by | May 18, 2013 · 1:28 pm

Unearthing the Financial Gems Buried in Your Clients’ Tax Returns

RoundTableJoin us at the next quarterly Generation Next RoundTable Forum where facilitators Tom Rabaut, CFP® and Frank St. Onge, CFP®, EA will lead us in a discussion entitled “Unearthing the Financial Gems Buried in Your Clients’ Tax Returns … how to discover the hidden stories and reveal the financial opportunities within your clients’ lives – through the analysis of their tax returns.”  The forum will provide an opportunity for experienced professionals to share industry wisdom and insights with new planners and career changers.  The event will be an open format that encourages interactive discussion between both generations of planners.

When:  Tuesday, May 21st
Time:  5:30 pm to 7:30 pm (a light dinner will be served)
Location:  Offices of Center for Financial Planning in Southfield
To register, please click here.

Generation Next RoundTable Forum … a quarterly program to help bridge the gap between today’s financial planning professionals
LEADERS and LEARNERS.

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by | May 16, 2013 · 10:17 am

Another Social Mixer Success!

taps-bliss19 members and affiliated professionals gathered in Ann Arbor last evening at the renowned local establishment – The Ann Arbor Brewery – for an after-hours social and networking event.

With over 15 different hand crafted draft beers from local brew masters, along with great food, the event sponsored by Jay Fradenburg of Columbia Funds proved to be another successful social event for the FPA of Michigan’s Membership and Career Development Committee.

“I never knew this was such a fun group” was the observation from one of the attendees who is considering a career in financial planning. Many new relationships, exciting ideas, and best practices were shared among the many attendees during the 2 hour event. The event wrapped up with Columbia Funds awarding a $50 gift certificate from the Ann Arbor Brewery to one of the lucky attendees.

Next week, the same committee is hosting our Generation Next Roundtable Forum to discuss how to use client tax returns to grow your financial planning practice. Contact Mary Medonis of the FPA of Michigan for more information or to register for the May 21st event. You can also click here to register on-line for the event.

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by | May 9, 2013 · 11:56 am

FPA Members + Arbor Brewing Company = SOCIAL MIXER!

pub-signNow that Spring has arrived!, why not come out of hibernation and join us at the next FPA of Michigan Social Mixer in Ann Arbor.  Enjoy complimentary appetizers, along with a cash bar, while socializing with your fellow FPA Members.

When:  Wednesday, May 15th
Time:  5:30 pm to 7:30 pm
Location:  Arbor Brewing Company in Ann Arbor

For more information or to register, please click here!

THANK YOU TO THIS MONTH’S SOCIAL MIXER HOST
JAY FRADENBURG OF COLUMBIA MANAGEMENT
Columbia Management

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