We are at the half-way point in 2018 and it has been and exciting year thus far! The board and all the committees have been hard at work planning and executing exciting events that have been meaningful to our membership. To date we have provided over 30 education and other focused special events on the east, west, north and south sides of our beautiful state. With that being said, we are seeing many new faces in attendance and are happy to see our members taking advantage of the hard work put forth by the committees.
Chapter President 2018
Do you want to meet with like-minded professionals to share practice management ideas, marketing and other topics to help you grow professionally? If yes, we have several informal events each month for financial planners and allied professionals of all experience levels and business models to meet, network, and share best practices. The meetings are informal, with roundtable discussion on whatever topics attendees wish to discuss. The meetings are open to financial planners and allied professionals of all experience levels and business models. There is no fee to the program other than your food and drink. We welcome FPA members and non-members, so invite your fellow planners and associates. Please register so we can reserve a table large enough for the group.
Ann Arbor Breakfast Club – Classic Cup Café
July 17, 2018
August 21, 2018
Birmingham Breakfast Club – The Original Pancake House
June 26, 2018
July 24, 2018
August 28, 2018
More Events ...
September 27, 2018 (Auburn Hills/Ann Arbor)
Better understand the differences between male and female communication
and tips to help advisors better serve the needs of female clients.
November 7 - 8, 2018 (Novi)
FPA of Michigan 2018 Annual Fall Symposium
Mark Your Calendars ... Watch for more information this summer!
FPA of Michigan NexGens are planning a social mixer in both
Ann Arbor and Grand Rapids later this summer.
Watch for details soon!
FPA MI Lunch & Learn Grand Rapids will start back up in September!
Nominations are open for the 2019 FPA of Michigan Board of Directors. Learn about being part of the strategic team that is leading the FPA of Michigan. To learn more, click here.
The FPA of Michigan has launched a new "Mentorship Program". Earlier this year, the FPA of Michigan began pairing up our members with students studying Personal Financial Planning at various universities in Michigan. The program has taken off and we will be needing more mentors in the Fall. If you are interested in learning more about becoming a mentor (or perhaps you are looking to be mentored), please click here.
FPA of Michigan 2018 Advocacy Day. On March 21, 2018, 9 FPA of Michigan members attended Advocacy Day in Lansing! Along with Karen Nystrom from FPA National, we met with 7 representatives and 5 staffers. At each meeting, we conveyed the strength of the FPA, our membership reach, the pro bono work that is being done and offered our services for consultation on any pending regulations.
We started the day at SBAM where we were briefed on pending issues, including marijuana legalization. Items representatives were concerned about did include the legalization of marijuana, senior issues, college funding and student loans, financial education and retirement funding. Overall this was one of our most successful days in Lansing!
The FPA of Michigan is committed to its members and the continued success of our organization. Therefore, the FPA of Michigan developed the GIVE BACK PROGRAM and has several opportunities to award various scholarships to young planners, college students and career changers who are interested in pursuing a career in financial planning. Click here to learn more.
Allison Muether of Evangelista & Associates received her Bachelor of Science in Business Administration degree (BSBA) from Central Michigan University where she studied Personal Financial Planning. Allison is currently working to attain her Certified Financial Planner™ (CFP®) designation. Her profound passion for financial planning comes from the desire to help define a successful financial future for others.
FPA Coaches Corner Spotlight: “How PR Can Win Financial Planners Business”. Join Mike Byrnes of Byrnes Consulting and FPA Director of Public Relations Ben Lewis for an interactive discussion on building a public relations strategy to increase your personal and business brand awareness. Learn how you can harness the power of public relations in your practice in core areas, including media engagement and social media. You will also be able to get answers to questions about your public relations strategy. This live event will take place on July 12 at 4 p.m. ET. Register now.
We would like to acknowledge and thank you for your commitment
to our organization and the financial planning community:
Paul Anthes, CFP®, CKA® - 35 years
Peter Bender, CFP® - 15 years
Jay Berger, CFP® - 20 years
Mary Davenport-Yant, CFP®, ChFC®, CLU - 10 years
Cynthia Green, CFP® - 30 years
Peggy Hall-Davenport, CFP® - 35 years
Laura Kellmann, CFP® - 5 years
Franklin Moore, CFP®, MS – 25 years
Dale Robinson, CFP®, CLU – 35 years
John Stelman, CFP®, AIF® - 20 years
William Vanover, CFP®, CLU – 25 years
We would like to welcome the following new members
who recently joined the FPA of Michigan:
Michael Ciaciuch, CFP®
Patrick Hannon, CFP®
Adam Hirzel, CFP®
Jeffrey A. Manzella, CFP®, AIF
Colin J. Overweg, CFP®
Stephen M. Schiestel
Gregory A. Sheldon, CFP®
Noel D. Villajuan, JD, CFP®
Christopher J. Viola