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Our Mission Statement:

The mission of FPA of Middle Tennessee is to advance the profession of financial planning in Middle Tennessee and to provide quality, professional education to our members and the public.

 

 

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...

FPA-ActiFi Adviser Technology Series

 

New Member Benefit

 

Learn more about the FPA-ActiFi Adviser Technology Reports: CRM Edition

Practical Customer Relationship Mgmt. research focuses on the adviser's needs.


 

 

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A Year After the Market Crash

 

Finding Optimism

 

FPA research explores how planners learn to adapt to a new world.

 


 

 

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21st Century Planning


 

What Lies Ahead?

 

Read Elizabeth Jetton's latest blog entryIndustry vet Elizabeth Jetton offers ideas on modern planning for the second half of life.


 

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 Diamond Sponsor:

Diamond Sponsor

Dreyfus Investments
Howard Crockett
Phone: (615) 521-5747

 

Platinum Sponsor:

Platinum Sponsor

Nationwide
Michael Baron
Phone: (615) 439-5946

 

Platinum Sponsor:

Platinum Sponsor

Credit Suisse
Kavanaugh Tucker
Phone: (404) 384-0084