FPA of Michigan
July 31, 2012 Lunch and Learn Grand Rapids

Join us on July 31st as
Marilyn Capelli Dimitroff, CFP®, 2009 Chair of the CFP® Board's Board of Directors,
gives us an important update on the legislative and regulatory issues affecting the future of the financial planning profession, including:

• Fiduciary Standard
• Investment advisor oversight
• The CFP® Board's legislative and regulatory activities

About Marilyn:  A Certified Financial Planner® Professional since 1982, Marilyn Capelli Dimitroff is president of Capelli Financial Services, Inc., in Bloomfield Hills, Michigan.  Mrs. Dimitroff is a national leader in the financial planning profession. She was 2009 Chair of CFP Board’s Board of Directors – the Board that certifies, sets and enforces standards for the more than 65,000 CFP® certificants in the US. Her professional affiliations have included the Charles Schwab & Co. Inc. Advisory Board and the Foundation for Financial Planning. She served as Chair of the Ethics Task Force that developed CFP® Board’s updated Standards of Professional Conduct. She recently served on the Retirement Security Advisory Board of the Financial Services Roundtable in Washington DC.

She was named again in 2011 as one of the Top 50 Women in Wealth in the nation by AdvisorOne and received the 2010 Influencer of the Year Award from Financial Planning. The Wall Street Journal, Forbes, the New York Times and other publications have quoted Dimitroff, who has regularly provided commentary on television and radio. Worth magazine identified her as one of the nation’s top financial advisors in 1994 and in each of the 15 years it published the list – one of only three advisors in the nation so honored. She has been recognized on many other lists including Bloomberg Press’s top 55 practicing financial advisors and Money magazine’s top 200 financial planners.

Cost:  $25/members and $35/non-members
$25 for first-time guests
(includes lunch!)

PLEASE CLICK ON THE "REGISTRER NOW" LINK BELOW TO REGISTER