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!

Refer New Members, Save On Dues and Help Grow FPA.
 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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