 |
| President's Message
By Sandy Adams | 
"You give but little when you give of your possessions. It is when you give of yourself that you truly give." -Kahlil Gibron
This past April, I participated, along with several of our members, in a pro bono activity at JA Finance Park in Detroit. We worked with a group of over 100 Detroit middle school students to spend the day as adults, learning skills such as decision making and budgeting. Seeing many of the students begin to understand some of the basic concepts of balancing a budget was encouraging and very satisfying.
Throughout this year, I plan to continue introducing ways for you to "Do One Thing WITH the FPA of Michigan". If you have an interest in giving back to the community and providing financial education to those who might not otherwise have access to financial planning services, pro bono activities are one way to get involved.
In the Southeast Michigan area, we will be offering opportunities to members to help us with a series of financial education sessions with Gilda's Club in Royal Oak. We will be working with small groups of cancer patients and their families, covering a number of basic financial planning topics. Please watch for more information on these opportunities or contact Karen Norman, our Pro Bono Committee chair, for further information.
If you are aware of other pro bono opportunities around the state, and think the FPA should be involved, please let us know. In addition, if you or other FPA members you know are involved in a pro bono activity, please let us know. We would love to highlight members who are giving back to their communities in new and creative ways.
My challenge to you for 2011 -- commit to One Thing WITH the FPA of Michigan. Join us at an upcoming pro bono event, or get us involved in an opportunity in your community. This is just another chance to invite someone along who doesn't know the FPA.
Let us know how we can make your FPA Chapter more valuable for you...we'll help to make it happen!
We look forward to seeing you at an upcoming event.
Sandy Adams, CFP®
FPA of Michigan President
Email: Sandy.Adams@RaymondJames.com
Tel: 248.948.7900
|
| FPA of Michigan Upcoming Events
Mark your Calendar! | |
Lunch and Learn in Grand Rapids
Speaker: Ryan Leggio of Morningstar
When: Tuesday, July 19, 2011
Time: 11:30 am to 1:00 pm
Where: Louis Benton Steakhouse
Click here for details/registration info
Social Mixer
When: Tuesday, July 26, 2011
Time: 5:30 pm to 7:30 pm
Location: Cafe Habana
Click here for details/registration info
FPA of Michigan 2011 Annual Fall Symposium
When: October 6th and 7th
Location: Inn at St. John's in Plymouth
More information coming shortly ...
|
|
Junior Achievement Finance Park
| |
This past April, FPA of Michigan once again took part in Junior Achievement Finance Park. FPA of Michigan members Karen Norman, Sandy Adams, Jason Moore, Alan Ferrara, Donna Craw, John Rohrbeck, Carol Johnston and Tom Gunn spent the day volunteering to help students at Junior Achievement's Finance Park. Here's what some of the volunteers had to say about the day ...
- This was my first visit to JA Finance Park. The program provides the students a very "real world" experience in working, getting paid, paying taxes, shopping and paying their bills. Some of the kids are real savers and other were spenders -- most of them learned a lot. Very good -- very worthwhile and a good experience for me. Thank you for providing me the opportunity to participate. Tom Gunn
- JA Park is an amazing facility and creates a wonderful experience for children. It is a lot of fun working with children in this environment and helping them to see all that goes with being an adult. Jason Moore
|
| 5 Steps to Calming Upset Clients
by Barbara Kay, LPC, RCC | |
It's unnerving to be confronted by an upset client. There's a lot on the line when a client calls or visits in an aggravated state. Adding to the challenge, the financial adviser may not be a disinterested party, but personally involved in some way. Emotions are magnified when advisers have to respond to upset clients and deal with their own concerns at the same time.
I have worked with many advisers over the last several years who faced panicked clients on a regular basis while also dealing with their own professional and financial concerns. It takes real skill to help clients go from crisis to calm at a moment's notice. The following is a step-by-step method to cool down the heat and move toward a resolution with grace and diplomacy.
To ready article in its entirety, click here>
|
|
Automatic Renewal now available to FPA Members
| 
The Financial Planning Association® (FPA®) is excited to announce that you are now able to sign up for automatic renewal of your FPA membership!
Your FPA membership may not be due to renew just yet, however if you sign up for automatic renewal now your membership will renew in the month that it is due and in the subsequent years going forward.
Click here to sign up for FPA's new Automatic Renewal Program.
The value of your FPA membership is truly more than just the cost of your dues. It is your opportunity to continue to support your profession and your community. Sign up today and continue to take advantage of benefits available only to FPA members.
If you would prefer to continue to receive paper invoices for your FPA membership you can renew online or call your dedicated FPA member services advocate at 800.322.4237; option 2 (303.759.4900 International) to renew by telephone.
If you have already renewed, thank you! |
|
| |
The FPA NEWSbrief is published bi-monthly. This issue was compiled, written and edited by Mary Medonis, Ryan Smith and Troy Wyman.
FPA of Michigan Chapter Office:
P.O. Box 476
South Lyon, MI 48178
Tel: 248.446.8909
|
|
|
|
Congratulations to the following members who have reached a milestone in their membership with the FPA:
5 years
Andrew Beider
Daniel Blamer
Ellen Bolline
Mark Burns
Thomas Dickinson
Mark Garbacik
Neil Huard
Paul Johnson
Cindie Jones
Kevin Kral
Gene Patroske
Garnet Sherman
Ginny Sherrow
Brian Ursu
Joseph Weglarz
10 years Ronald Braun
Scott Geiger
Eric Haas
Jerry Love
Douglas Voisard
John Wolfe
15 years
Joseph Chlebnik
Patrick Cunningham
Joseph Hamo
Donald Hershberger
Steven Morse
Charles Walmsley
20 years
Mark Smith
Francis St. Onge
25 years Arthur Albin
Paul MacKinnon
30 years
Walter Kerrigan
Craig Vrooman
| | |
|
THANK YOU TO OUR PARTNERS
| |
|
| | |
|
 | |
Health Insurance: Choose SBAM & Blue Cross Blue Shield of Michigan and get more for your money.
As an SBAM member, you have access to group and individual health, vision, dental and prescription benefits available through Blue Cross Blue Shield of Michigan (BCBSM) and Blue Care Network (BCN). BCBSM and BCN deliver quality benefit programs and extensive provider networks.
Members who enroll in an SBAM-sponsored BCBSM / BCN plan receive an exclusive consolidated billing statement that includes their insurance premiums along with the affordable fees for any of our additional services such as COBRA administration, Premium-Only Plan administration, life and disability.
The easy-to-read billing statement comes with access to SBAM's customer service department for help with claims and billing questions, ordering ID cards and much more. When you leave a voice or email message for one of our customer service department representatives, you will receive a response within 2 hours on a regular business day.
In addition, participating members get FREE customized Summary Plan Descriptions (SBDs) that reduce the hassels of managing health insurance even more.
Visit www.sbam.org
for more details or to get a quote.
|
|
Employment Corner
Comerica Bank is seeking a Financial Planner in our downtown Detroit Office. Please apply on-line at www.comericajobs.com. Click here for posting script for qualifications needed and if you have any questions, please contact
Sylvia Carter-Smith at (313) 222-5763. | | | Transferee to Michigan looking to join a team as an Annuity Coordinator utilizing my experience as an annuity wholesaler. I am Series 6 and 63 licensed and willing to quickly obtain another license needed. I have eight years of experience in the industry. If interested,please contact Brandie at zecharbrandie@yahoo.com. |
|
|
