Upcoming Events

Register Now for Communicating to Connect

Many financial professionals struggle to connect with clients and prospects. That’s because there are a variety of things that can get in the way of communication. During this entertaining, interactive workshop you’ll learn four memorable ways to sharpen your communication skills, overcome the barriers, and better connect with clients and prospects – Why sharing “information” doesn’t work—and what to do instead How you’re communicating—without saying a word The mistake of never admitting mistakes—and how to gain from them What clients want most from a financial professional—and how to provide that Join us as we welcome Brian Briggs – Managing Director of Applied Insights with Hartford Funds. To view Brian Briggs' bio - click here! Tuesday, April 21st 3:00 - 5:00pm ET Founders Brewing Co. 235 Cesar E Chavez Ave, SW Grand Rapids, MI 49503 Register Now! Agenda   3:00 – Registration & Networking 3:30 – Presentation 4:30 - Networking 5:00 – Program Ends

June 2026 Member Social

We are kicking off the summer season with a  CFA Connect  event that is being held at Knoop Rooftop Bar.    CFA Connect is an informal social event sponsored by the CFA West Michigan Society for members and candidates. CFA Connect facilitates professional networking in a fun and informal setting along with fostering an environment for the collaboration of ideas and resources within the business community.    Complimentary refreshments and hors d’oeuvres will be available. Wednesday, June 10th  4:00 - 6:00 pm   Knoop Rooftop Bar (Hilton Canopy Hotel) 131 Ionia Ave SW Grand Rapids, MI 49503 Register Now