FPA MI is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
Huge thanks to the Leading Partner, First Trust, for sponsoring our 2024 Symposium and supporting our community of advisors! ๐
Special thanks for energizing the conference with Clique Coffee! โ โก
Huge thanks to the Leading Partner, Ares Management Corporation, for sponsoring our 2024 Symposium and supporting our community of advisors! ๐
#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 @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! ๐
#DFA#FinancialPlanning
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: https://t.co/3pFBqPgzbD
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 https://t.co/1d7yC2M2mA
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 https://t.co/23fCVgCBal
Implement ARTICA when deepening client relationships. Thank you @anneilander and @CTInvest_US for bringing @beverlyflaxington to @FPAMichigan annual symposium. #community
@JackieWilke Speaking at FPA of Michigan Annual Symposium. Building relationships with women, next generation and multi-generational families. Thank you @ftportfolios for your sponsorship! #family#community#finance
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