday, August 23rd | 4:00 pm to 6:00 pm | Bell's Brewery in Kalamazoo
FPA MI | Lunch & Learn Plymouth
Thursday, July 27th | 11:30 am to 1:30 pm | FIVE Steakhouse in Plymouth
FPA MI | Education Event/Happy Hour Grand Rapids
Wednesday, July 26th | 4:00 pm to 6:00 pm | CityFlats Hotel in Grand Rapids
FPA MI | Lunch & Learn Troy
Thursday, July 13th | 11:30 am to 1:30 pm | Cooper's Hawk Winery & Restaurant in Troy
FPA MI | NexGen Meet-Up
Thursday, July 13th | 6:00 pm to 8:00 pm | Virtual
FPA MI | Achieve our 2023 IAR CE requirements with the two-day virtual COMPLY workshop
Tuesday, June 27th and Wednesday, June 28th | 8:45 am to 4:30 pm EST | Virtual
FPA MI | Women & Finance Knowledge Circle Happy Hour
Thursday, June 22nd | 4:00 pm to 7:00 pm | Homes Brewery Campus in Ann Arbor
FPA MI | Lunch & Learn Grand Rapids
Thursday, June 15th | 11:30 am to 1:00 pm | CityFlats in Grand Rapids
FPA MI | 2023 Advocacy Day
Wednesday, June 7th | 8:30 am to 1:30 pm | Michigan State Capitol
FPA MI | Professional Roundtable & Case Study
Wednesday, May 24th | 8:30 am to 10:00 am | Southfield, Michigan
FPA MI | Women & Finance Knowledge Circle Event
Tuesday, May 23rd | 10:00 am to 1:00 pm | Topgolf in Auburn Hills
FPA MI | NexGen Virtual Meet-Up
Wednesday, May 17th | 6:00 pm to 8:00 pm | Virtual
FPA MI | Women & Finance Knowledge Circle's Coffee Café @ Zoom
Wednesday, May 17th | 9:30 am to 10:00 am | Virtual
FPA MI | Kalamazoo FPA Advisors Social Hour
Tuesday, May 16th | 4:00 pm to 6:00 pm | Brick + Brine in downtown Kalamazoo
FPA MI | Welcome to the New Old Frontier
Wednesday, May 3rd | 12:00 pm to 1:00 pm | Virtual
FPA MI | Lunch & Learn Grand Rapids
Wednesday, April 26th |11:30 am to 1:00 pm | CityFlats Hotel
FPA MI | Women & Finance Knowledge Circle's Coffee Café @ Zoom
Wednesday, April 19th | 9:30 am to 10:00 am | Virtual
FPA MI | Women & Finance Knowledge Circle's Coffee Café @ Zoom
Wednesday, March 15th | 9:30 am to 10:00 am | Virtual
FPA MI | NexGen Virtual Meet-Up
Wednesday, March 15th | 6:00 pm to 8:00 pm | Virtual
FPA MI | Professional Roundtable & Case Study
Wednesday, February 22nd | 8:30 am to 10:00 am | Center for Financial Planning in Southfield
FPA MI | Lunch & Learn Southeast Michigan
Economic Update presented by Martin Lavelle
Wednesday, February 8th | 11:30 am to 1:30 pm | Mitchell's Fish Market in Livonia
FPA MI | Lunch & Learn Grand Rapids
Economic Update presented by Dr. Paul Isely
Tuesday, February 7th | 11:30 am to 1:00 pm | CityFlats downtown Grand Rapids
FPA MI | 2023 Student Success Summit
Friday, February 3rd | 10:00 am to 3:00 pm | Virtual
FPA MI | Education Webinar
How SECURE 2.0 Impacts Clients
Tuesday, January 31st | 9:30 am to 10:30 am | Virtual
FPA MI | Pro Bono Training
Tuesday, January 24th | 12:00 pm to 1:00 pm | Virtual
FPA MI | NexGen Happy Hour Meet-Up
Thursday, January 19th | 6:00 pm to 8:00 pm | Virtual