Interactive Case Study PLUS Mix & Mingle

    November 30, 2017
    1:45 PM - 5:00 PM

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    Hyatt Place at the Suburban Collection Showplace
    46100 Grand River Avenue
    Novi, MI 48374

     The FPA of Michigan invites you to attend an 


    Case Study Topic:  Uncovering the Hidden Strategies 

    Location:  Hyatt Place at Suburban Collection Showplace
    46100 Grand River, Novi, MI 48374

    Date:  November 30, 2017

    Registration:  1:45 pm
    Case Study:  2:00 pm to 4:00 pm

    *Mix & Mingle:  4:00 pm to 5:00 pm

    Cost:  $25/Attendee
    NexGens take an additional $10 discount by using discount code NEXGEN10 

    About the Case Study:  Join us as we collaborate in small groups to discuss how to “uncover the hidden strategies” as we follow John and Bill, who own a business together. Some items we will discuss include the following: 

    • Tax Planning: The business is taxed as an S Corp.
    • Business Planning: Planning for their children to take over the business in the future so it remains a family-owned business.
    • Retirement Planning: The business makes up a significant portion of each of their estates, and neither of them has done a good job saving for retirement.
    • Estate Planning/Insurance Planning: How to protect their spouses in the event of ether's untimely death.

    When registering, please indicate if you are a:

    •  Financial Planner
    •  Estate Planning Attorney
    •  Insurance Professional
    •  Tax Professional
    •  Other:  Please specify

    *Be sure to plan on joining us after the Case Study for a Mix & Mingle. This is a unique and fun opportunity to connect and collaborate with fellow FPA members and other financial professionals. Light appetizers and a cash bar will be provided.  The event promises to be full of great conversation!


    $25.00 FPA MI Member

    $25.00 Non-FPA Member