FPA of Michigan

Indulge in an unforgettable evening of wine and culinary delights! Join us for an exclusive sommelier-led wine tasting experience, complete with expertly paired food, in the enchanting Bubble Room at Vinology Restaurant in Ann Arbor. It’s the perfect opportunity to savor exquisite wines, discover new favorites, and mingle with fellow FPA members in a sophisticated yet inviting atmosphere. Don’t miss this chance to expand your palate and connect with your FPA of Michigan community! Click here to learn more and register!?? https://lnkd.in/gdnXT2rM Julie Hall, CFP?, CFT?, MSF , Robert Ingram, CFP? , Nick Nauta, CFP?, CLU?, RLP? , Adam Finch, CFP? , Anna-Maria Astor, CFP? , Kelsey Arvai, MBA , CFP? , Colin Overweg, CFP? , Sandra K. , Nathan Zolynsky, Sarah Caruana

Mark your calendars for October 9th and 10th! Julie Hall, CFP?, CFT?, MSF , Robert Ingram, CFP? , Nick Nauta, CFP?, CLU?, RLP? , Adam Finch, CFP? , Anna-Maria Astor, CFP? , Kelsey Arvai, MBA , CFP? , Colin Overweg, CFP? , Sandra K. , Nathan Zolynsky, Beth Zilka, Jeff Nauta, CFA, CFP, CAIA, Paul Fenner, CFP?, EA, ChFC?, CRPS?, Diane S. Winner, CFP?, CDFA?, @Sarah Caruana

Join us for our upcoming NexGen Meet-Up with special guest Taylor Schulte, CFP?, a financial advisor and Founder of Define Financial. Not only is Taylor an award-winning financial expert, but he is also a Co-Founder of?The AGC? Community for Advisors, host of the?Stay Wealthy Retirement Podcast?(Forbes Top 10), co-host of?Kitces Summits?w/ Michael Kitces, and much more. Join our conversation to learn how to increase value for your clients, grow your practice and become a better financial advisor. Whether you’re just starting out or looking to accelerate your growth, this event is for you! Colin Overweg, CFP?, Anna-Maria Astor, CFP?, Stephanie Trexler, MS, CFP?, Nathan Zolynsky, Calvin Wiersma MST, CFP?, Rachel Dick, MS, CFP?, AWMA?, Shane Jenkins, Varun Reddy, Jacob Lyle, Ryan Hampton, Nicholas Stroia Jr, Connor Duncan, Wazni J., Caiden Sloan, Sarah Caruana Colin Overweg, CFP?, Anna-Maria Astor, CFP?,

FPA of Michigan March Webinar: Join BlackRock's Anna Nerys to discuss the predominant cryptoassets and the future of this industry. We’ll discuss what it is, how it fits into a portfolio, and why your clients are asking about it. For more information or to register, click here ?? https://lnkd.in/gX3hc-xv Julie Hall, CFP?, CFT?, MSF, Robert Ingram, CFP?, Nick Nauta, CFP?, CLU?, RLP?, Anna-Maria Astor, CFP?, Sandra K., Adam Finch, CFP?, Kelsey Arvai, MBA , CFP?, Nathan Zolynsky, Colin Overweg, CFP?, Sarah Caruana, Bailey Roos, CAIA

Registration closes today - February 17th! Attention Grand Rapids Area! Join us for a Lunch & Learn presentation on February 19th with Dr. Paul Isely from GVSU on the Economic Outlook for 2025. For details and to register by Feb. 17th, click here:?? https://lnkd.in/gTBaG6Qi Jeff Nauta, CFA, CFP, CAIA, Anna-Maria Astor, CFP?, Stephanie Trexler, MS, CFP?, Robert Ingram, CFP?, Julie Hall, CFP?, CFT?, MSF, Nick Nauta, CFP?, CLU?, RLP?, Kelsey Arvai, MBA , CFP?, Colin Overweg, CFP?, Nathan Zolynsky, Adam Finch, CFP?, Sandra K., Calvin Wiersma MST, CFP?

Registration closes today - February 17th! Attention Grand Rapids Area! Join us for a Lunch & Learn presentation on February 19th with Dr. Paul Isely from GVSU on the Economic Outlook for 2025. For details and to register by Feb. 17th, click here:?? https://lnkd.in/gTBaG6Qi Jeff Nauta, CFA, CFP, CAIA, Anna-Maria Astor, CFP?, Stephanie Trexler, MS, CFP?, Robert Ingram, CFP?, Julie Hall, CFP?, CFT?, MSF, Nick Nauta, CFP?, CLU?, RLP?, Kelsey Arvai, MBA , CFP?, Colin Overweg, CFP?, Nathan Zolynsky, Adam Finch, CFP?, Sandra K., Calvin Wiersma MST, CFP?

It’s almost here!! The FPA of Michigan’s Student Success Summit is coming up and I can't recommend it enough. Whether you’re into personal finance or just want to hear from some incredible leaders, this event is the perfect opportunity to learn and connect. The day kicks off with Stephanie Trexler, MS, CFP?, and I can’t think of a better person to start the day. Steph is the definition of a role model—she’s not only an incredibly successful entrepreneur but also the most giving, hardworking, and downright hilarious person I’ve ever met. In the short time I've known her, she’s already had such a big impact on my life, both personally and professionally, inspiring me to push boundaries as a woman in this field. Her dedication and leadership motivate me every day, and I’m so grateful to have her to look up to. Come listen to her speak...she’s amazing, and you won’t regret it! I also want to shout out Dylan Gergely and Cole Carpenter, who will be hosting two of the sessions as student hosts! They’ve done so much for Financial Planning Association | Central Michigan University, and I know they’re going to be amazing at the Summit too. This event is an awesome chance to learn more about the industry, cheer on some incredible current and former CMU students (????), and build meaningful connections!

FPA of Michigan February Webinar: Join Charles Schwab’s Washington insider, Michael Townsend, for an entertaining and informative discussion on the intersection between policy, politics, the markets, and the economy. For more information or to register, click here ?? https://lnkd.in/g-UPpnGK Julie Hall, CFP?, CFT?, MSF, Robert Ingram, CFP?, Nick Nauta, CFP?, CLU?, RLP?, Anna-Maria Astor, CFP?, Sandra K., Adam Finch, CFP?, Kelsey Arvai, MBA , CFP?, Nathan Zolynsky, Colin Overweg, CFP?, Sarah Caruana, Jeff Yeager, MBA, Mike Townsend

Real Talk. Real Skills. Real Connections. Classroom knowledge is just the start. At the 5th Annual FPA MI Student Success Summit, we’re diving into what you really need to succeed in financial planning: ?? Exclusive insights from professionals like Colin Overweg, CFP? and Justin Castelli, RLP?, CFP? ?? Practical advice for building your career ?? Networking opportunities with seasoned planners and peers ?? Scholarship opportunity for your tuition Over the last four years, this event has helped more than 1,000 students set themselves apart in this rewarding profession. Are you ready to join them? ??? Secure your spot today: https://lnkd.in/erPnGZSU #FinancialPlanningStudents #FuturePlanners #FPASSSummit

Kickstart your membership with the FPA of Michigan! Gain valuable insights and begin building meaningful connections within the financial planning community.?Learn more here ?? https://lnkd.in/gFXHKnat Julie Hall, CFP?, CFT?, MSF, Adam Finch, CFP?, Robert Ingram, CFP?, Nick Nauta, CFP?, CLU?, RLP?, Kelsey Arvai, MBA , CFP?, Anna-Maria Astor, CFP?, Colin Overweg, CFP?, Sandra K., Michael Davidoff, CFA, CFP?, Nathan Zolynsky, Sarah Caruana