In this issue:

• President's Message
• August Monthly Webinar
• Virtual Coffee New Member Orientation
• Women & Finance Circle Event with CFA Society of Detroit
• 4th Annual Student Success Golf Outing
• FPA of Michigan 2024 Annual Symposium
• Kitces IAR Ethics CE Day
• July Journal of Financial Planning

President's Message:

I hope this message finds you well as we embark on the midsummer month of July. Aside from being the time of year to enjoy lots of popsicles and ice cream, it’s a time of mid-year reflection and action for our FPA community, and I'm pleased to share some updates and thoughts with you.

From NexGen's recent hosting of sought-after speaker Dr. Preston Cherry AFC®, CFT-I™, CFP®, our monthly virtual lunch and learn webinars, and our recent Women and Finance Pickleball Event, I want to express my gratitude to all of you who were able to attend with your presence and enthusiasm to make these events great. 

Looking ahead, we have several events planned for the remainder of this year (with more to be added!) that aim to enhance member engagement and foster even stronger connections within our financial planning community; registration is now open for the following events:

• Monthly Webinars! We are currently holding monthly webinars each month, hosted by our Connecting Partners. Click here to learn about our August Webinar hosted by Chubb entitled "Current Market Trends Affecting High Net-Worth Individuals. These webinars are complimentary for our members!

• Need RIA CEs? We are partnering with Kitces for their IAR Ethics CE Day, providing continuing education for 6 of your 12 RIA Continuing Education Credits and CFP Ethics, too! For more information or to register, click here.



• 4th Annual Student Success Scholarship Golf Outing! 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. For more information or to register, click here.

• FPA of Michigan Annual Fall Symposium! Our symposium committee has been diligently planning another great symposium this fall in Grand Rapids. For more information on this event and the great line-up of speakers, click here.

I encourage each of you to participate actively in your Michigan FPA Chapter. Whether you volunteer for a committee, attend an upcoming workshop, or simply share your ideas with us, your involvement is crucial to the collective success of our local and national Financial Planning community. The goal is to make this profession better tomorrow than it is today.

On behalf of the FPA of Michigan Board of Directors, we look forward to seeing you at our next gathering.

Best to you,

Julie E. Hall, CFP®, CFT-I ™, MSF

FPA of Michigan 2024 President

Monthly Webinars

Did you know that the FPA of Michigan hosts monthly webinars

AND THEY ARE COMPLIMENTARY FOR OUR MEMBERS!

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, Midwest Asst. 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. 

Learn More

Here's a breakdown of what you can expect:



• Tell Us About You: You'll have the opportunity to share a bit about yourself, your background, and what brought you to join the FPA of Michigan. 
• Introduction to Fellow New Members: This is a chance to connect with other new members who are also embarking on their journey with the FPA of Michigan. Networking with peers can provide support and potential collaborations in the future. 
• Understanding Member Benefits: Discover the wide range of benefits and resources that the FPA offers its members. These include practice support, educational learning opportunities, professional development resources, access to industry insights through advocacy, and excellent networking opportunities, all of which are designed to support your career growth in financial planning. 
• Meet Board Members: Interacting with board members allows you to understand the leadership structure of the FPA of Michigan. Board members often have significant influence on the organization's direction and can provide valuable insights into the industry and profession. 
• Committees and Initiatives: Explore the various committees within the FPA and learn about their ongoing initiatives. Committees are crucial for driving specific agendas within the organization and joining one can provide you with opportunities to contribute actively to the profession and network with like-minded professionals. 
• Upcoming Events: Stay informed about upcoming events hosted by the FPA of Michigan. These events could range from educational seminars and workshops to social gatherings and networking events. Participating in these activities can enhance your knowledge base, expand your professional network, and keep you updated on industry trends.

Overall, attending this orientation is an excellent way to kickstart your membership with the FPA of Michigan, gain valuable insights, and begin building meaningful connections within the financial planning community. If you have any more questions about what to expect or how to prepare, feel free to ask!



Click here to register

Your membership committee,

Adam Finch

Julie Hall

In this special collaboration event, please join the FPA of Michigan and the CFA Society Detroit for an opportunity to catch up with your colleagues! 

Network and mingle while enjoying drinks and appetizers, connecting with your peers, colleagues, and the area's top deal professionals!

FPA of Michigan 2024 Annual Symposium

Early Bird Rate Ends July 31st!

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. For more information or to register, click here. 

Journal of Financial Planning

The July 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