2018 Annual Fall Symposium

    November 07, 2018 8:00 AM to November 08, 2018 5:00 PM
     Add to Calendar

    Sheraton Hotel in Novi
    21111 Haggerty Road
    Novi, MI


    FPA of Michigan 2018 Annual Fall Symposium
    Early Bird Discount Ends October 12th!

    When:  November 7th and 8th
    Where:  Sheraton Novi

    Click here for Symposium Program and Registration Information!

    We are excited to introduce James Fleming as our keynote speaker.  James served in the US Army for over 20 years and held numerous positions with the Special Operations Community, culminating in an assignment to the Army's only premier national Command Authority directed Special Mission Unit, Delta Force. James presentation "Commitment to Excellence" will consist of a story that will provide insight in the level of selfless commitment that exists within the Special Operations community. He will illustrate what it means to be totally committed to what we do as professionals and he will examine the foundation of this commitment. Upon conclusion, the audience will have a clear understanding of how selfless commitment can be used by financial advisors to potentially increase their client base!

    Subjects on this year's Symposium Agenda also include:

    Guide to the Markets

    Helping Clients Navigate Alternative College Planning

    How to Profitably Grow Your Business Without Angst or Chaos

    Asset Protection as Part of Your Client's Financial Plan

    How to Choose a Tech Stack that Saves Time Instead of Costing Time

    A Fiduciary Approach for Clients with Dementia

    Why Responsible Investing Matters:  An Introduction to ESG

    The 10X Advisor Challenge:  5 Keys to Building a Business that Grows

    Utilizing Insurance in a Fee-Only Practice

    Women have Absolute Veto power - How to Win in the Women's Market

    Federal Tax Update for the Financial Planning Professional

    The Value of Professional Advice

    The Four Pillars of Investor Misbehavior

    Using Alternatives with a Purpose

    Professional Ethics for Financial Planners

     The goal of this event is to help professionals advance their careers
    in the financial planning profession by providing insight into
    current trends, advanced educational sessions and professional development.