FPA of Michigan Winter Newsletter Print

    President's Message

    I am honored to serve as President of the FPA of Michigan in 2019 and am excited for all that will take place this upcoming year. Changes will be coming in 2020 with the adoption of the One FPA Initiative; it is my goal, that we prepare for this transition together.

    Our Board Members graciously share their talents and expertise in order to expand the scope of our organization. Please, join me in thanking Fernando Ortiz, Matt Ferrara and Pat Newcombe for their service, and welcoming Diane Young and Del Wensley to the community. We recognize the contributions of our members are of lasting value to the FPA of Michigan. A very special thank you to our outgoing President, George Barnhart, for challenging member involvement in 2018, we are truly stronger when we all work together.

    Through your involvement, we have seen the emergence of small group activities. In 2019, we are looking to expand our monthly breakfast clubs in Lansing and Grand Rapids, create more opportunities for our Women & Finance group, offer more Lunch & Learn events in Grand Rapids, as well as monthly Beers with Peers events in Novi/Wixom. The Education Committee is also planning a destination event for late Spring!

    It is exciting to see the future of the FPA, our NexGen groups, meet in Grand Rapids, Troy, and Ann Arbor. Through the success of our new Mentorship program, we have paired more than 20 members with students at both CMU and MSU!

    Also mark your calendars for the 2019 Fall Symposium, which will be held September 11th and 12th at the Sheraton in Novi. Our tremendous partners are integral in making this a great event for everyone who attends. Check out this link for more information about connecting with members at the symposium and how attending can impact your success: https://www.youtube.com/watch?v=VXb0iGIGC94&t=7s.

    CFP Ethics will be held in SE Michigan, Grand Rapids and Traverse City this March. While still not exciting, this event is complimentary to current FPA members.

    Our mission is to elevate our vocation by fostering professional relationships. Through FPA of Michigan, I have built business connections and personal friendships amongst professionals, I otherwise would not have met. The FPA is your professional home and provides a great atmosphere to meet new colleagues. With your help as actively engaged members, we can contribute to a community that I am proud to be a part of professionally.

    This year, I encourage you to become more involved - you might be surprised at the connections that you’ll develop.  Whether you attend a small group event, the Symposium, or participate in a committee – the FPA of Michigan is what you want to make it.

    I look forward to meeting you!

    Best,

    Diane S. Winner
    FPA Michigan
    Chapter President 2019

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    Calendar of Events

    BEERS WITH PEERS
    February 5th - Ascension Brewing Company in Novi

    BREAKFAST CLUB
    February 19th - Ann Arbor

    February 26th - Troy (New Location!)
    We are also working on starting Breakfast Clubs in Lansing, Midland, Flint and Grand Rapids!


    ETHICS
    March 20th - Southfield

    March 27th - Grand Rapids
    Date TBD - Traverse City

    LUNCH & LEARN GRAND RAPIDS
    February 14, 2019 - Grand Rapids

    NEXGEN STUDY GROUP
    February 5th - Ann Arbor

    February 6th - Grand Rapids
    February 13th - Troy

    WOMEN & FINANCE KNOWLEDGE CIRCLE
    May 16th - Southfield

    FPA OF MICHIGAN 2019 ANNUAL FALL SYMPOSIUM
    September 11 - 12th - Novi


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    FPA News

    More Mentors Needed. MSU has announced the start of a new CFP program. As a result, we need additional volunteers to mentor students. Would you like to give back to the profession? 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>

    Ryan Insurance and FPA are opening a special Open Enrollment period for Group Long-Term Disability (LTD) insurance. For a limited time, Feb. 1-18, FPA members are guaranteed acceptance* for LTD coverage regardless of medical history. Read more>


    Will you join us? 
    The Foundation for Financial Planning and our grantees, including the Financial Planning Association and the nonprofit Family Reach, have come together to power efforts that match at-risk cancer patients and families to volunteer CFP® professionals. Read more>

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    Membership News

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    Welcome New Members

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

    Kristi Delongchamp
    Tim Gilder, CLU
    Edmund Jones
    Andrea C. Kotch Duda, CFP®
    Eldon M. McCabe
    Judith K. McCammon
    Michal Mikrut
    Irene Okon
    Leslie Persin
    Deborah Purcell, MBA
    Michael Rudy, EA, CFP®
    Anthony Smith
    Del Wensley
    Anastsia Wiese, J.D., CFP®
    James Wilhelm
    Dennis R. Witherspoon, Ph.D., CFP®

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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:

    Bonnie Anderson, CFP® - 20 years
    Matthew Chope, CFP® - 20 years
    John Faber, CFP® - 20 years
    Geraldine Mayer, CFP® - 20 years
    Michael McCarthy, CFP® - 25 years
    Karen Norman, CFP® - 25 years
    Michael Rachor, CFA,CPWA,CPA – 35 years
    Michael Robinson, CFP® - 20 years
    John Ross, CFP® - 30 years
    John Schaefer, CFP® - 20 years
    Jeffrey Williams, CFP®, CIMA®, CPA/PFS – 15 years
    John Williams, CFP® - 5 years
    Martha Williams, CFP®, CRPC® - 5 years
    Timothy Wyman, CFP®, JD – 20 years
    Terrie Zitzelsberger, CFP® - 25 years
    Michael Zurek - 5 years

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    FPA MI Fall Symposium

     

    The date has been set for the FPA of Michigan
    2019 Annual Fall Symposium!

    September 11th and 12th
    Sheraton in Novi

    Mark your calendars ... 
    more information will be available in late Spring!

    "Hear" what attendees said about our 2018 Symposium ...


     

     

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