Past Meetings

    NexGen Coffee & Conversation

    August 10, 2017
    7:30 AM - 8:45 AM

    Breakfast Club
    38467 West Ten Mile Road
    Farmington Hills, MI 48335
    http://www.breakfastclubfarmingtonhills.com

    Join us as we discuss "favorite financial blog/podcast/email subscription/information source".

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    NexGen Coffee & Conversation

    August 03, 2017
    7:30 AM - 8:45 AM

    Sundance Grill
    151 Ottawa Avenue NW
    Grand Rapids, MI 49503
    http://www.sundancegrill.com

    Join us as we discuss "favorite financial blog/podcast/email subscription/information source".

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    CFP Test Taker Gathering

    June 19, 2017
    6:30 PM - 8:00 PM

    Applebee's
    47900 Grand River Avenue
    Novi, MI 48374

    Do you know a CFP candidate studying for or taking the exam in the next year?

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    Ethics - Grand Rapids

    June 07, 2017
    12:00 PM - 2:00 PM

    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com

    Join us on Wednesday, June 7th for CFP Ethics.

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    Ethics - Troy

    June 07, 2017
    8:00 AM - 10:00 AM

    The Management Education Center in Troy
    811 West Square Lake Road
    Troy, MI 48098
    http://www.mectroy.com

    Join us on Wednesday, June 7th for CFP Ethics.

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    Ethics - Ann Arbor

    June 06, 2017
    8:00 AM - 10:00 AM

    Holiday Inn - Ann Arbor
    3600 Plymouth Road
    Ann Arbor, MI 48105
    http://www.hiannarbor.com/

    Join us on Tuesday, June 6th for Ethics.

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    Ethics - Traverse City

    June 05, 2017
    12:00 PM - 2:00 PM

    Cambria Hotel & Suites Traverse City
    255 Munson Avenue US 31
    Traverse City, MI 49686
    https://www.choicehotels.com/michigan/traverse-city/cambria-hotels/mi325?source=gyxt

    Join us on Monday, June 5th for CFP Ethics.

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    Birmingham Breakfast Club

    May 23, 2017
    7:30 AM - 9:00 AM

    The Original Pancake House
    33703 Woodward Avenue
    Birmingham, MI 48009
    http://www.originalpancakehouse.com/

    Join us as we discuss "streamlining data collection for prospective clients".

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    NexGen Coffee & Conversation Grand Rapids

    May 18, 2017
    7:30 AM - 9:00 AM

    Sundance Grill
    151 Ottawa Avenue NW
    Grand Rapids, MI 49503
    http://www.sundancegrill.com

    Join us as we discuss "favorite technology solutions for your business"

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    FPA of Michigan Lunch & Learn Grand Rapids

    May 16, 2017
    11:30 AM - 1:00 PM

    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com

    Join us for a presentation on Exit Planning: Strategies to Help Owners Plan a Successful Exit

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    Ann Arbor Breakfast Club

    May 16, 2017
    7:30 AM - 9:00 AM

    Classic Cup Cafe
    4389 Jackson Road
    Ann Arbor, MI 48103

    Join us as we discuss "digging through your inbox… what are your favorite sources for reliable information?"

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    Mix & Mingle

    May 11, 2017
    5:00 PM - 7:00 PM

    BlackFinn of Royal Oak
    530 South Main Street
    Royal Oak, MI 48067
    http://www.blackfinnroyaloak.com/

    We are headed to Royal Oak for our next Mix & Mingle.

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    FPA of Michigan 2017 Advocacy Day

    May 03, 2017
    7:00 AM - 2:00 PM

    Michigan State Capitol
    100 N. Capitol Avenue
    Lansing, MI 48933
    http://capitol.michigan.gov/

    Join us to help build awareness of the FPA with state legislators in Lansing at our 2017 Advocacy Day!

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    NexGen Coffee and Conversation

    May 02, 2017
    7:30 AM - 8:45 AM

    Breakfast Club
    38467 West Ten Mile Road
    Farmington Hills, MI 48335
    http://www.breakfastclubfarmingtonhills.com

    Join us as we discuss "favorite technology solutions for your business".

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    Birmingham Breakfast Club

    April 25, 2017
    7:30 AM - 9:00 AM

    The Original Pancake House
    33703 Woodward Avenue
    Birmingham, MI 48009
    http://www.originalpancakehouse.com/

    Join us as we discuss Business Development Practices.

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    Lunch & Learn Grand Rapids

    April 18, 2017
    11:30 AM - 1:00 PM

    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com

    Join us for a discussion on Social Security.

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    Ann Arbor Breakfast Club

    April 18, 2017
    7:30 AM - 9:00 AM

    Classic Cup Cafe
    4389 Jackson Road
    Ann Arbor, MI 48103

    Join us as we discuss Business Development Practices.

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    Birmingham Breakfast Club

    March 28, 2017
    7:30 AM - 8:45 AM

    The Original Pancake House
    33703 Woodward Avenue
    Birmingham, MI 48009
    http://www.originalpancakehouse.com/

    Join us for breakfast in Birmingham to network and discuss best practices with your fellow financial planners.

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    FPA of Michigan Education Meeting

    March 23, 2017
    8:00 AM - 10:00 AM

    The Management Education Center in Troy
    811 West Square Lake Road
    Troy, MI 48098
    http://www.mectroy.com

    Join us as we discuss Succession Planning - What every advisor needs to know.

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    Lunch & Learn Grand Rapids

    March 21, 2017
    11:30 AM - 1:00 PM

    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com

    The Five Forces Poised to Shape Global Markets

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    Ann Arbor Breakfast Club

    March 21, 2017
    7:30 AM - 9:00 AM

    Classic Cup Cafe
    4389 Jackson Road
    Ann Arbor, MI 48103

    Join us for breakfast in Ann Arbor to network and discuss best practices with your fellow financial planners.

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    NexGen Coffee and Conversation

    March 01, 2017
    7:30 AM - 8:45 AM

    Sundance Grill
    151 Ottawa Avenue NW
    Grand Rapids, MI 49503
    http://www.sundancegrill.com

    Join us for our first NexGen Coffee and Conversation in Grand Rapids

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    Lunch & Learn Grand Rapids

    February 28, 2017
    11:30 AM - 1:00 PM

    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com

    Estate planning is still very relevant if we see an estate tax repeal, but flexibility is the key.

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    Birmingham Breakfast Club

    February 28, 2017
    7:30 AM - 9:00 AM

    The Original Pancake House
    33703 Woodward Avenue
    Birmingham, MI 48009
    http://www.originalpancakehouse.com/

    Join us for breakfast in Birmingham to network and discuss best practices with your fellow financial planners.

    Read More

    Ann Arbor Breakfast Club

    February 28, 2017
    7:30 AM - 9:00 AM

    Classic Cup Cafe
    4389 Jackson Road
    Ann Arbor, MI 48103

    Join us for breakfast in Ann Arbor to network and discuss best practices with your fellow financial planners.

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    Mix & Mingle

    February 07, 2017
    5:00 PM - 7:00 PM

    Arbor Brewing Company
    114 E. Washington Street
    Ann Arbor, MI 48104
    http://www.arborbrewing.com/pub

    The weather outside may be frightful, but a Mix & Mingle is most delightful!

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    Lunch & Learn Grand Rapids

    January 31, 2017
    11:30 AM - 1:00 PM

    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com

    Start the year off with an Economic Update presented by Dr. Paul Isely, Professor of Economics at GVSU

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    NexGen Coffee and Conversation

    January 31, 2017
    7:30 AM - 8:45 AM

    Breakfast Club
    38467 West Ten Mile Road
    Farmington Hills, MI 48335
    http://www.breakfastclubfarmingtonhills.com

    Topic: Professional New Year's resolutions

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    Ann Arbor Breakfast Club

    January 26, 2017
    7:30 AM - 9:00 AM

    Classic Cup Cafe
    4389 Jackson Road
    Ann Arbor, MI 48103

    Join us for breakfast in Ann Arbor to network and discuss best practices with your fellow financial planners.

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    Special Education Event

    January 20, 2017
    1:00 PM - 5:00 PM

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

    Attention financial and wealth advisors with an ambition to have their clients describe their service as differentiated and rare and in doing so, earn top 1% income of $430K annual and up, sustained.

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