FPA of Michigan Fall 2018 Newsletter Print

President's Message

Dear Fellow FPA members,

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. 2018 will go out with a bang as our signature event the Annual Fall Symposium is fast approaching on November 7 & 8, 2018 at the Sheraton in Novi. This year’s event is sure to be another success as the symposium committee has worked diligently to bring you speakers and topics that will excite and exceed your expectations. We are happy to report that registrations for this year’s event is on record pace to surpass past attendance records. If you have not already registered, the board will be extending the early bird registration until October 12, 2018. So, don’t procrastinate and get your registration in today! The Symposium is a great way to share ideas with many new planners joining our ranks, meet up with old friends and most important make new friends. As I always say, “good friends are something to be cherished”! So, put yourself out there and come make some new ones at the Symposium.

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

Kindest Regards,

George Barnhart
FPA Michigan
Chapter President 2018

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Welcome New Board Members

Thank you FPA of Michigan Members for taking the time to vote! We would like to welcome the following members who will fill the open seats on the FPA of Michigan 2019 Board of Directors.

                             Del Wensley
           Diane Young

Would you like to give back to your profession and become more involved with your FPA of Michigan? Why not join a committee? To learn more about the FPA of Michigan Committees and how you can get involved, please click here.

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Calendar of Events

We have many events planned in the coming months ...

Ann Arbor Breakfast Club – Classic Cup Café
October 16, 2018

NexGen Study Group
October 17, 2018 in Troy
December 4th in Ann Arbor
December 5th in Grand Rapids

Women & Finance Knowledge Circle Event
October 18, 2018

Birmingham Breakfast Club – The Original Pancake House
October 23, 2018

Lunch & Learn Grand Rapids
October 23, 2018

Five Organizations Come Together to present "Digital Assets"
October 23, 2018

FPA of Michigan 2018 Annual Fall Symposium
November 7 - 8, 2018

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FPA News

Looking for your next hire? CMU Future Financial Advisors Association would like to invite FPA Members to attend their "Financial Services Career Night". Read more>

Also, 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!

Call to Action! Did you know Michigan now has four undergraduate CFP Board registered programs and four additional University Certificate programs? Read more>

Give Back ... Become a Mentor! Are you a seasoned financial professional looking to give back to the next generation of Financial Advisors? Read more>

Reason to Trust You. We came across an article written by Carl Richards of Real Financial Advisors. The article shares a great message on "Trust" and we believe it is worth a look! Read more>

The FPA of Michigan is committed to its members and the continued success of our organization. Therefore, the FPA of Michigan developed the GIVE BACK PROGRAM and has several opportunities to award various scholarships to young planners, college students and career changers who are interested in pursuing a career in financial planning. Click here to learn more.

This month, we awarded two more deserving individuals:

Jeff Marko obtained his BBA in finance and economics from Western Michigan University’s Haworth College of Business. He is currently working to attain his Certified Financial Planner™ (CFP®) designation. When it comes to putting together a financial plan, Jeff understands the importance of building relationships with his clients in order to better understand and define their goals.

Having a strong work ethic has always been a part of Jeff’s character which he learned from his father. When he isn’t spending his time working with clients you can find him at the local gym or taking his dog Rocko for a walk.


Zach Bachner received his Bachelor of Science in Business Administration degree (BSBA) from Central Michigan University where he studied Finance and Personal Financial Planning. Zach has successfully passed the Certified Financial Planner™ (CFP®) examination and is now currently working towards fulfilling the experience requirement. His passion in financial planning comes from the desire to help those who need it most plan financially for their future.

In his free time, Zach enjoys playing semi-professional dodgeball on a national level. Zach lead the CMU Club Dodgeball team to 3 consecutive national runner-up finishes during his time in school. He also enjoys spending time with his family and friends, as well as travelling with his long-time girlfriend. Zach is also part of the FPA of Michigan NexGen Committee.

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Membership News


As you know the Financial Planning Association® (FPA®) community is filled with people who care for and support one another.

The strategies, feedback and knowledge you receive from your peers - who share your passion for planning - can be an important ingredient in your own personal and professional development and sharing your gifts with others can change their careers and lives as well.

This October, help grow our community and add to our collective strength; refer a colleague to become a member of FPA.

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FPA News

Take the FPA 2018 Policy & Advocacy Survey NOW ... Make your voice heard on policy issues that advance or thwart our profession. Your input will help share our policy positions for the upcoming year. You can take the survey HERE. Please complete the survey by Thursday, October 18th.

Foundation for Financial Planning and Financial Planning Association Announce New Pro Bono Training Program.  Around half of Americans have some difficulty covering monthly expenses, and only about one-third have a high degree of financial literacy, according to the most recent National Financial Capability Study. The Foundation for Financial Planning (FFP)’s mission is to address this growing issue by fostering a commitment to pro bono service within the financial planning profession, helping those who could not normally afford or access a financial planner.

"We want to see more financial planners volunteering their time and talent to help underserved people – and part of our job is to help them do that," explained Jon Dauphiné, CEO of FFP. As part of this effort, FFP and the Financial Planning Association® (FPA®) have launched a new training program for volunteers who want to provide pro bono financial planning to vulnerable persons. Read more>

The FFPL has several pro bono opportunities, including programs for military and veterans and programs for people with cancer. To learn how you can help, click here.

Navigating the complex Tax Cuts and Job Act can be a huge undertaking. To help FPA members sift through all the changes, FPA’s Journal of Financial Planning has developed a series of articles on tax reform including, 2018 Tax Planning Opportunities Under the Tax Cuts and Jobs Act, Tax Reform Changes Affect Planners and their Business Clients, and Understanding Taxation of Dependent Children’s Income after Tax Reform. Members can also learn more about the Section 199A deduction by viewing this Knowledge Circle recording.

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Membership Milestones

We would like to acknowledge and thank you for your commitment
to our organization and the financial planning community:

George Barnhart - 5 years
Ryan Blackburn, CFP® - 15 years
Andrew Brown, CFP® - 5 years
Nick Defenthaler, CFP® - 5 years
Renee Egelski, CFP® - 5 years
Frank Hones, CFP®, CRPC®, CPA - 15 years
Jay Kalisky, CFP® - 10 years
Jerome Kessenich, CFP® - 35 years
David Kubicek, CFP® - 15 years
David Lentz, CFP® - 5 years
William Mack, CFP® - 35 years
LaKhaun McKinley, CFP® - 5 years
Dan Mihaescu, CFP® - 5 years
James Moshenko, CFP® - 15 years
Daniel Musick, RFC, LUTCF - 5 years
Barbara Pietrangelo, CFP®, ChFC, CLTC, CLU - 15 years
Thomas Post, CFP® - 5 years
Sandra Rodwan, CFP® - 20 years
Shannon Simon, BFA, CWS - 5 years
Jay Smith, CFP® - 35 years
Matthew Trujillo, CFP® - 5 years
Diane Winner, CFP® - 5 years

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Welcome New Members

We would like to welcome the following new members

who recently joined the FPA of Michigan:

Zach Bachner
Christopher Ball
Christopher J. Berry, Esq., JD
Jennifer Bessen, CFP®
Jacob Bittinger
Douglas Dawe
Trent DeBruin, CFP®
Brian C. Farrell
Kathryn Hanna
Timothy Hanson
Michael Krahel
Jeffrey Marko
Andrew Musbach, CFP®
Doug Oosterhart, CFP®
Joseph Terrell
Robert Ventour
William Zank

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