FPA MI | Student Success Summit

    February 05, 2021
    9:00 AM - 4:00 PM

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    Virtual through Zoom


    About the Student Success Summit: The purpose of this complimentary event is to bring together aspiring financial planning students across the state to network and broaden their knowledge about a career in financial planning. The event will offer several education and networking sessions. The day will wrap up with a "virtual career/networking fair" with potential employers. See the full agenda below.


    Students and University Program Directors:  Click here to register.

    Note to Students:  We are giving away tuition scholarships for participating students. If you like to be considered for a scholarship, click here to submit your application.


    Employers who are interested in participating in the "Virtual Career/Networking Fair"
    portion of the event:  Click here for more information or to register.


    (check back for Zoom Links)

    9:00 am:  Keynote Speaker

    Career Experiences and Advice for New Planners
    Keynote Speaker:  Josh Brown, CEO of Ritholtz Wealth Management

    Hosted by Costa Gianiodis, Treasurer and Podcast Host, Michigan State University Wealth Management

    ‘Downtown’ Josh Brown is the CEO of Ritholtz Wealth Management. He founded Ritholtz 7 years ago with partners Barry Ritholtz, Michael Batnick, and Chris Venne, and the firm now manages just under $1.3 billion. Their clients include households, corporations, 401(k) plans and charitable foundations. Josh is the author of ‘Backstage Wall Street’ (2012) co-author of ‘How I Invest my Money’ (2020), a frequent commentator on CNBC and writes a daily blog called ‘The Reformed Broker’. 

    10:00 am:  Breakout Sessions:

    Program Directors Discussion
    Hosted by Stephen Schiestel, CFA and Professor of Practice and Administrative Director
    Michigan State University

    Student Leaders Discussion
    Hosted by Nathan Zolynsky, President of Future Financial Advisors Association at Central Michigan University

    You're a Financial Planner, Now What? Ask Hannah Moore Anything.
    Hannah Moore, CFP®, CFT® of Guiding Wealth will be recoding an episode "You're a Financial Planner, Now What" during this session. Come with your questions to ask Hannah anything!
    Hosted by Stephanie Trexler, CFP® of Golden Goose Wealth Planning

    11:00 am:  Breakout Sessions:

    Starting your Own Firm, Personal Brand/Social Media/Virtual Advisor
    Panel Discussion with Maddy Roche, XY Planning Network Director of Members Services, Colin Overweg, CFP® of Advize Wealth Management and Justin Castelli, CFP®, CIMA® of RLS Wealth Management, LLC
    Hosted by Stephanie Trexler, CFP® of Golden Goose Wealth Planning

    Soft Skills of Financial Planning
    Panel Discussion with Ian Bloom, CFP®, RLP® of Open World Financial Life Planning
    and David Frank, MBA, CFP
    ® of Turning Point Financial Life Planning
    Hosted by Justin Halvorson, Podcast Host and President at Michigan State University Wealth Management Association

    11:30 to 12:00 pm:  Break

    12:00 pm:  Working Lunch

    Future of Financial Planning and Diversity and Inclusion
    Panel Discussion with Nina O'Neal, Partner | Investment Advisor at Archer Investment Manager and
    Renee Baker, Head of PCG Advisor Inclusions Networks at Raymond James
    Hosted by Oscar Garner, III, Director of Recruitment - Michigan State University Wealth Management Association

    1:00 pm:  Breakout Sessions

    Landing your Dream Job
    Discussion with Jesse Lineberry, CFP®, CFP Recruiter at New Planner Recruiting
    Hosted by Mckinnon Strauss, President Financial Management Association EMU Chapter

    How to Pass the CFP Exam
    Discussion with Brett Danko,  Certified Financial PlannerTM
    Mentor, Teacher, Financial Planner - Brett Danko Educational Center
    Hosted by Nathan Zolynsky, President of Future Financial Advisors Association at Central Michigan University

    2:00 pm:  Wrap Up/Quick Overview of Employers participating in open interviews

    2:30 pm:  Open Interviews/Networking

    Click here to see a list of employers who wil be participating
    in the Networking/Open Interview Session

    If you have any questions, please reach out to Mary
    at [email protected] or call (248) 330.7757.


    $0.00 Non-Member

    $0.00 FPA Member