FPA of Michigan
presents
Generation NEXT RoundTable Forum 

A quarterly program to help bridge the gap between today's financial planning professionals
LEADERS and LEARNERS.

Please join us on Tuesday, May 21st
from 5:30 pm to 7:30 pm
at the offices of Center for Financial Planning in Southfield

This quarter's discussion:
"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.

Facilitators for the Forum will be:
Tom Rabaut, CFP® and Frank St. Onge, CFP®, EA

When registering, please indicate whether you will be participating as a
LEADER or LEARNER