FPA MI - Winter Symposium

    February 25, 2021
    8:00 AM - 12:30 PM

     Add to Calendar

    Virtual through Zoom


    FPA of Michigan Winter Symposium

    When: Thursday, February 25, 2021
    Time: 8:00 am to 12:30 pm
    Where: Virtually through Zoom

    Members - $50.00
    Non-Members: $100.00
    Full-Time Students:  Complimentary

    This event has been approved for 4 CFP CE's


    8:00 am to 8:10 amOpening remarks and announcements

    8:10 am to 9:15 am: Vanguard Economic and Market Outlook
                                      Presented by Josh Hirt, CFA
                                      Economist - Vanguard Investment Strategy Group

    Review current economic and investment trends and their potential risks and implications for the economy, the markets, and your clients. This session also looks at risks to economic growth and at the labor market,monetary policy, and inflation.

    • Get our experts' comprehensive forecast for the global economy and markets in 2021.
    • Learn about the biggest threats to the global economy and markets.
    • Get Vanguard's expectations for growth, inflation, monetary policy and more.

    About the Speaker:  Josh Hirt, CFA, is an economist in Vanguard Investment Strategy Group. He has coauthored research on topics including the global economy, capital markets, and portfolio construction. He helps develop Vanguard's economic and market outlook with a focus on U.S. growth components. Previously, Mr. Hirt was an analyst in Vanguard Fixed Income Group with the Municipal Bond desk, responsible for analysis related to the municipal bond market and risk positioning for Vanguard’s national and state-specific municipal bond funds. Mr. Hirt earned a B.A. from Liberty University and is a CFA® charterholder.

    9:15 am to 9:30 am:  Break 

    9:30 am to 10:45 am: Communicating with Clients in Times of Crisis and Turmoil
                                        Presented by Amy Florian
                                        CEO of Corgenius

    So much has happened in the last year – COVID, racial unrest, natural disasters like wildfires and hurricanes, and intense political turmoil. Stress and anxiety are through the roof, and clients look to their advisors for support and answers. In this session, learn the scientific basis for your clients’ emotional reactions. Discover several key communication skills to employ in times of crisis and unrest, plus two essential documents to encourage clients to complete. Educate yourself on proven expression and self-care techniques that help you, your family, and your clients cope and stay sane through it all, and wrap it all up with a bit of inspiration to send you into the coming year.

    • Learn the six triggers of grief that are coming into play this past year
    • Understand your clients' emotional responses
    • Gain practical skills in communicating with clients in these emotional times in ways that support them while building loyalty and trust.
    • Encourage clients to complete two key documents.
    • Incorporate strategies for health expressional and self-care that can be used peraonlly and recommend to clients.

    About the Speaker: Amy Florian, CEO of Corgenius, combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life.

    An acclaimed speaker and expert, she is author of over 200 articles and two award-winning books, including the financial advisor’s guidebook titled “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. She was named one of the 20 Most Creative People in Insurance and Financial Services for her groundbreaking work, one of the 25 Front Runners and Influencers by Investment Advisor, and an “Influential Woman in Business” from the National Association of Women Business Owners.

    Amy has been quoted or featured in the Wall Street Journal, CNBC, Forbes, MSN Money, the Journal of Financial Planning, Investment News, Wealth Management, and many others.

    She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). Amy taught a graduate class at Loyola University of Chicago for almost 10 years, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and offices nationwide.

    10:45 am to 11:00 am:  Break

    11:00 am to 12:15 pm:  Bringing Out the Best in You and Your Clients:
                                            Coaching Skills for Financial Professionals

                                           Presented by Saundra Davis, MSFP, APFC, FBS
                                           Executive Director, Sage Financial Solutions

    Using hands-on techniques and demonstrations, Saundra will give participants a chance to experience first-hand what a coaching session can look and feel like for clients.

    Program attendees will have the opportunity to learn these core objectives and put them into practice. They will also have time to review what they have learned and make note of areas where improvement is needed:

    • Knowing When to Listen to Your Clients and When to Talk
    • The Continuum of Financial Care and Its Parts
    • Using Powerful & Stimulating Questions
    • Taking Action as a Coach, the Coaching Philosophy, and role of a Coach
    • Take the core essentials of financial coaching and put them into practice
    • The Strengths and Challenges of Coaching

    About the Speaker: Saundra Davis, MSFP, FFC®, FBS® is a US Navy veteran, money mentor, and nationally recognized speaker, educator, and consultant. She holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University (GGU). Saundra is the Founder and Executive Director of Sage Financial Solutions, a San Francisco Bay Area-based organization that develops comprehensive financial capability programs for groups and individuals. She has been an active proponent of building a more inclusive financial planning community and has served on the Financial Planning Association, local and national, pro bono and diversity committees. She is also a founding member of the Financial Therapy Association and a member of the International Coach Federation.

    Saundra holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently a Distinguished Adjunct Professor in the Personal Financial Planning program.

    12:15 pm to 12:30 pm:  Closing Remarks

    Thank you to our Platinum Partner


    $50.00 FPA Member

    $100.00 Non FPA Member

    $0.00 Full-Time Student (Member)

    $0.00 Full-Time Student (Non-Member)

    $0.00 FPA MI 2021 Partner