We couldn’t gather at our planned event in March, but we can’t wait any longer to connect! Please join us for this virtual kickoff and lunchtime networking opportunity. This event will give you the chance to connect with and get to know one another, hear about upcoming events, and weigh in on future topics.
Your chapter chairs, Marisa Main and Susan Shoemaker, look forward to welcoming you to the local chapter and discussing membership options.
About Our Speakers
Marisa Spinazze Main
Relationship Manager, Principal Financial Group
As a relationship manager, Marisa has more than 20 years of experience in the financial industry helping plan sponsors and is the primary contact and local Principal® resource for plan sponsors throughout Michigan. She collaborates with plan sponsors and their trusted advisors to better understand each organization’s unique goals. This allows Marisa to help navigate the complexities of retirement programs and deliver customized solutions. She helps with plan design, investment line-up considerations, technology integration and employee engagement. All of these efforts are focused on the ultimate goal: a successful retirement program.
Marisa has a B.A. Communication/Public Relations, Michigan State University and is a registered representative of Principal Securities, Inc. with Series 7, 63, 66 and 26 registrations.
Susan Shoemaker, CFP®, AIFA®
Senior Vice-President | Financial Advisor, CAPTRUST
Susan joined CAPTRUST in 2020 from Plante Moran—one of the nation’s largest certified public accounting, tax, consulting, and wealth management firms—where she served as partner and retirement plan investment specialist.
As a senior vice president and financial advisor at CAPTRUST, Susan draws upon her years of experience to assist organizations of all sizes to meet their fiduciary responsibilities related to providing an effective and meaningful benefit to participants.
She helped found the Detroit chapter of the American Society of Pension Professionals and Actuaries (ASPPA) Benefits Council (ABC) and is also a member of the National Association of Plan Advisors (NAPA).
Susan earned both her Bachelor of Arts degree and her Master of Business Administration degree from Wayne State University. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is an Accredited Investment Fiduciary Analyst. Susan has been voted a NAPA Top Women Advisor three years in a row.