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President's Message
By Sandra D. Adams, CFP®
2010 FPA of Michigan President |
 I am very honored and excited to be serving in the role of president of the FPA of Michigan for 2010. We have several new board members that are already proving to bring new ideas and new energy to our Chapter. We have many new events and activities that we hope will excite and engage you this year. Our goal is to bring real value to all of our members...but we can't do it alone!
"Do One Thing." You will hear this phrase throughout the year. Making real and meaningful change can be overwhelming...unless we all commit to taking small actions toward common goals. I am challenging each of you to commit to One Thing in 2010 to help foster the value of financial planning and advance the financial planning profession and to support the work of the FPA of Michigan.
What will your "One Thing" be? Will you join a committee? To view a list of committees, click here. Will you attend a Chapter event if you have never done so before? Will you volunteer for an upcoming Junior Achievement pro bono event? Will you recommend a sponsor for our Chapter? Will you volunteer to be a buddy for a new member?
We will be providing tools, ideas, and opportunities for you to participate in the FPA of Michigan this year. Watch upcoming newsletters, visit our new website (www.fpami.com), and look for sign-up sheets at upcoming events. If you live outside if the metro Detroit area, we are particularly interested in hearing from you and look forward to you helping us develop quality programs in your area!
We look forward to seeing you at an upcoming event. Don't be surprised if we ask...what's your One Thing? After all, one thing leads to another!
Sandra D. Adams, CFP®
President, FPA of Michigan
Tel: (248) 948-7900
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Upcoming Events
Mark your calendar! |
JUNIOR ACHIEVEMENT PRO BONO EVENT
When: Wednesday, February 24, 2010
Time: 8:30 am to 2:30 pm
Location: Junior Achievement's Finance Park
(on Larned Street in Downtown Detroit)
Join your fellow FPA Michigan members on Wednesday,
February 24, 2010 for a day of volunteering at Junior Achievement's Finance Park. For contact Mary Medonis at 248.446-8909 or admin@fpami.com if you have would like further information or you can help participate in this rewarding and enjoyable day!
FEBRUARY EDUCATION PROGRAM
When: Thursday, February 25, 2010
Time: 8:30 am to 11:30 am
Topic: Hot Topics in Estate and Retirement Planning
Speaker: Nancy H. Welber, JD
MARCH EDUCATION PROGRAM
When: Wednesday, March 24, 2010
Time: 11:30 am to 2:30 pm
Topic: Roth IRA's in 2010: Advanced Roth Conversion Strategies: Income and Estate Planning Ramifications
Speaker: Leon LaBrecque, J.D., CPA, CFP, CFA
will be available shortly
FPA OF MICHIGAN 2010 ANNUAL FALL SYMPOSIUM
When: September 30, 2010 and October 1, 2010
Mark your calendar ... more information on the program and how to register will be available in the coming months |
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 Attention Business and Finance Students interested in Financial Planning: Internship / Externship Position Available For Immediate Start.
You may be able to earn college credit toward your degree with this Internship*! This position will give you the opportunity to gain exposure to real world business and the Financial Planning industry through the Financial Planning Association of Michigan (FPA). The FPA of Michigan is a non-profit organization made up of approximately 600 local members focused on fostering the value of financial planning and advancement of the financial planning profession. This is an unpaid position that offers valuable resume building experience. You will directly participate in the following: committee meetings and conference calls; play an active role within the committee by helping implement action plans; and have opportunities to network with not only experienced financial planners but also other industry professionals that support the financial planning process. Additionally, if you are interested in a career in financial planning and obtaining your CFP® designation, there are many opportunities for mentorship and possible future employment through networking. On average, only about six-eight hours per month is expected with the option for more if interested. Applicants must be motivated, organized and eager to learn. More info about the Financial Planning Association of Michigan can be found at http://www.fpami.com.
For serious inquiries contact Mary Medonis at admin@fpami.com.
*Contact your college or university to find out whether they offer opportunities for internships or externships to earn college credits. |
| New Benefit for FPA Members! |
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It's a new year and with the new year comes new ideas and new member benefits. The Financial Planning Association® (FPA®) is pleased to announce the newest class of research available FREE to FPA members!
You may have already heard about the groundbreaking CRM research FPA and ActiFi just released on February 3, 2010. This research combines in-depth functionality testing, vendor interviews, adviser feedback and custodian interviews to give you the information you need when making decisions about your current or future CRM needs.
If you already have a CRM system, use this report to help you get the most out of your current software or re-evaluate your software choice. If you don't have a CRM system, you can use this report to help you decide if CRM is right for you and what option(s) are the best given your specific practice needs.
The report includes a guide on how to choose the CRM that is right for you, 16 vendor profiles including everything from objective scores on software features like contact management to pricing, and key trends that will become more prominent in the future so you know what may be coming.
You can download this report now at www.FPAnet.org/AdviserTechnologySeries .
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The FPA NEWSbrief is published monthly. This issue was compiled, written and edited by Mary Medonis, Richard Feight, Ryan Smith and Drew Sygit.
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Thank you to our Sponsors
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Congratulations to the following members who have reached a milestone in their membership with the FPA: |
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5 years
Kent Tipton
10 years
Carl Conner
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MEET YOUR 2010 FPA OF MICHIGAN BOARD OF DIRECTORS
Sandy Adams, CFP®
President
Education/Programs
Jennifer Bacarella
Treasurer
Sponsorship
Ted Bugenski, CFP®, CFS
Secretary
Sponsorship Co-Chair
Richard Feight, CFP®
Chairman of the Board
Communications/Technology
Ethics
Kevin Jarchow
Education/Programs
Public Relations/Pro Bono
Evelyn MacIntyre, CFP®
Government Relations
Mary Medonis
Chapter Administrator
Karen Norman, CFP®
Public Relations/Pro Bono
Laurie Renchik, CFP®
Government Relations
Ginny Sherrow, CFP®
Career Development
Membership
Ryan Smith
Communications/Technology
Drew Sygit, CMPS, CMC, CRMS, CMLP, CALP, MBA, NAMB/MMBA
Membership
Communications/Technology
Clint Struthers, AAMS, RFS
President Elect
Symposium Chair
Michael Witzke, JD, CLU, ChFC
Legal |
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