In 2025, we will continue our monthly Lunch & Learn webinar series. More information on each will be posted below as details are finalized. Check back soon for what we have planned for 2025!
FPA of Michigan Education Committee:
Beth Zilka, Chair
Kelsey Arvai, MBA, CFP®
Brad Gill, CFP®
Jeff Nauta, CFP®, CFA
Jennie Spurlock, CFP®
FPA MI | Lunch & Learn Grand Rapids
Tuesday, December 10th | 11:30 am to 1:00 pm | CityFlats in downtown Grand Rapids
Join us for lunch and a presentation entitled "2024 End of the Year Tax Update". During the presentation, our speakers, Pat Leikert, CPA and Chad Tejchma, CPA, MST of Dolinka, VanNoord & Company, will discuss 2024 year-end tax planning for individuals, small businesses and their owners. Federal and State tax provisions will be presented and discussed along with the basics of estate tax and gifting.
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FPA MI | NexGen Meet-up
Wednesday, January 15th | 6:00 pm to 7:30 pm | Virtual through Zoom
Looking to make new connections and boost your financial planning career? Join us for our upcoming virtual NexGen Meet-Up on January 15th. 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.
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FPA MI | Lunch & Learn Webinar
Thursday, January 16th | 12:00 pm to 1:00 pm | Virtual through Zoom
Stay at your workstation and experience a virtual briefing on the economic developments in the United States and Michigan presented by Martin Lavelle, Principal Business Economist at the Federal Reserve of Chicago's Detroit Branch.
Learn More
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FPA MI | 5th Annual Student Success Summit
Friday, February 7th | 9:00 am to 3:00 pm | Virtual through Zoom
Join us for this complimentary event open to all students pursuing a career in financial planning! Learn from industry leaders who will share insights into the financial planning process. Sessions will cover areas not typically addressed in academic settings, providing a comprehensive understanding of the field. Connect with peers and experts to build relationships that can support your career growth.
Learn More
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FPA MI | 2025 Virtual Career Week
Monday, February 24th through Friday, February 28th | Virtual
The FPA of Michigan Career Development Committee is excited to host its 1st Annual Career Hiring Event during Virtual Career Week, running from Monday, February 24 to Friday, February 28, 2025.
What is Virtual Career Week? Our mission is twofold: to connect candidates with employment opportunities that align with their career goals and to help employers discover exceptional talent to enhance their team. As part of this event, we will provide hiring firms with access to resume books featuring candidates seeking full-time roles and internships. Participating firms will have the flexibility to schedule interviews directly with candidates during Career Week.
Learn More
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PAST EVENTS
FPA MI | NexGen Meet-up
Wednesday, November 13th | 6:00 pm to 7:30 pm | Virtual through Zoom
FPA MI | Women & Finance Knowledge Circle Event: Paint & Sip Social
Thursday, November 7th | 5:30 pm to 8:00 pm | Painting with a Twist in Ferndale, Michigan
FPA MI | November Webinar
Thursday, November 7th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | Individual In-District Meetings with Local Representatives Training
Tuesday, October 29th | 9:30 am to 10:30 am | Virtual through Zoom
FPA MI | Professional Roundtable & Case Study
Wednesday, October 23rd | 8:30 am to 10:00 am | Center for Financial Planning | Southfield
FPA MI | Financial Literacy Training Session
Friday, October 18th | 12:30 pm to 1:30 | Virtual through Zoom
FPA MI | October Networking Happy Hour with 248-Lifeman and EverythingHR
Wednesday, October 16th | 5:00 pm to 7:00 pm | North End Taproom | Royal Oak
FPA MI | October Webinar with Rehmann
Valuation and Succession
Wednesday, October 16th | 12:00 pm to 1:00 pm | Virtual through Zoom
FPA MI | 2024 Annual Symposium
September 26th and 27th | L.V. Eberhard Center in Grand Rapids
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
FPA MI | NexGen Meet-up
Wednesday, September 11th | 6:00 pm to 7:30 pm | Virtual through Zoom
Kitces IAR Ethics CE Day 2024
Thursday, August 29th | Virtual
FPA MI | Women & Finance Knowledge Circle Event with CFA Society Detroit
Thursday, August 22nd | 5:00 pm to 7:00 pm | The Dow in Birmingham, Michigan
First Sip into FPA: FPA of Michigan's Virtual Coffee New Member Orientation
Wednesday, August 14th | 9:30 am to 10:45 am | Virtual through Zoom
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
FPA MI | Whiskey Tasting Social Mixer
Wednesday, July 24th | Time: 5:00 pm to 7:00 pm | The Whiskey Factory | Detroit, Michigan
FPA MI | NexGen Meet-Up
Wednesday, July 17th | 6:00 pm to 7:30 pm | Virtual through Zoom
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
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