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For FPA Members

Our Mission Statement:

The mission of the FPA of Middle Tennessee is to advance the practice and profession of financial planning in Middle Tennessee by providing quality education and leadership to our members, to the financial planning community and to the public it serves.

Chapter Highlights

About FPA of Middle Tennessee Learn how you can become involved...

Contact Us Find out how FPA of Middle Tennessee can help...

Join us at our next chapter meeting We discuss many topics to help your business...

Next Chapter Meeting

June 19, 2013

Program: Where is that Reasonable Range of Value?
Key Concepts to Consider in the Valuation of Closely-Held Companies

Presented by: Chris Lovin, CPA, ABV, CFF, CFE, Lattimore Black Morgan & Cain, PC

Location:
Lipscomb University
Ezell Center, Room 147
3:30 p.m. - 5:00 p.m.

NEWS . . . Taxpayer Advocacy Panel

Middle TN chapter member, David W. Hayes, is one of 74 volunteers serving a three-year term on the Taxpayer Advocacy Panel. The TAP Mission . . . The Taxpayer Advocacy Panel listens to taxpayers, listens to taxpayer issues, and makes recommendations for improving IRS service and customer satisfaction.

Taxpayers can contact David Hayes and the Taxpayer Advocacy Panel by calling 1-888-912-1227, www.improveirs.org, or David directly at 615-504-0622 or davidwhayes@comcast.net.

Hayes Lobbies for taxpayers, Tennessean

Study Group Meeting - July 11, 2013
12 noon. Bring lunch!

Topic: Real Estate Market Update
Leader: Allen Huggins, Broker SouthMore details: fpamidtn@bellsouth.net Member Breakfast
4th Wednesday
Dimples, Maryland Farms Brentwood
8:00 a.m.
An informal gathering. Eat, meet, chat! Please join us!

Save the date . . .

August 21, 2013 - Lunch meeting, Richland Country Club (2 hours of CE)
See program details below.

October 15, 2013 - Symposium, Belmont University

Middle TN 2013 Chapter Meeting Dates

January 16
Stock and Bond Outlook for 2013
Andrew Palmer, Deputy CIO, State of Tennessee
Edward A. Burgess, CIO, Equitable Trust Company

February 20
The Basics of Bankruptcy
John C. Tishler, Partner, Chairman
Waller Lansden Dortch & Davis LLP

March 20
The Nashville Real Estate Market, What Investors Need to Know
Richard Fulton, CCIM, & Shane Douglas, CCIM
Colliers International

May 15
Planned Giving
Tim Kaltenback
Vanderbilt University

June 19
Where is that Reasonable Range of Value?
Key Concepts to Consider in the Valuation of Closely-Held Companies
Chris Lovin, CPA, ABV, CFF, CFE, Lattimore Black Morgan & Cain, PC

July 17
Tax Update
Brad Dunlavy
Kraft CPAs

August 21 - Lunch meeting at Richland Country Club
Estate Planning Update
sponsored by Pacific Life
Defined Contribution Industry Overview
presented by Al Chingren, Vice President, Value Added Sales
sponsored by American Century

September 18
Fiscal Policy in TN - A Senator's Perspective
Senator Jack Jonhson, District 23

October 15 - Symposium
Belmont University
Look for Early Bird Registration soon

November 20
Protection of Intellectual Property
Gail Smith Bradford, JD, Harris Martin Jones, P.A.

Events and
Conferences

FPA Experience 2013
Transform Your CFP^® World

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Your Practice
Your Clients

FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.

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Member Benefits: Use Them

Member-Get-A-Member

Referring and referred members receive discounts on their annual membership dues.

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Knowledge and
Resources

Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam.

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