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If you attended the FPA of Michigan 2022 Annual Symposium and did not complete the post-event feedback survey, there is still time! It's simple, just click here. Your feedback is very important to us as it will help us to improve future Symposiums. AND individuals who complete this survey will be entered in a drawing to win a "complimentary" registration to the FPA of Michigan 2023 Symposium.

The post-event feedback survey will close on Friday, October 28th.

FPA MI | NexGen Happy Hour Meet-Up

Thursday, November 3, 2022| *6:00 pm to 8:00 pm| VIRTUAL

Grab your favorite beverage and join us at our November Happy Hour Meet-Up as we learn from one another and build new friendships!  We are excited to welcome Natalie Taylor as our special guest at the November 3rd NexGen Happy Hour Meet-Up. NexGen Happy Hour/Meet Up is open to all financial planning and allied professionals who are "new to their career". We welcome and encourage financial planning students to join us as well! *If you can't join us for the whole time, that's okay . . . jump on/off when you can!

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FPA MI | Women & Finance Knowledge Circle Event

An Open Q & A on Zoom Features and More!

November 9th | 12:00 pm to 1:00 pm | VIRTUAL

Zoom is here to stay:  Interact and engage using Zoom!  Although it is a regular part of how we connect with one another today, it remains challenging to get people to interact and stay engaged! Tools like chat can be distracting, screen sharing can be complicated, and why would someone want to bother using the annotation tools? Let’s explore engagement techniques you can use immediately, while at the same time building your skills with Zoom. 

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FPA MI | Take Aways from the 2022 Dimensional Global Advisory Study

November 29th | 12:00 pm to 1:00 pm | VIRTUAL

Join us for this special presentation when Stephen de Man, Regional Director and Vice President at Dimensional Fund Advisors, will review some of the takeaways from the 2022 Dimensional Global Advisor Study. The focus of the study is on growth, including and excluding market impact, and how advisors can leverage insights in their business. Dimensional conducts one of the largest benchmarking studies in the industry, giving you strategic insight into multiple areas of your business.

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Want to make an impact?

Join a FPA of Michigan Committee!

Are you a member of the FPA who wants to take your influence and authority to the next level? FPA of Michigan committees are looking for your help around topics like NexGen, education, advocacy, pro bono, women and finance and more. Be part of an established, reputable, and friendly FPA of Michigan community that has an eye on the big picture, but also focuses on local Michigan issues. 

It takes nothing more than a small investment of your time, attention and an openness to share your ideas and expertise to make your mark on the cause we all share so passionately – helping our clients here in Michigan.

Our members say volunteering is not just a great way to network, but an incredible career-booster. It’s a talking point for how willing you are to go the extra mile in providing innovative financial planning and financial services for all. 

All Committees are lead by a board-appointed chair and we look for our members to fill the role of committee member. Please take a minute and click here to review the goals of each of the FPA of Michigan committees. If you are interested in learning more about serving on a Committee, please click here.

Please note: If you indicated an interest for learning more about joining a committee on the Symposium post event feedback survey, we will reach out to you shortly.

FPA of Michigan Board of Director Election Ballots will be emailed next week. . . be sure to cast your vote!

Volunteer Opportunity

At Junior Achievement Finance Park

We were contacted by JA finance Park in Detroit. They could use some volunteers to help Rochester High School students at their JA Finance Park located at 577 East Larned Street in Detroit, on November 1 and on November 3 from 8:30-1:30. They are rolling out Finance Park 2.0, and these are their first students for the new school year. Help them make this event great!

To volunteer:

  • Click here to read the Volunteer Brief about the volunteer experience.

If you do volunteer for this event, can you please email Mary at as we like to keep track of our Chapter member's volunteer hours.



Give Back Program


The FPA of Michigan Give Back Program supports financial planning students as they seek to enter the profession and launch their careers. Help us by investing in our next generation of talent.

Connect With Us
FPA of Michigan
Email: | Phone: 248-330-7757 |

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