FPA of Michigan Fall Newsletter Print

    President's Message

    Time sure does fly when you’re having fun! Once again, we are approaching the end of another exciting year at the FPA of Michigan.

    During 2019, the FPA of Michigan held numerous events that gave members various opportunities to network and learn! These events included a Destination Event, Advocacy Day, Women & Finance Knowledge Circle, Breakfast Clubs, Lunch & Learns, NexGen Happy Hours and Study Groups, along with a “complimentary” CFP® Ethics program for current members. FPA of Michigan committees are already hard at work planning more exciting events for 2020. Look for a 2020 calendar of events in the coming months!

    As you know, our largest event each year is our Annual Symposium. Although this year’s Symposium (which was held in September) has come and gone, it was an awesome success! Along with hearing a variety of topics from knowledgeable speakers during the education sessions, attendees enjoyed networking and sharing with their peers, hearing from our Partners showcasing the very latest in financial services, technology and products, and earning some CE’s along the way! A very special thank you to all our Partners as without their support, this annual event would not be possible. If you want to hear what some of the attendees had to say about their experience this year, click here. We were also excited to welcome over 20 financial planning students from GVSU, MSU and CMU to attend the event as our guests! These students were very appreciative for the opportunity as it gave them a chance to network with financial planning professionals, learn a little bit more about the profession and even seek some advice for their future. Click here to see what several MSU students had to say about this opportunity.  

    New in 2020 … We are delighted to announce that in 2020, the FPA of Michigan will host two one-day Symposiums:

    • Thursday, May 14th at the L.V. Eberhard Center in Grand Rapids (Michael Kitces will be joining us as a keynote); and
    • Thursday, September 17th at the Sheraton in Novi (Frank Maselli will  be joining us as a keynote).

    More information will be available in January but in the meantime, be sure to save the dates on your calendar!

    2020 will also bring four new directors to the FPA of Michigan Board: Sandy Adams, Nicole Gopoian Wirick, As'ad Gourani and Colin Overweg. Please help me welcome them!  These four, along with Mary Medonis and George Barnhart, will be attending the OneFPA Chapter Leadership Conference in Denver this November. The CLC provides an opportunity for chapter leaders to come together and learn what it takes to be a successful leader in order to build a successful chapter. This is a great opportunity to learn from and network with other chapter leaders and we are grateful to them for taking the time out of their busy schedules to attend.

    In closing, I want to personally thank each member of the FPA for your dedication to the industry and your many contributions to help those we serve daily. Thanks, and job well done!

    Diane S. Winner
    FPA Michigan
    Chapter President 2019

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    Calendar of Events

    Your FPA of Michigan Education Committee is busy planning the 2020 Calendar of Events. As soon as information is available, it will be posted on our website and you will receive an email.  In the meantime, please be sure to check out our upcoming events planned for November listed below:

    Lansing Breakfast Club
    November 13th • 8:00 am to 9:00 am
    The People's Kitchen • 2722 E. Michigan Avenue in Lansing

    Ann Arbor Breakfast Club
    November 19th • 7:30 am to 8:30 am
    Classic Cup Cafe • 4389 Jackson Road in Ann Arbor

    Lunch & Learn Grand Rapids
    November 19th • 11:30 am to 1:00 pm
    CityFlats Hotel • 83 Monroe Center NW in Grand Rapids

    NexGen Grand Rapids Study Group
    November 20th • 7:30 am to 9:00 am
    Biggby Coffee • 365 Fuller Avenue NE in Grand Rapids


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    FPA of Michigan 2020 Symposiums

    The FPA of Michigan is excited to announce that in 2020,
    we will be having two one-day Symposiums.

    May 14th • L.V. Eberhard Center in Grand Rapids
    September 17th • Sheraton in Novi

    Michael Kitces will be our keynote on May 14th and
    Frank Maselli will be our keynote on September 17th.

    Look for more information in January ... but in the meantime,
    be sure and
    save the dates!

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    FPA News

    FPA of Michigan Members have voted in their new Board Members. Meet your newly elected FPA of Michigan Board Members who will begin their three-year term in January. Read more>


    You're Invited! This year, PCN celebrates 20 years of serving financial professionals with the support needed to optimize time and grow their business. As a proud sponsor of the FPA, you are invited to attend an exclusive half-day event. Read more>


    More Mentors Needed. Are you a seasoned financial professional and a current FPA Member looking to give back to the next generation of financial advisors? If yes, please consider becoming a mentor. Read more>

    Looking for a new hire?  Be sure to check out the FPA of Michigan Job Board for current job postings from employers and recent college graduates. FPA of Michigan members can post employment opportunities at no charge! Read more>

    A New Group Health Plan — Exclusively for FPA Members! The FPA Group Health Plan, created and delivered in partnership with Ryan Insurance Strategy Consultants (RISC), is available exclusively to FPA members, and designed to meet your firm’s health plan needs while minimizing costs. Plans are available in most states for groups of 2-50, with rates approximately 25% lower than comparable ACA plans. You can start saving now! Read more>

    Do You Want to Get Media Queries in Your Inbox? Be a Part of FPA MediaSource! Reporters from around the country are sending out media queries to CFP® professional members of FPA each day. They provide FPA members with a great opportunity to actively engage reporters on the stories they are working on while providing them with an opportunity to build name recognition and awareness! Want to take part? Simply attend the All-Member Virtual Media Training on November 21st at 4 pm ET to take the first step to being part of the system. Register today!

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    Welcome New Members

    We would like to welcome the following new members who recently joined the FPA of Michigan:

    Andrew C. Bos, CFP®
    Jacob Butler
    Lisa Carey, CFP®
    Rebecca Carpenter
    Anthony Curnow
    Steven Davis
    Paul Housey, CPA, CFP®
    Jay Kempf, CFP® , CLTC®, CLU®
    Jodi Krausman, CPA
    Brian Lee
    TJ Mack, FPQP
    Timothy Maurer
    Nick Messer, CFP®
    Mark Recker
    Randy Renker, CFP®
    William Roberts, CFP®
    Wyatt Smith
    Jennie Spurlock, CFP®
    Daniel VandenBerg

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    Membership Milestones

    We would like to acknowledge and thank the following individuals for their commitment to our organization and the financial planning community:

    David Abbs, CFP® - 30 years
    Frank Arvai, CPA, PFS, CFP® - 35 years
    Jesse Bell, CFP®, AIF®, ChFC® - 15 years
    Erickson Braund, CFP® - 10 years
    Michael Ceaser, CFP® - 10 years
    Linda Flower-McCann – 15 years
    Robert Gamache, III, CFP®, CLU, ChFC, MSFS – 10 years
    Thomas Hardy, CFP® - 10 years
    Patrick McCormick, CFP® - 15 years
    Theresa McLelland-Sargent – 20 years
    Jason Moore, CFP®, EA – 10 years
    Minoti Rajput, CFP®, RFG – 35 years
    Kevin Tucholski, CFP® - 10 years
    Gerald Vanderlugt, CPA, CFP®, CVA – 30 years
    Todd Vanderlugt, CFP® - 15 years
    Patricia Walton, CFP® - 5 years
    Glen Young, CFP® - 35 years

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