2013 Annual Fall Symposium = Great Event!

SymposiumWe are already counting down the days until next year’s FPA of Michigan Symposium.  This year’s event was successful in everyone leaving with new inspirations, additional continuing education credits, implementable business strategies, and network growth.  It was a well-organized event thanks to the members of the FPA of Michigan Symposium Committee and also the Inn at St. John’s staff.

We especially want to thank our generous Partners and speakers for coming out to share both their time and knowledge with us.

Each of our mornings started with the energetic Mary Kelly, Ph. D., CDR, US Navy (RET) speaking. She provided valuable leadership lessons in a unique perspective. She supplemented this presentation with very personal stories and sharing her life experiences.  Dr. C Daniel Crosby, Ph.D. and Suzette Rothberg had presentations emphasizing client perspective and framing. Both presentations were devoted to a positive client experience and maximizing the clients perception of value, with tips on how to meet the expectations.  To wrap up Monday, Invesco’s Rob Kochel spread the data behind word studies. Sending the message of, “it’s not what your say, it’s what they hear.” Tuesday presented each attendee with the difficult choices of which breakout sessions to attend. The multiple options allowed each member to create their own paths to find which direction best suited their needs and interest to gain the most of their FPA Symposium Experience.

We started the Symposium with a Social Mixer on Sunday evening where FPA members and Partners gathered to share conversations over appetizers and drinks.  Monday consisted of multiple general speaking sessions with the large audience. Topics in these general sessions ranged from economic updates, leadership qualities, and word usage studies; each speaker offering unique and valuable information. Finally, Tuesday was broken down into more specialized topic speakers. This allowed members to get a closer look into some less common, but prevalent Financial Planning aspects. These speakers are specialists in their field and offered great insight to their topic of focus. Symposium offers a great opportunity for FPA members to network and grow as a community. Don’t miss out on our upcoming events.

If you are interested in helping plan the FPA of Michigan 2014 Annual Fall Symposium, we encourage you to email Mary at admin@fpami.com

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