FPA MI is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
Michigan
Joined July 2009
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Huge thanks to the Leading Partner, First Trust, for sponsoring our 2024 Symposium and supporting our community of advisors! 🎉
Special thanks for energizing the conference with Clique Coffee! ☕ ⚡
Shoutout to all the students and #nexgen advisors attending the 2024 Symposium - keep up the great work! 💸
#financialplanning
Huge thanks to the Leading Partner, Ares Management Corporation, for sponsoring our 2024 Symposium and supporting our community of advisors! 🎉
#FinancialPlanning
Huge thanks to the Leading Partner, Comprehensive Planning, Inc., for sponsoring our 2024 Symposium and supporting our community of advisors!
Special thanks to Derek Archey for the extremely informative presentation about the urgent opportunities around advanced estate planning!
Thank you for providing such value information to our community of advisors!
Thank you @FPAMichigan for having me out today.
AI tools empower financial planners to have conversations about generation wealth that we were not able to have thirty years ago.
Huge thanks to the Leading Partner, Dimensional Fund Advisors, for sponsoring our 2024 Symposium and supporting our community of advisors!
Great presentation on how to effectively communicate our value proposition to clients beyond just returns! 📈
#DFA #FinancialPlanning
We hope you can join us! To learn more or to register, click here: financialplanningassociation…
Achieve your 2023 IAR CE requirements
with the two-day virtual Workshop!
Tuesday, June 27th and Wednesday, June 28th
8:45 am to 4:30 pm EST | Virtual
Learn more: financialplanningassociation…
FPA Members - Join us for this special "complimentary" virtual event so you can be ready for FPA of Michigan 2023 Pro Bono Opportunities! To learn more or to register, visit financialplanningassociation…
The purpose of this complimentary virtual event is to bring together aspiring financial planning students across the country to network and broaden their knowledge about a career in financial planning. To register or learn more, click here financialplanningassociation…
Join us and get to know the next generation of talent - maybe you will find your next hire! financialplanningassociation…
The ETF industry doubled between 2019-21. Thank you @johnkranik and @dimensionalfunds for your sponsorship! – at Grand Rapids, MI
Implement ARTICA when deepening client relationships. Thank you @anneilander and @CTInvest_US for bringing @beverlyflaxington to @FPAMichigan annual symposium. #community – at Grand Rapids, MI
Optimistic forward earnings estimates suggest some further downside. @JPMorganAM #fpami #community – at Grand Rapids, MI
Planning in a Post Secure World. Thanks to Rober Hoff @VarnumLaw for the detail and financial planning concepts to assist clients with estate planning. #community #fpami
Thank you to @FranklinTempleton for bringing @moseleywilliams to FPA of Michigan symposium. – at Grand Rapids, MI
Ask not what your community can do for you but what you can do for your community. - Cicero Dennis Moseley Williams our first speaker!! #community
