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| President's Message
By: Sandy Adams, CFP(r) |  "Resilience is really about collaboration and mutual understanding." - Roger Simpson
As a member of the financial planning profession, you know that the last couple of years have been difficult, to say the least. Tough times often help us to reassess why and how we practice, challenging us to improve on the way we do things. Doing the best and most complete work for our clients is of the utmost importance. But, how do we do that?
Professional collaboration, whether within our own firms or with other professionals, is the key to success. It is impossible to be an expert on every topic. Putting yourself in a position to know others who have expertise in areas that you do not will allow you to find the answers you need and will allow you to approach client situations from all of the appropriate angles.
The FPA of Michigan is offering several opportunities to help you meet and establish relationships with other financial professionals:
- We are currently offering opportunities to participate in a Collaborative Roundtable Case Study event. During this three session case study, you will work with small groups of financial planners, estate planning attorneys, CPAs, mortgage planners and insurance professionals to analyze and produce solutions for a realistic client case. Case study sessions start in May - sign-up now!
- In May, our Lansing "Lunch and Learn" begin. Spend your lunch time networking with other financial professionals while having meaningful roundtable discussions about timely topics.
Watch for additional professional networking events and education sessions throughout this year. Do One Thing and attend an event, make a new contact, and collaborate!! We want to help you to be successful...let us know how we can help.
Sandra D. Adams, CFP®
President, FPA of Michigan
Sandy.Adams@RaymondJames.com
(248) 948-7900 |
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Look at all of our Upcoming Events
Mark Your Calendar!
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APRIL EDUCATION PROGRAM
Title: Housing Market Update
How to Answer the Tough Questions Your Clients are Asking
When: Thursday, April 22, 2010
Time: 8:30 am to 11:00 am
Location: Management Education Center in Troy
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MAY, 2010 COLLABORATIVE CASE STUDY
Education, Experience, Networking ... oh my!!!
We still need Attorneys, CPA's,
Insurance Professionals and Mortgage Planners
Click here for more information on participating in the Case Study
ETHICS DAY
ETHICS Day gives you the opportunity to obtain your required Michigan Insurance Ethics CE's (3) and/or your required CFP® Ethics CE's (2) all in one day! The Michigan Insurance Ethics presentation will be offered on the following dates and locations:
When: Thursday, May 27, 2010
Where: Management Education Center in Troy
Time: 9:00 am to noon (Michigan Insurance Ethics)
1:00 pm to 3:00 pm (CFP® Ethics)
When: Tuesday, June 8, 2010
Where: Lansing Community College - West Campus
Time: 9:00 am to noon (Michigan Insurance Ethics)
1:00 pm to 3:00 pm (CFP® Ethics)
Click here for the registration form
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LUNCH & LEARN IN LANSING
What is Lunch and Learn you ask? Beginning on Wednesday, May 5th and the first Wednesday of each month thereafter, we invite FPA of Michigan members to attend a Lunch and Learn in Lansing. Share, Learn, and Network with other FPA of Michigan professionals every first Wednesday and stay on top of your game.
DETAILS FOR MAY'S LUNCH AND LEARN
DATE: Wednesday, May 5th
TIME: Noon - 1:30 pm
(cost of lunch not included - participants pay for their lunch)
LOCATION: Harper's located at 131 E. Albert Street in East Lansing
MORE: Join us on May 5th as Sanford J. Mall, JD, CELA
of Mall Malisow & Cooney, PC leads a discussion
on the topic of Health Care Reform
For more information, or to participate on May 5th,
FREE LUNCH to the first 5 members who sign up!
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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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| Seeking Mentors
for the Annual Mentoring Program | |
The Mentoring Program will kick-off on May 20, 2010 with an introduction reception and go through July 31, 2010. We will host a mid-way check-in meeting and an end of the program wrap-up meeting.
Recommended Commitment:
- Weekly contact with your mentee (e-mail, phone, in-person)
- Two face-to-face meetings over the summer, including one at your office
Suggested Topics to Explore:
- Career path choices
- A day in the life of a CFP®
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| FPA of Michigan Members Have Spoken
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Last month, you may recall, we sent all FPA of Michigan members a survey asking a few questions about the new FPA of Michigan Website. We asked what you, our members, wanted from our website and how it can help you. The majority of the responses stated that members visit the website to learn about upcoming events and to look up contact information on other members. In response to the needs of our members, we have added content and made improvements to our website. We ask that you please visit the new website (www.fpami.com) and spend a few minutes becoming familiar with all the benefits it has to offer.
One item which is offered on the FPA National website which you may not be familiar with is the Online Discussions section. What is Online Discussions you ask...please read:
Online Discussions
Follow, Join & Discuss!
FPA's online communities and social networks provide you with powerful platforms to engage and listen, connecting you with FPA staff, colleagues and other industry professionals in real-time. To learn more about Online Discussions, visit www.fpami.com, click on the Connection with Members tab and then click on Online Discussions.
If you have any questions or comments about the FPA MI website or how to log on to FPA National's website, please contact Mary at the Michigan Chapter Office - 248.446.8909 of admin@fpami.com. |
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WHAT IS YOUR "DO ONE THING"?
The FPA NEWSbrief is published monthly. This issue was compiled, written and edited by Mary Medonis, Ryan Smith, Richard Feight and Drew Sygit.
FPA of Michigan Chapter Office:
P.O. Box 476
South Lyon, MI 48178
Tel: 248.446.8909
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Ever thought of hiring an intern to help with some of the drudgery tasks in your office?
Well the FPA of Michigan has a plan to assist you with this!
We're looking for volunteers to allow an FPA intern to shadow them and work out of their office for anywhere from a half day to a 2 week assignment.
The FPA Membership Committee is running an intern test program to get students credits for our program. We'll have FPA assignments for the interns, but you can also submit your work requests when you volunteer.
We hope to eventually have access to numerous interns that we can match with planners that need help in their offices.
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Thank you to our Sponsors
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| Welcome New Members | |
Welcome to the following new members ...
Jason Brown
Daniel S. DeWitt, CFP®, MBA
Charles H. Embs
Eric J. Furlotte, CRPC
Felicia G. Harris, CFP®
James A. Mikesell, II
Steve M. Osterink, Jr., CFP®, AIF
Thaddeus P. Vannice
Aleksandar M. Velkoski
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Congratulations to the following members who have reached a milestone in their membership with the FPA:
5 years
Kent Bowman
15 years
Robert Steinberg
25 years
Lee Fickes
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Classified | |
Local/Downriver area firm is seeking a qualified and motivated person for the role of administrative assistant. Active Securities Licensure, preferably Series 7. Job requirements include the ability to identify, research and solve problems quickly, must be highly organized and a self-starter, possess proficiency in the use of office equipment including Microsoft Word, Exel etc., listen effectively, learn quickly and organize work with minimal supervision, shift quickly to new tasks when priorities change. INTERESTED APPLICANTS SHOULD FORWARD A COVER LETTER WITH SALARY REQUIREMENTS AND RESUME TO: Human Resources, PO Box 477, Trenton, MI 48183 or fax to (734) 362-8258. PHONE CALLS AND EMAILS WILL NOT BE ACCEPTED. |
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