FPA of Michigan Fall Newsletter Print

President's Message

I am happy to report 2017 has been a successful year. Allow me to remind you of some of the events that the FPA of Michigan has put on in the course of the last year.

Coming off another record-setting year of attendance for our annual fall symposium in 2016, the FPA of Michigan began in January with a special education workshop with Gary Mitchiner focused on business development. 

As we moved into the spring, we had an excellent turnout for our education meeting in Troy with David Grau on the subject of succession planning. Many of our members chose to take advantage of our Bring a Guest pricing to introduce their colleagues to the benefits of the FPA of Michigan. The Board of the FPA of Michigan encourages all of our members to support the efforts of the FPA by encouraging others to become a member of the premier financial planning organization in the country.

In June we inaugurated our summer ethics CE classes in Traverse City, Ann Arbor, Troy, and Grand Rapids over the course of three days. It is our hope that these events will serve as a boon to our members, along with our ethics program at our annual symposium, allowing them to meet the high standards required as CFP professionals.

Moving into the fall our symposium committee continues to put the finishing touches on the program for our fall symposium scheduled for October 18 and 19th we hope to see many of you there. These major programs exist in addition to our monthly Lunch and Learn meetings in Grand Rapids; Breakfast Club Discussion meetings in Ann Arbor and Birmingham; and NexGen and Women in Finance meetings.

In light of all of the ongoing events in the past year I am also happy to report that as an organization we continue to remain financially viable. We are operating well within the margins established by the Board of Directors and in light of that success the Board of the FPA of Michigan has chosen to maintain our current Membership Dues for 2018. We recognize that our members have a choice when it comes to associations and we’re proud that so many CFP professionals choose to be members of the FPA of Michigan.

The Board of the FPA of Michigan looks forward to continuing to serve the needs of our members. If you have questions or concerns about your experience with the FPA, I encourage you to contact me and will work with you to address those issues.

Matt Ferrara
2017 President
FPA of Michigan

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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: 

Jason Arbetter, CFP® - 5 years
Jonathan Arntz, CF® - 20 years
Elizabeth Baer, CFP® - 15 years
Keith Barr, CFP®, CLU, ChFC - 5 years
Nathan Bohannon, MSF, CFP® - 5 years
Jason Brinks, CFP® - 10 years
Daniel Detloff, CFP® - 20 years
John Ehardt, CFP®, CPA - 25 years
Alan Ferrara, JD - 35 years
Elizabeth Foley, CFP®, CRPC® - 10 years
Savvas Giannakopoulos, CFP®, MBA, EA - 20 years
Douglas Gross, CFP®, MBA - 20 years
Michael Gruley - 5 years
Marilyn Gunther - 35 years
Ronald Humenny, CFP®, CPA PFS, AIF® - 20 years
Anne Karlow, CFP® - 20 years
John Kennedy, CFP® - 10 years
H. Todd Kephart, CFP®, ChFC, CMFC, CRPC - 5 years
Sandra Lax, CFP® - 35 years
Matthew Leskovar, CPA/PFS, CFP® - 5 years
Brian Matthews, CFP® - 15 years
Jennifer Mitchell, CFP® - 30 years
Nicholas Pope, CFP® - 10 years
Keith Southwick, CFP®, CLU, ChFC - 20 years
Patricia Wellman, CFP® - 35 years
Jan Winters, CFP®, JD - 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:

Adrianna Agosta Nichol
LeeAnn Arens, CFP®
Onur Arugaslan, Ph.D.
Brian Cohen
Mike Gagala
Sam Huszczo, CFP®, CFA
Laurie Marshall, CFP®
Nancy Martin
Jeff Musgraves, CFP®
David Roberts, CFP®
Mark Wishka, CFP®
Diane Young

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Welcome New Board Members

Thank you FPA of Michigan Members for taking the time to vote! We would like to welcome the following members who will fill the open seats on the FPA of Michigan 2018 Board of Directors.

Matthew Bowden, CFP®, CLU, ChFC
Stephanie Mushna

Would you like to give back to your profession and become more involved with your FPA of Michigan? Why not join a committee? To learn more about the FPA of Michigan Committees and how you can get involved, please click here.

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Calendar of Events


Upcoming Events!
We have many events planned in the coming months...

 

October 17, 2017
Ann Arbor Breakfast Club

October 18-19, 2017
FPA of Michigan 2017 Annual Fall Symposium
Early Bird Discount Ends October 3rd!

October 24, 2017
Birmingham Breakfast Club

October 30, 2017
Grand Rapids Education Event PLUS Mix & Mingle

November 7, 2017
NexGen Coffee & Conversation (Grand Rapids)

November 9, 2017
NexGen Coffee & Conversation (SE Michigan)

November 30, 2017
Interactive Case Study PLUS Mix & Mingle

January 23, 2018
Women & Finance Knowledge Circle Event

 The CFA Society of Detroit invites the FPA of Michigan Members to their Annual Forecast Luncheon on Friday, November 10th.  For more information, click here.

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FPA MI Fall Symposium

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"Hot" News!

The FPA of Michigan is pleased to offer another great benefit for our members! Whether you are looking for new employment or looking for a new hire, be sure to check out the "Job Posting" section on our website. Anyone can view the ads, but only FPA of Michigan members can place ads. Did we mention there is no charge! To learn more, click here.


Central Michigan University invites FPA of Michigan members to attend Career Night @ CMU on Thursday, October 5th.  The Financial Services Career Night is an event that is held each semester at CMU to bring in various Financial Services firms from the state of Michigan in which they're looking to hire either for full-time opportunities or interns. The event has very unique format that is unlike other conventional career fairs, in which is how we conduct the fair. For more information, click here.


FPA to focus efforts on serving the needs of next generation financial planners. FPA is proud to be the home for financial planning students, young professionals and career changers who are looking to make financial planning their vocation. While several initiatives are in early development with the FPA NexGen community, we have announced a partnership with FPA member and Dallas-based financial planner Hannah Moore, CFP® to produce, market and co-brand the"You're a Financial Planner, Now What?" podcast as a critical next step in connecting the professionals of today with the professionals of tomorrow. Learn more about the partnership!



Refer New Members. Lower Your Dues. Help Grow FPA. Through FPA's Member-Get-a-Member Program, your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save. Visit FPA website now to learn how when you refer a member between September 1 and December 31, 2017, your rewards will double.

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