FPA of Michigan Spring 2018 Newsletter Print

    President's Message

    As I begin my term as your FPA of Michigan President, I would like to start by saying it is an honor to serve the needs of “Our” chapter during 2018. Being actively involved with the chapter for the last four and a half years, I have come to appreciate the value that the National FPA and the FPA of Michigan can and does provide to its members. Your FPA of Michigan board members work very hard developing educational programming and fun activities on your behalf, with the end goal of enhancing the membership experience.

    We understand the geographic challenges of being a statewide chapter. However, small group activities are popping up all over the state and we want more! Events such as Morning Breakfast Clubs, Beers with Peers, Women in Finance and NexGen gatherings all provide opportunities to mentor peers and grow the profession we all love. This is a very exciting time, and we ask and encourage members to reach out to Mary Medonis, our chapter executive, if you would like to learn more and start a small group activity in your area.

    Your involvement is how we will continue to grow our chapter success. With over 500 members statewide and recognized as a top chapter by FPA National, there is an abundance of talent within our ranks that needs to be shared. Being involved can be as simple as sharing your business and life experience while attending our Annual Fall Symposium or an Educational Event, or volunteering to be on a committee. In closing, the theme for the year might just well be “Get Involved, Be Involved” and I would like to personally invite every one of our members to think of how you might accept the challenge. We are stronger when we all work together.

    Looking forward to learning from you!

    Kindest Regards,

    George Barnhart
    FPA Michigan
    Chapter President 2018

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    "Hot" News!

    Is your firm growing and looking for new talent?  The FPA of Michigan wants to try and help you find your next hire!  To learn more, click here.

    Start Getting Media Attention ...
    The slate of 2018 All-Member Virtual Training 
    has been set, so register today!  To learn more, click here.
    Fully Realize the Power of your FPA Membership Now!  Enhance your expertise in financial planning through your FPA membership. Whether you want to learn more about how technology best works together on FPA Connect or engage in an interactive Journal in the Round to evaluate technologies that will have the biggest impact on the profession, you can count on FPA to support your practice. FPA is your one stop shop to discover all you need to know about financial planning and offers a variety of platforms and opportunities to do it. Learn more about FPA and how we can help you!

    Fast Track Your Career with FPA Programs. Take advantage of the variety of resources FPA provides to help new financial planning practitioners develop their skills. Seek guidance and advice from your peers on FPA Activate, join the best and brightest minds of the next generation of financial planners at the 2018 FPA NexGen Gathering, learn more about career paths and how to excel in your career by listening to “You’re a Financial Planner, Now What” podcast series, and gain experience in real financial planning scenarios and build mentor relationships at FPA Residency. FPA is here to help you become your best you. Check out these resources today!

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     The FPA Member-Get-a-Member Referral Program is the definition of a win-win-win situation. Each referral helps FPA move the profession forward by adding new members to our community, and both you and those you refer save on your dues. There's no limit to how many planners you can refer, and thus no limit on how much you can save. To participate, simply complete the form on the referral page of the FPA website!

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    Membership Milestones

    We would like to acknowledge and thank you for your commitment
    to our organization and the financial planning community:

    Nadine Burns, CFP®, MBA, LUTCF - 5 years
    John Broman, CFP® - 10 years
    George Calvert, CFP®20 years
    A. Christopher Engle, CFP®, ChFC®10 years

    Stephen Fisher, CFP®20 years
    Paul Glovick - 10 years
    John Goff, CFP®5 years
    William Haley, CFP®15 years
    Christine Isham, EA, CFP®10 years
    Michael Krencicki, CFP®20 years
    Angela Palacios, CFP®5 years
    Melissa Parkins, CFP®5 years
    Lawrence Raymond, CFP® - 15 years
    Jack Rothenberg, CFS - 10 years
    George Smojver, CFP®5 years
    Laurie Stegenga, CFP®, CPA - 10 years
    Philip Sunderland - 5 years
    James Thorpe, CFP® - 10 years
    Tracey Turko, CFP®15 years
    Sasha Wright, CFP® - 10 years

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    Welcome New Members

    We would like to welcome the following new members

    who recently joined the FPA of Michigan:

    Josh Bitel
    Paul Gjelaj
    Sharon Hooper
    William C. Hullinger, III
    Robert Ingram
    Jeanette Lopiccolo
    Robert Moore, CFP®
    Michael Nemick, CFP®
    James C. Niedzinski, CFP®, AIF®
    John Owens
    Rockne Paige, CFP®
    Jeffrey R. Saunders, CFP®
    Jennifer Schumacher
    Timothy Smith, CFP®
    Alexander Strek, CFP®
    Haley L. Tolitsky
    Marcus Whitelaw, CFP®

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    Calendar of Events

    We have many events planned in the coming months ...

    March 21, 2018
    FPA MI 2018 Advocacy Day
    Join us to build awareness of the FPA with state legislators in Lansing at our 2018 Advocacy Day

    March 27, 2018
    FPA MI Birmingham Breakfast Club
    Join us as we discuss "Succession Planning"

    April 12, 2018
    FPA MI Wixom Area Beers with Peers
    Join us to network and share best practices

    April 17, 2018
    FPA MI Ann Arbor Breakfast Club
    Join us for breakfast to network and share best practices

    April 23, 2018
    FPA MI After Hours Social Gathering
    Join us for a social event with industry professionals

    May 8, 2018
    Economic Update
    Five organizations come together to present this event!

    May 10, 2018
    FPA MI NexGen Grand Rapids Social Gathering
    NexGens are invited to join us for an entertaining evening at X-Golf in Grand Rapids

    May 15, 2018
    FPA MI Lunch & Learn Grand Rapids
    Having the Other Talk:  Helping your Clients Teach the Younger Generation
    about Saving, Spending and Credit

    June 5, 2018
    FPA MI Special Event at the Michigan State Capitol
    Join us for a special day at the Michigan State Capitol

    November 7 - 8, 2018
    FPA of Michigan 2018 Annual Fall Symposium
    Mark Your Calendars ... Watch for more information this summer!

    We are also working on a Tax Planning for the Self- Employed program and a
    Women & Finance Knowledge Circle Event, 
    both being planned for May.
    More information will be available shortly!

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