In this issue:

• Monthly Webinars
• July Happy Hour
• 4th Annual Student Success Golf Outing
• 2024 Annual Symposium
• Kitces IAR Ethics CE Day
• June Journal of Financial Planning

Monthly Webinars

Did you know that the FPA of Michigan hosts monthly webinars

AND THEY ARE COMPLIMENTARY FOR OUR MEMBERS!

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

Stay at your workstation and experience a virtual presentation with Jerry Auippa, CRMP of Longbridge Financial, LLC. Elderly homeowners own close to $13 Trillion in home equity, and many are struggling with a financial plan that fully funds their lifetime expenses, yet financial advisors often overlook this hidden wealth. Why? In this 1-hour presentation, we take a deep dive into the FHA Home Equity Conversion Mortgage (HECM) and new attractive and low-cost proprietary products to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the largest sources of assets for clients, and reverse mortgages can unlock this hidden wealth in a safe and standardized manner. With new, best interest and compliance standards for financial advisors, the value of considering home equity in the planning process is growing.

Learn More

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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. This presentation has been approved for 1 CFP CE.

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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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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.

SAVE-THE-DATE

Kitces IAR Ethics CE Day 2024 is Coming August 29th! 

Mark your calendars for August 29, 2024! If you're an Investment Adviser Representative (IAR) and want to stay ahead of the game, don't miss the second annual Kitces IAR Ethics CE Day. This event is specifically designed to satisfy the 6 hours of high-quality CE content to help you satisfy your IAR Ethics CE obligations (that have been introduced in 18 states) and CFP Ethics Continuing Education obligations. Registration will open soon! 

Journal of Financial Planning

The June 2024 issue of the Journal of Financial Planning is now available! Read this month's issue to get caught up on the latest trends and cutting edge research in financial planning. 



Connect With Us



FPA of Michigan

Email: info@fpami.com | Phone: 248-330-7757 | www.fpami.com