Below you may download copies of the speaker presentations from the FPA of Michigan 2024 Annual Symposium. Please check back as presentations will be added when they become available.
Thursday, September 26th:
Pre-Conference Session: Evolving Solutions in Long-Term Care Planning
Presented by Derek Archey, CFP®, ALMI, AALU | President
Comprehensive Planning, Inc.
Pre-Conference Session: The Evolving Relationship with Real Estate
No presentation handouts for this session
Presented by Carlin Calcaterra | Managing Director
Co-Head of Ares' Financial Advisor Solutions Teams
Using Artificial Intelligence (AI) in Wealth Management & Financial Planning
Presented by Craig Lemoine | Director of Financial Planning Program
University of Illinois at Urbana-Champaign
Value of Advice: Articulating Your Unique Proposition
No presentation handouts for this session
Presented by Apollo Lupescu | Vice President
Dimensional Fund Advisors
Learning Strategies for Buying or Selling a Practice
Jeff Concepcion, CHFC | Founder and CEO
Stratos Wealth Partners
Technology RoundTable an interactive session
No presentation handouts for this session
Craig Lemoine | Director of Financial Planning Program
University of Illinois at Urbana-Champaign
Estate Planning in the Current Tax Environment
Presented by Derek Archey, CFP®, ALMI, AALU | President
Comprehensive Planning, Inc.
Brett Berg, JD., LL.M., CLU, ChFC | Vice President Advanced Planning
Prudential
Table Topics
No presentation handouts for this session
Darren McCarty
No presentation handouts for this session
Friday, September 27th:
Pre-Conference Session: Unraveling the Market's Political Dance
No presentation handouts for this session
Presented by Dimensional Fund Advisors
Pre-Conference Sessions: Single Stock Gains - AUA to AUM with Option Based Tax Planning
No presentation handouts for this session
Presented by First Trust
The Great Wealth Transfer
Presented by Carlin Calcaterra | Managing Director
Co-Head of Ares' Financial Advisor Solutions Teams
The Soul of Wealth: Where Money Meets Meaning
No presentation handouts for this session
Presented by Dr. Daniel Crosby | Psychologist and Behavioral Finance Expert
Cost Containment Strategies and the Future of Employee Benefits
Presented by Spencer Olson | Benefits Consultant
BHS Insurance
Planning for our Rising Special Needs Population
Presented by Sarah Kirkpatrick, JD and Daniel Blauw, JD
Chalgian & Tripp
Aligning Your Practice with Your Authentic Self
No presentation handouts for this session
Presented by Justin Castelli | Life Planners, Advisor and Creator
RLS Wealth
Advanced Charitable Planning Best Practices
Presented by Ruby Pediangco | Senior Manager, Tax, Trust & Estate
Chris Boyce | Senior Manager | Charitable Consulting
DAFgiving360TM
Coming Back to Reality
No presentation handouts for this session
Presented by Strider Elass | Senior Economist
First Trust
