Speaker Presentations

Below you may download copies of the speaker presentations from the FPA of Michigan 2023 Annual Symposium. Please check back as presentations will be added when they become available.

Thursday, October 12th:

Master Class on Life Transitions for Financial Planners:
An inside out view of the human experience of life changing events
Presented by Susan K. Bradley, CFP^®, CeFT^®,
Founder of Sudden Money^® Institutional and Financial Transitionists^® Institute
The Sudden Money Institute Transitions Journal

FAFSA Changes that WILL Impact Your Clients
Presented by Heidi King, Inside College Track
College Inside Track follow-up form

Growth:  Advisor & Client Perspectives
Presented by Mark Colaco, Dimensional Fund Advisors

Conducting and Annual Compliance Review
Presented by Chad Hartwick, COMPLY

Table Topics
No presentation handouts for this session

Friday, October 13th:

Welcome to the New Old Frontier:
Harnessing the Power of Private Markets
Presented by Carlin Calcaterra, Ares Wealth Solutions

Rethinking Retirement Tax Planning for 2023, and Beyond:
Ed Slott's 3-Year Plan to Capitalize on Inflation and Taxes
Presented by Ed Slott, CPA, Ed Slott & Company, LLC

EOS:  An Experience Share
No presentation handouts for this session

First Trust Economic and Market Outlook
Presented by Ryan Schultz, CFA, First Trust

The Truth About the Future of the Financial Advisor
Presented by Matt Reiner, CFA, CFP^® | CEP & Co-Founder | Benjamin